Attaching Meal Plans to Clients
The client(s) assigned to a meal plan are shown in the toolbar at the top of the Meal Plan workspace. You can add/view clients by clicking the dropdown:
To add a new client to the meal plan click '+Add Client'.
Select a client from your client groups, or click to attach multiple clients at once:
Any client notes will show in the workspace. Click 'Attach' to add these client to the meal plan.
The meal plan will automatically load in the client's profile after attaching.
If multiple clients are assigned to a meal plan, the meal plan will be locked for editing. Clicking the ‘Enable Editing’ button will give the options to edit the meal plan for the current user:
Meal plans can be organised from the Tree Viewer – to access, just click the folder icon in the top toolbar (beside ‘My Foods’), then click ‘My Meal Plans'. Your meal plans built as templates (or attached to multiple clients) are accessible from this panel. Click on a meal plan to edit the template or assign it to a new client.
