Nutritionists

First visits, check-ups and meal plans. Appointments, notes and documents stay on the patient.

Contacts
Forms
Appointments
Deals
Tasks
Documents
Automations
Products
Bookings
Notes
Integrations
Contacts
Forms
Appointments
Deals
Tasks
Documents
Automations
Products
Bookings
Notes
Integrations

Contacts

Patients with goal, date of last check-up and whether the plan has already been delivered.

Contacts  (3)

Companies Filters Actions New Contact
Contact Tag Type Job role Company Source
SR Sara Riva First visit Patient Patient Giulia Ferri Site
MB Marco Bianchi Control Follow-up Patient Patient Paolo Greco Doctor
LF Luca Ferri Sports Patient Patient Elena Costa Word of mouth

Who needs to check back and how many routes are active.

Reports
Charts
Type
Source
Companies

Forms

From the site they ask for the first visit: objective and address arrive in the form.

Book your first visit

Goal and a timetable. Bring the latest analyzes if you have them.

Email
Name
Surname
16/04/2026
How can we help you?
Send
Book an appointment

Goal and a timetable. Bring the latest analyzes if you have them.

Sara Riva
Patient
30 min
Select a date
November 2026
Mo
Tu
We
Th
Fr
Sa
Su
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
Saturday 14 November
09:00
10:00
11:00
14:00
15:00
16:00

They choose the day and time. The appointment is already on the patient.

Close the visit and the check reminder starts, at the distance of the route.

Back Check in 30 days View logs Run test Active Save
100%
Add action
Start
Fixed schedule
Planned
Visit closed

read_google_sheet

connector 1
ForEach Loop

loop_foreach

php 2
Visit closed
Offer control

create_contact

1
End

Appointments

First visits and checks during the study week.

Appointments
Calendar
08:00
09:00
10:00
11:00
12:00
13:00
14:00
15:00
16:00
17:00
18:00
Mo
9
First visit Ferri
11:00
15:00
Tu
10
Control Greco
14:00
17:00
We
11
08:00
Sara Bianchi
16:00
Th
12
09:00
11:00
Marco B.
Fr
13
10:00
12:00
16:00
Call with Rossi & Co.
Nov
16
Mon
10:00 - 10:30
Monday 16 November
30 min
Video conference
Google Meet
https://meet.google.com/abc-defg-hij
Organizer Sara Bianchi
Participants Marco B., Sara R.
Company Giulia Ferri
Start 16/11/2026 10:00
End 16/11/2026 10:30
Video conference Google Meet
Location Study, Via Torino 8
Status Confirmed

Each visit has a patient, time and whether it is a first meeting or a check-up.

Deals

Path, sports plan, renewal: the proposal remains open until the patient confirms.

Deals | Sales

Group by
Board List
Deal
New lead 2
6.500,00 €
1.750,00 €
20%
Route 3 months Ferri

€ 2.000

Giulia Ferri

26 Nov

  • MB
    • 30%
    Sports plan Greco

    € 4.500

    Paolo Greco

    4 Dec

  • SR
    • Lead qualified 2
    15.000,00 €
    8.500,00 €
    50%
    Control Costa

    € 5.000

    Elena Costa

    22 Nov

  • LV
    • 60%
    Route renewal

    € 10.000

    Giulia Ferri

    19 Nov

  • MB
    • Negotiation 1
    10.000,00 €
    8.000,00 €
    80%
    Retargeting

    € 10.000

    Elena Costa

    17 Nov

  • LV

    • Active routes and controls still to be established.

    Reports
    Charts
    Status
    Amount
    Companies

    Tasks

    Plans to write and analyzes to ask for, with the date of the next check-up.

    Tasks | Projects

    Group by
    Board Cards Calendar List
    Task
    Rossi 3
    Prepare plan Ferri
    Rossi

    2/4

    Tomorrow

  • MB
    • Rossi
    Ask Greco for analyses

    1/3

    17 Nov

  • SR
    • Send the check reminder

    3/3

    12 Nov

  • LV
    • Bianchi 2
    Send monthly report
    Bianchi

    0/2

    16 Nov

  • SR
    • Bianchi
    Ask Greco for analyses

    1/5

    Yesterday

  • MB
    • Verdi 1
    Prepare plan Ferri
    Verdi

    0/1

    20 Nov

  • LV

    • Tasks | Projects

    Group by
    Board Cards Calendar List
    Task
    08:00
    09:00
    10:00
    11:00
    12:00
    13:00
    14:00
    15:00
    16:00
    17:00
    18:00
    Mo
    9
    Prepare plan Ferri
    Ask Greco for analyses
    Tu
    10
    Send the check reminder
    Rossi project kickoff: goals and dates in the CRM.
    We
    11
    Prepare plan Ferri
    Ask Greco for analyses
    Th
    12
    Maintenance contract expiry
    Call with Rossi & Co.
    Fr
    13
    Send monthly report
    Rossi project kickoff: goals and dates in the CRM.

