Here is a quick getting-started guide to Eat This Much for Professionals. ETM Pro is still a work in progress, and if you have any feedback or questions, please send us an email telling us what you're looking for from the service.
1. Getting started
Once you sign up for Eat This Much Pro, you'll be directed to your Diet Planner page. This is the core of the Eat This Much platform, and all of your clients (that have full-access accounts) will have access to a similar planner. With your Pro account, however, you now have an extra menu bar across the top of the page.
At the top of the sidebar menu, you'll find the following sections
This is where your planner now lives. If you used the site before upgrading to Pro, all of the normal navigation is now under this tab. You'll be able to make meal plans in here, save them, then apply them to your clients' accounts.
Manage client plans
Here you can do 2 things:
1. Apply sets of meal plans to your clients' diet planners. On your own diet planner, you can save good meal plans to reuse, and then apply them to to the client accounts.
2. Directly view/edit your clients' accounts. If you want to make edits directly to a client's planner, or help them with something else in their account, click the "Actions" button next to their name.
Send plan emails
Here you can send any of your meal plans to any number of your clients all at once. Before you send a plan, you can edit it however you like, down to the exact text for each recipe.
Saved meal plans
Here you can view your saved meal plans, and view/edit them, or get a link to share it with other people.
Here you can invite clients to create an ETM account, as well as add "Email-only" clients.
Edit your full name, company name, and custom logo. Your custom logo and name will be shown to your clients on their accounts, as well is in the meal plan emails that you send out. You can also manage your billing info here.
Full-access clients vs email-only clients
Full-access clients have a full ETM account that they can use to plan their meals. You can apply your meal plan sets to their planners, and they can make substitutions, manage their grocery list / pantry, and send emails to themselves.
Email-only clients are just that - they simply exist in your client dashboard, and you can send them emails of your saved meal plan sets (or meal plans directly from your own planner).
2. Onboarding your clients
The first thing you'll want to do is invite your clients (Full-access accounts need invites, but Email-only clients don't and can start receiving your meal plans right away). Your clients will receive an invite email with a link, and once they click the link, they'll be able to start setting up their profile. Alternatively, you can create your client's accounts for them, and they will receive an email with a temporary password to log in.
Full access clients: Once these clients are set up, they can either use the site entirely on their own, or you can get involved as much as you like. You can go in and edit their accounts directly, or send your own sets meal plans to their diet calendar (both via the Edit user plans tab).
3. Creating meal plans
Creating your meal plans happens in the Planner Sandbox tab. Create them just like you would plans for yourself, and then when you're happy with them, save them. Click the "Diet Actions" button in the top left of a meal plan, then "Save plans". Select the dates for all the plans you would like to save to a set (up to 31 per set), and then give them a title. Once you save them, you can load them into any other dates on your own planner, or apply them to any of your clients' accounts.
If you want to create meal plan sets for many different calorie levels (e.g. if you group clients into 1500 Cals, 1800 Cals, 3000 Cals, etc.), you should most likely create different Nutrition Profiles for each group. When you copy the meal plan sets to your client accounts, the Nutrition Profiles get copied over as well. If you edit the same nutrition profile to create each group of plans, when you copy it to your client accounts,
4. Applying meal plans to your clients' accounts
Once you've made some plans you're happy with, head to the "Manage client plans" tab. Here, you can apply your saved plans to your clients' diet planners. Once you do, you'll see the dates for which the plans are applied, and you'll get an email notification when your client is about to finish your meal plans (at which point they can simply use the site themselves, or email you to give them some new plans).
4. Sending meal plans as emails
If you'd rather do the work of putting together meal plans and sending them to your clients, you can do so in the "Send plan emails" tab. Here you can send emails of meal plans from your saved plans or directly from your Planner Sandbox's calendar.
The main benefit of sending from the "Send plan emails" tab is that you can totally customize the content of the email with our built in editor. You can write in acceptable substitutes, add extra images, or whatever.
5. Upcoming features
Viewing client adherence, progress graphs, sharing saved recipes, food lists, and more! If you have any feature requests, please send us an email at [email protected]