User Guide — NutriPlanit Documentation

Getting Started

Logging In

1

Navigate to the login page.

2

Enter your Clinic Code — a short identifier your admin provided (e.g. demo-clinic).

3

Enter your Email and Password.

4

Click Login.

First-time login or password reset? You'll be asked to set a new password before accessing the app. Your new password must be at least 8 characters.

Navigation

The sidebar on the left is your main navigation, organized into three sections:

Section	Pages
Main	Dashboard, Clients, Followups, Meal Plans
Library	Meals, Supplements, Workouts
Tools	BMI Calculator

Collapse the sidebar to icon-only mode by clicking the collapse button at the top. On mobile, tap the hamburger menu icon to open the sidebar. Your name and a logout button appear at the bottom.

Dashboard

Your home screen — a quick overview of your clinic at a glance.

Quick Stats

Total meals, active clients, and plans — click any card to jump to that section.

Quick Actions

Jump straight into creating a new plan or adding a new client.

Recent Activity

Up to 10 recent events with relative timestamps — links take you straight to the record.

Meal Library

Your collection of reusable meals. Build it once — drag meals into any weekly plan as needed.

Meal Categories

Pre-Breakfast Breakfast Lunch Dinner Snack Nutraceuticals Before Bed

Searching & Filtering

Use the search bar to find meals by name or tag. Use the category filter buttons to narrow results by meal type.

Adding a Meal

Click Add Meal and fill in the form:

Field	Required	Details
Meal Name	Required	A descriptive name
Category	Required	One of the 7 categories above
Calories	Optional	kcal per serving
Protein / Carbs / Fat	Optional	Grams per serving
Prep Time	Optional	Minutes
Tags	Optional	Type & press Enter, or use quick-add buttons
Ingredients	Optional	Name, Quantity, and Unit per ingredient
Recipe / Instructions	Optional	Free-text preparation steps

Tip: Quick-add tag buttons include: high protein, vegetarian, vegan, gluten-free, dairy-free, low carb, quick, meal prep, high fiber, low calorie, no-cook, omega-3, detox, desi, digestive, and more.

Editing & Deleting

Click the pencil icon on any meal card to edit it. Click the trash icon to delete (a confirmation dialog appears).

Supplements Library

Store reusable supplements, vitamins, and medications to assign to client meal plans.

Supplement Categories

Category	Examples
Vitamin	Vitamin D, B12, Multivitamin
Mineral	Iron, Calcium, Zinc
Protein	Whey protein, Collagen peptides
Omega	Fish oil, Flaxseed oil
Probiotic	Lactobacillus, Saccharomyces
Herbal	Ashwagandha, Turmeric
Medication	Prescribed medications
Other	Anything else

Adding a Supplement

Click Add Supplement and fill in:

Name (required)
Category — select from the list above
Dosage (required) — e.g. 2000 IU, 1 capsule, 500mg
Timing — Morning, Afternoon, Evening, With Meal, Before Meal, After Meal, Before Bed, As Needed
Notes — special instructions or warnings

Workouts Library

Store reusable exercises that can be assigned to days in a meal plan.

Category	Description
Strength	Weight training, resistance exercises
Cardio	Running, cycling, swimming
Flexibility	Stretching, yoga
Balance	Stability exercises
HIIT	High-intensity interval training
Other	Anything else

Adding a Workout

Name (required)
Sets (required) — number of sets
Reps (required) — number of reps per set
Category — select from the list above
Instructions — how to perform the exercise
YouTube URL — optional link to a demonstration video
Notes — additional notes

Managing Clients

Adding a Client

Click Add Client to open the form. Fields are grouped into sections:

Section	Fields
Name & Contact	Full Name (required), Email
Demographics	Age, Gender (Male/Female/Other), Weight (kg or lbs toggle), Height (cm or ft toggle)
Activity Level	Sedentary → Lightly Active → Moderately Active → Very Active → Extra Active
Auto-Calculated	BMI (with category), BMR (calories at rest), TDEE (maintenance calories)
Nutrition Targets	Dietary Goals, Daily Calorie Min/Max, Target Macros (Protein, Carbs, Fat)
Health Information	Allergies, Medical Conditions (with quick-add buttons), Notes

The form auto-calculates BMI, BMR, and TDEE as you fill in weight, height, age, and gender — use these values to set appropriate calorie targets.

Client Detail Page

Click any client to open their detail page — a full view with:

Profile Card — demographics, calorie target, allergies, medical conditions (red banner), notes (amber banner)
Meal Plans — all plans for this client; click any to open in the builder; New Plan button pre-selects this client
Followups — all followup records with edit/delete actions

Quick-Add Medical Conditions

Diabetes T1 Diabetes T2 Hypertension Hyperlipidemia PCOS Hypothyroidism Hyperthyroidism IBS Celiac Disease GERD Kidney Disease Fatty Liver Anemia Gout Heart Disease Obesity Osteoporosis

Building Meal Plans

The Plan Builder is the core feature of NutriPlanit — a drag-and-drop weekly planner organized as a 7-column grid.

Creating a New Plan

1

Go to Meal Plans and click New Plan, or use the Quick Action on the Dashboard.

2

Fill in the settings modal: Client (required), Start Date, Status, Dietitian Name, Clinic Name, and Notes.

