How Do I Send a Recipe, Meal Plan, or List to a Client?

You can send a recipe, meal plan or list to a client easily. Here's our three recommended methods:

Deliver it via our software:

1
When looking at a recipe, meal plan or list — click the Export button.
2
Click on the Email tab at the top of the dialog.
3
Enter your client's email, choose your export settings and then click the Start Export button.
4

We will deliver the export to your client with your personal branding and message. We will send you a delivery receipt for confirmation.

Note: The PDF will be attached to the email itself in addition to a link provided in the body of the email which expires after 24 hours. The email is sent via mailer@thatcleanlife.com to ensure the highest level of deliverability.

Download and provide to your client:

1
When looking at a recipe, plan or list — click the Export button.
2
Choose your export settings.
3
Click the Start Export button.
4
Your export will be downloaded as a PDF into your "Downloads" folder. From here, you can either send the PDF as an attachment through your own email client, upload it to a file sharing service (ie: Dropbox), upload it to your practice management software, or simply print it for your client.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us