How to create a client in NutriFit

Every visit, program and message in NutriFit hangs off a client record. Creating one takes under a minute, and NutriFit checks for duplicates before you type a single name.

NutriFit calls patients Clients in the sidebar, so this guide does too.

Before you start

You need to be signed in and a member of the clinic you are adding the client to.

Have the client's mobile number ready. It is the key that later connects the record to their NutriFit app account.

Step 1: Open the Clients page

Click Clients in the left sidebar. If the list is empty you will see No clients yet and a button, Add first client. Otherwise click Add Client in the top right.

A dialog opens titled Add Client, with the note "Enter the client's information below."

Step 2: Enter the phone number first

The form shows only one field at first: Phone Number.

Type the number with the country code and a plus sign, for example +972598466834 or +970599123456.

The hint under the field says "Include the country code with +". If you leave it out, NutriFit shows "Enter phone with country code".

As soon as the number is complete, NutriFit shows Checking for an existing record… It looks for the same number across the whole platform. This protects the client's privacy: if they already have a record somewhere, you link to it instead of creating a second one. Guide 3 covers what to do when a match is found.

Step 3: Fill in the details

If no record matches, the rest of the form appears:

First Name — Required: Yes

Last Name — Required: Yes

Email — Required: No. Notes: Useful if the client books online as a guest

Date of Birth — Required: No. Notes: Type the date or use the calendar button

Gender — Required: Yes. Notes: Male, Female or Other. It defaults to Male, so check it

You do not need allergies, medications or history here. Those live in the Health context panel on the client's profile and show on every encounter.

Step 4: Save

Click Create Patient. You will see Patient created successfully, the dialog closes and the client appears in the list.

If you see a message about your plan's client limit, you have reached the free plan's 30 clients. Open Billing to upgrade.

Working with the list

Press / to jump to the search box. Search by name.

Each row has quick actions. Start encounter (shortcut s) opens a new visit for that client straight away.

Click a name to open the client profile with tabs for Overview, Appointments and Activity.

Three tips

Always use the real mobile number. A record created with a wrong number cannot be connected to the client's app later.

Use the sample client only for practice. The setup wizard offers a sample client. It counts toward your client limit, so delete it once you are comfortable.

Keep one record per person. If the duplicate check finds a match, link it. Do not change the number to force a new record.

Next

Guide 3: How to connect a client to their NutriFit app account

Guide 4: How to create an encounter