Create or edit a meal plan

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You can create a meal plan for use within the whole workspace or for a specific client. 

To create a meal plan

  1. Open your workspace.
  2. To create a meal plan for the workspace: In the navigation pane, select Create new client or resource > Meal plan
     - OR -
    To create a meal plan for a client: In the navigation pane, select the client, then, on this client's Resources tab, click Create new > Meal plan).
  3. On the General tab, enter the name of the meal plan. The other fields are optional. See Fields on the General tab.
  4. To set up the days/dates for the meal plan:
      • On the Foods tab, click Set meal plan duration
      • Enter the number of days or the date range.
      • Click Generate.
      • Edit the Plan structure as required.
      • Click Save changes. 
  5. On the Foods tab, for each day and meal, enter the foods and their quantities. For more detail, see Enter or edit foods and their quantities.
  6. Changes are saved automatically. 
  7. When the draft is complete, click Publish.

To edit a meal plan

  1. Open the meal plan, click Edit if required and make the necessary edits. 
  2. Changes are saved automatically. 
  3. When the draft is complete, click Publish.

Tips

  • To rename a meal: On the Foods tab, select the day, click the meal name and type the new name.
  • To add a day: On the Foods tab, click Add new day.
  • To make a copy of a published meal plan for a client: Click the     Ellipsis and select Copy to client. Select the client and click Copy.
  • When you create a meal plan as a client resource, or when you copy a meal plan to a client, you can then view the client's planned nutrient intake against their Nutrient Reference Values (NRVs) and their custom goals.

Fields on the General tab

Name
Enter the name of the meal plan.
ID 1 and ID 2
Optional: Enter IDs for this meal plan, these can be used as search terms for your meal plans later. 
Tags
Optional: Classify the meal plan by tagging it using an existing tag or creating a new tag. 
Description
Optional: Enter a description for this meal plan. 
Notes
Optional: Enter notes for this meal plan.
Published
Timestamp to show when this meal plan was first published
Attach file
Optional: Upload and attach a file to this meal plan resource. Accepted file formats include .csv, .doc, .xls, .xlsx, .pdf, .jpeg, .jpg, .png, .gif.
Activity
A log of all the activity history for this meal plan resource, including editing and publishing history.
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