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
- Create your first test client and validate onboarding flow.
- Verify BMI, BMR, and TDEE calculations from intake data.
- Assign a meal plan and publish a follow-up note.
- Test monthly and yearly checkout links with plan parameters.
- 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.