    Study work does not overlap with visits.

    Documents

    The food plan is up to the patient, with the version you gave him.

    Ferri meal plan

    Save
    Data Connections (0)
    Preview Download
    Type
    Procedure
    Stakeholders
    MB Marco B.
    SB Sara Bianchi
    Add
    Content

    Typical week and exceptions

    Goal

    Align the team on dates, owners and the first deliverable.

    Next steps

    1. Rossi project kickoff: goals and dates in the CRM.

    Automations

    Visit closed: the patient receives when to return, without a handwritten message.

    Start
    Check in 30 days
    Event Deal
    Condition

    condition

    Control 1

    Yes

    Create Task

    create_task

    2

    No

    End
    Back Check in 30 days View logs Run test Active Save
    100%
    Add action
    Start
    Fixed schedule
    Planned
    Visit closed

    read_google_sheet

    connector 1
    ForEach Loop

    loop_foreach

    php 2
    Visit closed
    Offer control

    create_contact

    1
    End

    Which reminders have gone out and who hasn't rebooked yet.

    Products

    First visit, check-up and plan: the price list from which the route comes out.

    Services
    List
    Service Code Duration Price
    First visit SRV-01 30 min € 35
    Control SRV-02 45 min € 45
    Meal plan SRV-03 60 min € 50
    First visit SRV-04 90 min € 60
    Control SRV-05 30 min € 80
    Meal plan SRV-06 45 min € 95
    First visit SRV-07 60 min € 35
    Control SRV-08 90 min € 45
    Meal plan SRV-09 30 min € 50
    First visit SRV-10 45 min € 60

    Bookings

    Each booking has type of visit, time and status.

    First visit
    Nov
    15
    Sun
    10:30 - 11:15
    Sunday 15 November
    Your booking is confirmed
    Owner
    Sara Riva
    Patient
    Owner Sara Riva
    Contact Marco B.
    Service First visit
    Start 15/11/2026 10:30
    End 15/11/2026 11:15
    Duration 45 min
    Location Study, Via Torino 8
    Status Confirmed
    Bookings
    Calendar
    08:00
    09:00
    10:00
    11:00
    12:00
    13:00
    14:00
    15:00
    16:00
    17:00
    18:00
    Mo
    9
    First visit
    Meal plan
    Control
    Tu
    10
    Control
    First visit
    Meal plan
    We
    11
    Meal plan
    First visit
    Control
    Th
    12
    Control
    Meal plan
    First visit
    Fr
    13
    First visit
    Control
    Meal plan

    The study week: first meetings and checks.

    Notes

    Open preferences and constraints as you update the plan, not in a scattered note.

    Notes Note
    Search
    MB
    Ferri: No milk for breakfast 11:42
    Ferri: No milk for breakfast
    SB
    Greco: train in the evening, move carbohydrates 09:18
    Greco: train in the evening, move carbohydrates
    LV
    Ideas for Q2 campaign Yesterday
    Call the client before noon and send the recap the same day.
    MB
    Pricing notes Yesterday
    Share the brief with the team
    SB
    Onboarding questions Mon
    Lock Friday 10:00 for the review
    LV
    Follow-up after the demo Mon
    Send the recap to the client
    Kickoff talking points

    Confirm owners, share the brief and lock Friday as the first review.

    Bring the timeline, the open questions and who signs off each deliverable.

    Next steps
    Share the brief with the team
    Lock Friday 10:00 for the review
    Send the recap to the client
    MB SB
    Client call reminders

    Call the client before noon and send the recap the same day.

    Bring the timeline, the open questions and who signs off each deliverable.

    Lock Friday 10:00 for the review
    Share the brief with the team
    SB Private

    Notes  (18)

    Filters Actions Note
    Search
    18
    Notes
    4
    Private
    Note Privacy Stakeholders Updated Owner
    Ferri: No milk for breakfast Public MB SB 11:42 MB
    Greco: train in the evening, move carbohydrates Private SB 09:18 SB
    Ideas for Q2 campaign Public LV MB Yesterday LV
    Pricing notes Public MB SB LV Yesterday MB
    Onboarding questions Private SB Mon SB
    Follow-up after the demo Public LV Mon LV

    All patient notes, from the first visit to the last check-up.

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