Program delivery and check-ins require nutritionists to manually enroll clients, prepare materials, schedule calls, and track progress across multiple tools. This fragmented workflow creates delays, missed reminders, and administrative burden that pulls time away from client care.
Automation handles enrollment, material preparation, scheduling, and reminder tracking in the background. Nutritionists focus on conducting calls and adjusting programs while the system manages logistics and documentation.
The full workflow, from trigger to completion.
A new client record is created or an enrollment form is submitted. The automation detects the trigger and begins the onboarding sequence.
The automation retrieves the appropriate program materials and meal plan template based on the client's program type.
The automation sends a personalized welcome email with the client's name, program overview, initial materials, and onboarding instructions.
The automation generates a booking link for the first check-in call and includes it in a follow-up message or record.
The automation calculates the next check-in date based on the program schedule and sets a reminder to trigger a check-in prompt on that date.
On the scheduled check-in date, the automation sends a notification to the nutritionist and a reminder email to the client prompting them to book the call.
After the call is held, the nutritionist manually logs notes. The automation detects the update and triggers the next step.
The automation sends updated resources and homework assignments based on the program phase and any notes logged by the nutritionist.
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