Creating Recommendations

  • Updated

The Recommendations tab on the Client Details page lets you create a set of nutritional and lifestyle suggestions for a client, and then publish the form so they can view your recommendations when they log into their Nutri-Q dashboard.

Use the following steps to create a new Recommendation for a client:

  1. Go to the My Clients page to see your client list.
  2. Click a client to open their Client Details page.
  3. Click the Recommendations tab.
    recommendations-tab.png
  4. Scroll down and click New Recommendation for Client Name.
    new-recommendation.png
  5. In the pop-up dialog, click New Recommendation.
    new-recommendation-popup.png
  6. The form opens. Click Next to begin filling out recommendations.

 

Filling out the Recommendation Form

The following video demonstrates how to fill out the Recommendation form, how to publish a Recommendation so the client can view it from their Nutri-Q profile, and how to edit a Recommendation after it has been published.