Create or edit a client

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To create a client

  1. Open your workspace.
  2. On the sidebar, select Clients.

    Screen_Shot_2022-04-06_at_3.34.00_pm.png

  3. In the navigation pane, select New > Client
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  4. On the General tab, enter the client's personal information.

Changes are saved automatically. 

To edit a client

  1. In the navigation pane, select the client. 
  2. Make the necessary edits. 

Changes are saved automatically. 

General tab fields

Name

Enter the client's name.

Tags

Optional: Create and add client tags for organisation.

Profile

Age
Enter the client's date of birth or their age in years. 
Sex
Enter the client's sex. 
Current weight
Enter the client's weight for the first time, and click Submit entry:
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Log new weight entries on the Tracking tab.
Current height
Enter the client's height for the first time, and click Submit entry:
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Log new height entries on the Tracking tab.
BMI
The client's Body Mass Index (BMI) is calculated using the most recent entry for their height and weight. 
Activity level
Enter the client's activity level. For more information on activity levels, see Physical Activity Levels explained.
PAL
The physical activity level (PAL) factor is derived from the set Activity level
Lactating
Optional: Select if the client is currently lactating.
Pregnancy stage
Optional: Select the relevant pregnancy stage. 

Energy requirements

NRV
Estimated Energy Requirement (EER) and Basal Metabolic Rate (BMR) are calculated using the Schofield equation. For more information, see Nutrient Reference Values explained
CER
Optional: Custom energy requirement (CER). Use the CER if you are manually calculating the client's energy requirement.

Contact details

Email
Optional: Enter the client's email. 
Mobile
Optional: Enter the client's mobile.
Address
Optional: Enter the client's address.

Notes

Optional: Make notes about your client.
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