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.
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- Click on the Email tab at the top of the dialog.
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- Enter your client's email, choose your export settings and then click the Start Export button.
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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
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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.