3

Click Save Settings to start building.

The Plan Grid

Each day column (Mon–Sun) has 7 meal slots plus two additional rows:

#	Row
1	Pre-Breakfast
2	Breakfast
3	Lunch
4	Dinner
5	Snack
6	Nutraceuticals
7	Before Bed
—	Supplements (one slot per day)
—	Workouts (one slot per day)

Adding Meals, Supplements & Workouts

1

Open the sidebar on the left (click the arrow if collapsed).

2

Select the Meals, Supplements, or Workouts tab.

3

Browse or search the library. Drag an item from the sidebar and drop it onto the desired day and slot.

You can place multiple meals in the same slot. Hover over any item and click X to remove it.

Daily Totals & Indicators

Each day column footer shows combined Calories, Protein (P), Carbs (C), and Fat (F). If calorie targets are set on the client, a status indicator appears:

Green checkmark — On target

Amber down arrow — Under target

Red up arrow — Over target

A progress bar visualizes how close each day is to the target. The top bar shows weekly average calories and protein across all 7 days.

Copying a Day

To duplicate an entire day's meals, supplements, and workouts:

1

Click the copy icon in the day column header.

2

A dialog shows the other 6 days — select the target day.

3

All items are copied over (the target day's previous content is replaced).

Build Monday's meals first, then copy it to similar days (e.g., Wednesday) to save time.

Plan Settings & Saving

Click the gear icon in the top bar to edit settings (client, dates, status, dietitian name, clinic name). Click Save in the top bar — new plans are created; existing plans are updated in place.

Save often — click the Save button in the top-right corner of the plan builder regularly to avoid losing work.

Exporting Plans to Word

Export any saved meal plan as a .docx Word document for printing or sharing with clients.

1

Open the plan in the plan builder.

2

Make sure the plan is saved — the Export button is disabled for unsaved plans.

3

Click the Export button in the top bar.

4

A [client-name]-meal-plan.docx file will download automatically.

What's Included in the Export

Client name and plan title
Dietitian name and clinic name (from plan settings)
Full 7-day meal schedule with nutrition info
Supplement assignments per day
Workout assignments per day

Tracking Followups

Followups help you track client progress over time — weight changes, compliance, and session notes.

Followups Page

The global Followups page shows all records across all clients. The Upcoming section at the top shows cards for future-dated followups, color-coded by urgency (red = today, blue = future). Use the Status Filter to view: All | Scheduled | Completed | Missed.

Creating a Followup

Click Add Followup from the Followups page or from a Client Detail page.

Field	Options / Notes
Client	Select from dropdown (pre-filled if from client's page)
Date	The followup date
Type	Check-in · Progress Review · Adjustment · Compliance Check
Status	Scheduled · Completed · Missed
Weight	Optional — toggle between kg and lbs
Notes	Session notes, observations, next steps

BMI & BMR Calculator

A standalone tool for calculating body metrics. No data is saved — results update in real time as you type. Click Reset to clear all fields.

Input Fields

Field	Notes
Weight	Toggle between kg and lbs
Height	Toggle between cm and ft
Age	Client's age in years
Gender	Male or Female
Activity Level	5 levels: Sedentary → Extra Active

Results

1 BMI — Body Mass Index

BMI Range	Category
Below 18.5	Underweight
18.5 – 24.9	Normal
25.0 – 29.9	Overweight
30.0+	Obese

A color scale bar visualizes where the value falls.

2 BMR — Basal Metabolic Rate

Calories per day at complete rest. Calculated using the Mifflin-St Jeor equation.

3 TDEE — Total Daily Energy Expenditure

Maintenance calories per day (BMR × activity multiplier). Three sub-values:

TDEE − 500 cal — for losing ~0.5 kg/week
TDEE — to maintain current weight
TDEE + 500 cal — for gaining ~0.5 kg/week

Quick-Start Workflow

New to NutriPlanit? Follow this recommended workflow to go from zero to your first client plan.

1

Build Your Meal Library

Add meals your clients commonly eat. Include nutrition values and tags so you can find them easily later. Add meals across all 7 categories so you have options for every time slot.

2

Add Supplements & Workouts

If you prescribe supplements or recommend exercises, add them to their respective libraries now.

3

Create a Client

Add your client's profile with demographics, health conditions, allergies, and calorie targets. The auto-calculated BMI, BMR, and TDEE help guide your target-setting.

4

Build a Meal Plan

Create a new plan, drag meals into each day's slots, add supplements and workouts, and watch the daily totals to ensure calorie targets are met. Use the day-copy feature for similar days. Save the plan.

5

Export & Share

Export the plan as a Word document and share it with your client via print, email, or messaging.

6

Track Progress

Create followup records to track the client's weight, compliance, and progress over time. Use the Followups page to manage upcoming sessions.

Tips & Best Practices

Tag your meals generously — tags make searching much faster when building plans.

Use the BMI Calculator before setting calorie targets to get evidence-based recommendations.

Set calorie targets on the client profile — the plan builder will show green/amber/red indicators so you can balance the plan at a glance.

Record medical conditions and allergies — they appear as a banner in the plan builder so you never forget them while planning.

Use Draft status while building — switch to Active when the plan is finalized and shared with the client.