Create a meal plan – Overview

Edn_applicability__Professional_only_.png

This article steps you through entering a meal plan so that it is ready for nutritional analysis. 

You can create a meal plan as a general resource for your workspace and then copy it to any client you wish.

You can also create a custom meal plan for a specific client.

Create a meal plan

To create a new meal plan for the workspace:

  1. Open or create a workspace.
  2. On the sidebar, click Resources.
    Screen_Shot_2022-03-30_at_10.58.25_am.png
  3. In the navigation pane, click New and select Meal plan.
  4. On the General tab, enter the name for the meal plan.
  5. Enter optional information as required (see below).
  6. Click Save.  

When you click Save, the meal plan appears in the navigation pane.

To create a new meal plan for a specific client:

  1. Open the workspace containing the client.
  2. On the sidebar, click Clients.
    Screen_Shot_2022-03-30_at_11.00.30_am.png
  3. In the navigation pane, select the client.
  4. In the navigation pane, click New and select Meal plan.
  5. On the General tab for the meal plan, enter its name.
  6. Enter optional information as required (see below).
  7. Click Save.

After you click Save, when you select the client in the navigation pane, the meal plan is listed for that client. The meal plan is also shown in the client's Resources tab.

Optional fields

The optional fields on the General tab are:

  • Id 1 –  Assign a searchable ID number.
  • Id 2 – Assign an alternative searchable ID.
  • Tags – To add a tag(s) for organising and searching for this resource, hover over the field, and click Add resource tag.
    Screen_Shot_2022-04-04_at_10.41.14_am.png
  • Description – Add a description of the meal plan.
  • Notes – Add notes about the meal plan.

Set the number of days

To set the number of days (or optionally, the dates) for the meal plan:

  1. Click the ellipsis (...) and select Configure days.
    Screen_Shot_2022-03-30_at_12.53.56_pm.png
  2. Enter the number of days. Or alternatively, if you want to use dates, select Set date and then select start and end dates.
  3. Click Generate plan.
  4. Optional: Rename the days, or refine the dates.
  5. Click OK.

When you click the Foods tab, these days/dates are shown.

Add meals and foods

To add meals and foods to the meal plan:

  1. Click the Foods tab.
  2. Click the day for which you are entering foods.
  3. Click the empty row beneath a meal name.
  4. Start typing the name of a food.
  5. To select a food from the list, use the mouse to click the food (or use the arrow keys to highlight the food and then press Enter).
  6. Enter the amount of the food as a number and a unit of measurement, for example, 1 cup. Select the unit of measurement from the drop-down list and press Enter.
  7. Optional: Make a note about the food. 
  8. To move to the next day, click the day.
  9. Repeat these steps until all the meals and foods are entered for this day.
  10. Click Save.

Tips

  • To edit the name of a meal: Select the meal name and type the new name.
  • To delete a meal: Point to the meal row, click the ellipsis (...), and select Delete section.
  • To add a meal: Click Add section.
    Screen_Shot_2022-03-30_at_2.26.34_pm.png

Note

Meals are sections. You can manipulate them in all the ways that you manipulate sections.

Copy a meal plan to a client

When you copy a meal plan to a client, you can then make any changes you want for that client. You can also analyse the meal plan against the client's NRVs and custom goals.

To copy a meal plan to a client:

  1. Open the meal plan.
  2. On the General tab, click the ellipsis (...) and select Copy to client.
    Screen_Shot_2022-03-30_at_12.53.56_pm.png
  3. Select the client or clients, and click OK.

After you copy the meal plan, when you select the client in the navigation pane, the meal plan is listed for that client. The meal plan is also shown in the client's Resources tab.

Was this article helpful?
1 out of 2 found this helpful

Comments

0 comments

Please sign in to leave a comment.