Nutrition Coaching Portal

This template is designed to manage everything from client intake, nutrition plans, and progress tracking to payments, meetings, and feedback, all in one organized system. Whether you're a seasoned nutritionist or just starting out, this template will help you manage your coaching practice efficiently.

👋 Welcome Page

The Welcome Page is where you set the tone for your coaching services. This section allows you to present your values, introduce yourself, and provide easy access to essential business information. It includes a customizable Presentation Board that helps you detail your mission, add images, links, and even callouts to engage clients from the start. With an easy navigation button, your clients can smoothly transition to the next steps in their coaching journey.

📝 Client Intake Form

Gather important information about your clients with the Client Intake Form. This form is fully customizable to suit the type of coaching you provide. By asking the right questions, you’ll gain insights into your client’s needs and goals, enabling you to create personalized nutrition strategies. Tailor the form to include any specific details relevant to your coaching style.

🍽 Nutrition Plan

Create tailored meal plans for your clients with the Nutrition Plan. Start by exploring the Ingredients Database, which includes over 140 ingredients with detailed nutritional information. Add new ingredients, track calories, and organize them into categories. Once your ingredients are set, use the Custom Recipes Database to create and assign recipes to your clients' weekly meal plans. The template automatically calculates total calories for each meal, helping your clients stay on track with their dietary goals.

📅 Weekly Nutrition Plan

The Weekly Nutrition Plan helps your clients stick to their diet with ease. Organize meals for each day of the week, track total calories, and assign recipes from your custom library. Your clients can also check off meals as completed, providing a real-time view of their adherence to the plan and helping you track their progress.

📊 Progress Tracker

Help your clients monitor their progress with the Progress Tracker. Clients can log their weight, track skin quality, and set personalized goals. A visual progress bar allows them to see how far they’ve come, keeping them motivated on their journey to better health. This section also supports image uploads, allowing clients to visually document their progress over time.

🗣 Feedback

Collect valuable insights with the Feedback section. Customize questions to suit your coaching practice and allow clients to rate your services on a scale of 1 to 5. This section provides an easy way for clients to give feedback, helping you improve and adapt your services based on their needs.

📜 Consent Form

The Consent Form allows you to outline the legal aspects of your coaching services. This section serves as a full contract for clients to review and sign. Once agreed upon, clients can digitally sign the form, ensuring a smooth onboarding process.

💼 Payments & Contracts

Manage your invoices, payments, and contracts effortlessly in the Payments & Contracts section. Add new invoices, track payment due dates, and update statuses once payments are received. The contract management tool lets you create, customize, and organize client contracts, ensuring that all agreements are in place before starting the coaching relationship.

🗓 Meetings

Schedule and track appointments with ease using the Meetings section. Set up meeting times, prioritize important sessions, and organize all upcoming appointments on a visual board and calendar. This feature ensures clear communication and scheduling between you and your clients.

📨 Messages

Stay connected with your clients via the Messages section. Track all coaching-related conversations in one place, update message statuses, and archive past conversations. This tool makes it easy to keep communication flowing, ensuring that clients always have access to you when they need support.