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Managing Clients

  • How to register DNA kits for clients
  • Created Clients vs. Connected Clients
  • How to add a client
  • How to add yourself as a client
  • How to download your client's raw DNA file
  • How to Connect a Client (Existing SelfDecode User)
  • How to Create Action Plans for Your Clients
  • How to Share Result Access with your Clients
  • How to send a lifestyle assessment to a client
  • Navigating Client Results
  • How to create custom intake forms
  • How to send an intake form
  • Granting Former Clients Account Access
  • Managing Connected Client Subscriptions
  • Client Charting Notes
  • Messaging connected clients through SelfDecode
  • Default Recommendation Notes
  • How to create a gene pack
  • Building meal plans for your clients
  • DecodyGPT: Your client's 24/7 virtual health coach
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