You can create a meal plan for use within the whole workspace or for a specific client.
To create a meal plan
- Open your workspace.
- 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). - On the General tab, enter the name of the meal plan. The other fields are optional. See Fields on the General tab.
- 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.
- 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.
- Changes are saved automatically.
- When the draft is complete, click Publish.
To edit a meal plan
- Open the meal plan, click Edit if required and make the necessary edits.
- Changes are saved automatically.
- 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.