Nutrition Setup Guide ← CRM home
Verdeshell CRM · Nutrition

Set up Nutrition — coach every client, beautifully.

A friendly, click-by-click guide to the Nutrition module. You'll add your clients, run consultations, build diet and workout plans, track progress, and give each client their own portal to check in and sign off. First finish the common setup on the CRM home — company, billing and your team — then follow the parts below.

About 50 minutes for the essentials 11 steps + a tour of every Nutrition tool Go at your own pace

? How to use this guide

  1. 1Do the common setup first — this guide assumes it's done.
  2. 2Every step names exactly where to click, using the app's own menu names.
  3. 3Steps marked optional can be skipped if that feature isn't for you.

✓ Before you begin

  • ✓The common setup is done (company, billing, team).
  • ✓A few clients to add, with their basics (height, weight, goal).
  • ✓An idea of the plans you offer (diet, workout, packages).
Part 1 of 4

Set up your coaching workspace

Begin with your clients and, if you'd like, a library of foods and recipes to build plans from quickly. A little groundwork here makes every plan you write afterwards faster.

1

Add your clients

The people you coach. Capture the basics up front so the CRM can help with calorie targets and progress.

~2 min each
Clients › Add Client
  1. Open Clients and click Add Client.
  2. Fill in their contact details, height, weight, date of birth, goal and activity level — these let the CRM estimate calorie needs for you.
  3. Tick the health-data consent box — you're handling sensitive information, so this matters. Add allergies, conditions and medications where relevant.
  4. Got a list? Use Import on the Clients page to bring many in at once.
💡Why the numbers? Height, weight and goal feed the automatic calorie & macro targets when you build a diet plan — so you're reviewing a suggestion, not starting from a blank page.
2

Build your food & recipe library

A reusable set of foods and recipes so building meal plans is drag-and-drop, not data entry.

~10 minOptional
Recipes

Create your go-to recipes with their ingredients — the macros are worked out for you, ready to drop into any plan.

Recipes
Custom foods

Add any foods that aren't in the built-in library, with their per-portion nutrition, so you can search and use them in plans.

Custom Foods
Part 2 of 4

Coach your clients

The heart of the module — consultations, the plans you write, and the progress you track. This is where your day-to-day coaching lives.

3

Run consultations

Record each session with a client — assessments, notes and follow-ups — so their whole journey is on file.

~3 min each
Consultations
  1. Open Consultations and add a session for a client — pick the type (initial, follow-up) and the date.
  2. Capture your assessment notes, recommendations and anything to follow up on.
🩺Everything you record is private to your team and encrypted — this is health data, handled carefully.
4

Build diet plans

Write a client's eating plan — day by day, meal by meal — with calorie and macro targets worked out for you.

~10 min
Diet Plans
  1. Open Diet Plans and start a new plan. The calorie & macro targets are pre-filled from the client's profile — adjust if you disagree.
  2. Add meals for each day and drop in foods or recipes from your library. The totals update as you go.
  3. Built a plan you'll reuse? Save it as a template, then apply it to a client in one click and tweak.
  4. Generate a grocery list for the plan so the client knows exactly what to buy.
✨Templates save hours — build your best plans once, apply them to each new client, then personalise. You're editing, not starting over.
5

Add workout plans

Pair the diet with a training plan — the exercises, days and structure for each client.

~8 minIf you coach training
Workout Plans
  1. Open Workout Plans, create a plan, and set how many days a week it runs.
  2. Add the exercises for each day, then assign the plan to a client.
6

Track progress

Record measurements and photos over time so you — and the client — can see the results.

Ongoing
Progress
  1. Open Progress and log entries for a client — weight, body-fat, measurements — and add photos.
  2. The CRM charts the trend so improvements are easy to see and celebrate.
📈Progress keeps clients motivated — a before/after they can see is the best retention tool you have.
7

Run programs & challenges

Group several clients into a program or challenge — a shared plan on a shared timeline.

