There are three ways to make a meal plan template available to a client:
Share the template with a client, so they can access the template from their planner at any time in the future
Assign it to a specific day in your clients planner
Export to PDF to share outside of SENPRO
Share template
When you share a template with a client, the template will become available in their planner from them to choose from within both the web-platform and mobile app.
How to share a template
When viewing the meal plan template, click the share icon in the top right corner of the page (pictured below). You will then be able to select the client(s) or group(s) you wish to share the template with.
Now that you've shared a template, your clients will be able to find shared templates in the planner. This is great if you're providing a lower-touch service to your clients and want to allow them more flexibility to choose appropriate templates.
To help your clients choose a a suitable meal plan template, make sure to name the template appropriately. You can also add a suitable "type of day" to the template.
In the web-platform, your clients will be able to find shared templates in their planner by clicking the add button, followed by Templates.
In the mobile app, your clients will be able to find shared templates in the planner by clicking the find template button.
Assign template
Assigning a template is used when you want to add the contents of a meal plan template to a specific date in your clients planner. This is a great way to quickly programme for your clients in the planner.
How to assign a template
When viewing the meal plan template, click the assign icon in the top right corner of the page (pictured below). You will then be able to select the client(s) or group(s) you wish to assign the template to and the specific date you would like to assign the template in their planner.
Please note, assigning a template does not enable your client to find this template at a later date (please see the notes above on how to share a template if that is your desired outcome).
Export to PDF
Exporting a meal plan template to PDF enables you to manually share your meal plan templates with clients outside of SENPRO. When viewing the meal plan template, click the export icon in the top right corner of the page.