C7 Professional Nutrition

Professional Client Plan Workspace

Create the professional identity, client record, and plan source before preview and approval.

Step 01

Professional Profile

Required

Step 02

Client Record

Required

Step 03

Plan Source

Required

Step 04

Plan Preview

Waiting

Preview not available yet

Complete the professional, client, and plan source steps first.

Step 05

Professional Review

Waiting

Professional

Not entered

Coach

Email

Not provided

Phone

Not provided

Client

Not entered

Email

Not provided

Phone

Not provided

Selected Plan

C7 Template

Source: C7 Template

Step 06

Generate

Locked

Generation is locked

Approve the professional review before preparing the plan file.

Intake Summary

Client not entered

Managed by Professional

Plan: C7 Template

C7 Workflow

01

Professional

02

Client

03

Plan Source

04

Preview

05

Review

06

Generate