Per-client placeholders in plans
Leave a blank in a nutrition label once, then fill it in per client when you assign the plan - no editing day by day.
Most of a nutrition plan is the same for everyone - the meals, the foods, the structure. A few details aren’t: the time a client eats breakfast, a personal note, a specific amount. Placeholders let you leave those as a blank in the template and fill them in once, per client, the moment you assign the plan - instead of editing every day by hand.
Adding a placeholder
Open a nutrition template in the Vault. On a meal label (a heading like “Breakfast”) or a
recipe name, the row’s action icons include an Insert field button (the { } icon). Click
it to either:
- Reuse a field you’ve already used in this template, or
- Add a new field by giving it a plain-language name, e.g.
Breakfast time.
The field drops into the label as a chip - so you never type code or curly braces:
Breakfast [ Breakfast time ] { } add-note copy delete
└ Insert field
Reuse the same field across every day. If each day’s breakfast label uses the same
Breakfast time field, you’ll only be asked for it once and the value fills all of them.
Filling it in when you assign
Placeholders are filled at the moment you assign the plan to a client - not afterwards. Both ways of assigning will prompt you:
- From the plan in the Vault: Assign to Client.
- From a client’s page: Add Plan From Template.
After you pick the client (and dates), an extra step lists each placeholder - Breakfast time, and so on. The assign button stays disabled until every field has a value. Enter them and assign: the client gets their own copy with the real values filled in everywhere the field appeared.
Assign the same plan to another client and you’ll be asked again - so each client gets their own values.
Good to know
- Templates keep their placeholders. The fields stay in the template (and in any copy you Save as template) - real values are only written into a client’s plan at assignment.
- In “Add Plan From Template”, copy rather than link. That dialog has a Link to template toggle. A linked plan keeps its content shared with the template, so it can’t take per-client values - leave the toggle off (the default) so the plan is copied and the placeholders are filled.
- Reuse field names exactly. Two labels with the same field name share one value; differently named fields are asked for separately.