Keep a client list

Clients is a lightweight roster for practitioners — names, optional email, and notes. Assign My Diet Plans or Ready by experts so each person’s work lives in one place. PDF covers can print “Prepared for” with their name.

1. 1

   Add a client

   Open Clients and create a new person (or type a new name when downloading a PDF — we’ll create them and assign the plan). Active seats count toward your plan limit; archived clients don’t.

2. 2

   Find someone quickly

   Search by name or email, filter Active / Archived / All, sort, and page through large rosters.

3. 3

   Assign diet plans

   On the client’s page, open Assigned diet plans. Assign from My Diet Plans or Ready by experts, then download PDF with cover options (client name and quote).

4. 4

   Track exports from Diet plans

   When you download a plan from the Diet plans hub and show a client name, we match or create that client and assign the plan automatically.