~6 minOptional
Programs
  1. Open Programs, create one, and add the clients taking part.
  2. Apply a plan template to the whole group to get everyone started together.
Part 3 of 4

Client portal, billing & go live

Give clients their own login to stay engaged between sessions, get paid on a recurring basis, and keep the conversation going.

8

Give your clients a portal

Each client gets their own secure login to see their plan, tick off meals, log check-ins and habits, and sign documents. This is what keeps them engaged.

~2 min eachDo per client
Clients › a client › Coaching tab
  1. Open a client, go to the Coaching tab, and click Give portal access. They get an email invite to set a password.
  2. The client signs in to their own portal, separate from your team's view — they see only their own plan and data.
  3. There they can tick off meals, submit check-ins, log daily habits (water, sleep, steps), see their progress, and e-sign any documents you send.
  4. Everything the client submits appears back on their Coaching tab for you to review.
💡The portal is your retention engine — clients who check in between sessions stay on track and stay signed up. It's the standout feature of the Nutrition module.
9

Set up subscriptions & billing

Charge clients on a recurring package and keep on top of who's paid and who's due to renew.

~6 min
Subscriptions  ·  Billing
  1. Open Subscriptions to set up a client's package — its length, fee and start date — and see who's active, expiring or expired.
  2. Record payments against a subscription, and Renew one when it's due.
  3. Raise a formal invoice from Billing when you need one — it uses your logo, tax and numbering from the common setup.
🧾One shared billing engine — invoices look right because you set them up once in Billing › Settings (common setup).
10

Message clients & set reminders

Keep the conversation going and make sure nothing is forgotten.

Ongoing
Messages

Chat with a client in a simple two-way thread, right inside the CRM.

Messages
Reminders

Set reminders for check-ins, renewals and sessions so nothing slips through.

Reminders
💬Turn on WhatsApp in the common setup to send session and renewal reminders to clients automatically.
11

Read your reports

See how your coaching business is doing — active clients, revenue, renewals and results.

Ongoing
Dashboard  ·  Reports
  1. Open the Dashboard and Reports to see active clients, revenue and renewals at a glance.
  2. It fills itself from your clients, subscriptions and payments — nothing to set up.
📊Keep your clients and subscriptions up to date and the reports stay accurate on their own.

🎉 Your Nutrition CRM is ready!

Clients in, plans written, portal live, billing set. Tick off what you've done — it saves on this device — then explore the extra Nutrition tools below.

Part 1 · Workspace
✓Clients added1
✓Food & recipe library (optional)2
Part 2 · Coach them
✓Consultations recorded3
✓Diet plans built4
✓Workout plans (if coaching training)5
✓Progress tracked6
✓Programs (optional)7
Part 3 · Portal & billing
✓Client portal access given8
✓Subscriptions & billing set up9
✓Messages & reminders10
✓Reports reviewed11
This checklist is a personal reminder, saved only on this device and browser. It isn't shared with your team. Your real setup lives in the Verdeshell app.
Part 4 of 4 · Optional

Explore the rest of Nutrition

Your core setup is done. Here's a quick tour of the other tools so you know what's there. Turn each on whenever you're ready — anything with a padlock simply isn't in your plan yet.

Organise & connect

📄
Documents

Attach files to a client — assessments, consent forms, meal guides.

Documents
✅
Tasks

Keep your own to-do list of client work and follow-ups.

Tasks
🔌
Integrations

Bring client data in from other tools — API keys, webhooks and CSV import.

Integrations
🧩
Custom Fields

Add your own fields to clients for the details you track.

Custom Fields

Reach out

💬
WhatsApp

Send session and renewal reminders to clients automatically, or message them directly.

WhatsApp
✉️
Email

Send a quick email or run a campaign to a list of clients.

Email
🤝Need a hand at any point? Email our team at support@verdeshell.com — we're happy to help you get the most out of Verdeshell.