Onboarding steps

Step 1: Workspace Setup

Configure clinic profile, timezone, measurement units, and nutrition preferences.

Step 2: Clinical Templates

Create intake, meal-plan, and follow-up templates to standardize care quality.

Step 3: Subscription Setup

Define plan limits, pricing cycles, and optional campaign coupons before activation.

Go-live checklist

  1. Create your first test client and validate onboarding flow.
  2. Verify BMI, BMR, and TDEE calculations from intake data.
  3. Assign a meal plan and publish a follow-up note.
  4. Test monthly and yearly checkout links with plan parameters.
  5. Confirm support routes: Help Center, Support Contact, and Issue Report.

Recommended: run your first week with 3-5 pilot clients before scaling to full clinic volume.

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