Create or edit a client

This article applies to the following workspace types

Professional

Create a client to record their details, track their weight and height over time, and calculate their energy and nutrient requirements.

Create a client

  1. Open your workspace.
  2. In the navigation pane, select Create new resource or client, then Client.
  3. Enter the client's details (see Dashboard tab fields below) and click Save.

Edit a client

  1. In the navigation pane, select the client.
  2. Make your changes. [Confirm: changes save automatically / click Save.]

Dashboard tab fields

Name

The client's name.

Tags

Optional: Add tags to organise your clients.

Profile

Age
The client's date of birth or age in years.
Sex
The client's sex.
Current weight
The client's weight. You can only enter it here when you create the client. After that, record weights on the Graphs tab.
Current height
The client's height. You can only enter it here when you create the client. After that, record heights on the Graphs tab.
BMI
Body mass index, calculated from the client's most recent height and weight.
Activity level
The client's usual activity level. See Physical Activity Levels explained.
PAL
The physical activity level (PAL) factor for the selected Activity level.
Lactating
Optional: Select if the client is breastfeeding.
Pregnancy stage
Optional: Select the client's stage of pregnancy.

Energy requirements

Energy goals
By default, the client's energy goal is their estimated energy requirement (EER), calculated from their profile using the Schofield equation. See Nutrient Reference Values explained. To use a different energy goal, go to the client's Nutrient targets tab and select Energy. You can choose EER, EERM (maintenance), DEER (based on adjusted body weight), the client's Easy Diet Diary goal, or a custom value. See Energy goals explained.

Contact details

Email
Optional: The client's email address.
Mobile
Optional: The client's mobile number.
Address
Optional: The client's address.

Notes

Optional: Notes about the client.
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