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Client Onboarding tool
Client Onboarding tool

Program

Daniel Ceballo avatar
Written by Daniel Ceballo
Updated over a week ago

Identify personal healthy living goals as you partner with clients by assessing their status. This will allow you to establish your clients’ expectations and make an evaluation based on their medical history, diet history, physical activity habits, eating behaviors, usual food patterns and preferences and more. 

Check out our ready made consultation form by going to Discover Programs and select Consultation


Get a copy of the consultation form to your program library. Click Use program from the top right and click copy program. You can change the title and description of the consultation form (or use it as it is) then click Save Program

You can customize the program with your brand and style. Go to the program menu to view the contents of the consultation form and to see how it will look to clients end by clicking the Next button from the mobile phone visualizer. Edit the module if you want to add or remove contents by clicking on the edit button and save the changes after you're done.


The consultation form is one of our done for you programs that is readily available for all clients or you can customize it how ever you like to make it more personalize.

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