Add conditions-based Meal Plans to Automated Payment Plans

Please follow these steps to add a Meal Plan to a Payment Plan -

1. Go to the specific payment plan in the "Payment Plans" section and move to the "Automation" section.

2. Click on “+ Select Meal Plan”

3. All of your Meal Plans from the “Nutrition” section will be available here. Select the one you want to assign to this payment plan.

4. You will see the option to add conditions for this meal plan. If you wish to assign this meal plan to anyone who signs up, select “no”.

If you want to assign different meal plans to different people based on their answers, select “yes”.

5. Once you click on “yes”, you will be able to select a question to set the condition.

6. Now, you can select the answer that your client will give to this question and the meal plan that was selected earlier will be assigned to anyone who selects this option.

You can add other questions within the same condition as well. Click on “Save” once done.

7. You can add multiple meal plans and set conditions for each of them.

8. A default fall-back meal plan will also have to be added. In case the client chooses anything other than what was defined in the conditions or skips the questions, the default meal plan will be assigned.

9. The default plan can also be a BMR based plan. The system will calculate the macros and calories based on the information provided by the client and assign a macros-based meal plan.

The BMR plan will keep on getting updated when the client’s age, weight, activity level and goal.

10. Once you have added all the meal plans, click on the checkbox beside “Automation is off right now, check this box to turn it on”

11. Once automation has been switched on, anybody who purchases this plan will be assigned any of the meal plans that are added depending on the answers they give to the questions.

A lightning bolt icon will be visible under the plans that have automation enabled.

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