Welcome to That Clean Life! This guide walks you through everything you need to create your first nutrition plan and share it with a client. Follow the steps in order, or jump to the section you need.
1. Setting up your profile
Your first step is setting up your business branding and preferences. When you log in for the first time, head to your Dashboard where the Getting Started Checklist will be waiting for you.
Click Set up your profile to get started.
Here you'll configure two key areas:
My Business: Add your business logo, company name, and contact information. This powers your custom branding — your logo and details will appear on shared links, so everything your client sees looks like it came from you.
Preferences: Set your preferred units of measure and choose which nutrients you'd like to display in Recipes and Planner. Some nutrients will appear greyed out — these are available on the Plus plan only. For a full breakdown of what's included in each plan, see our Plan Comparison article.
You can return to update your profile and preferences at any time through your account settings.
You can also access our help articles and video tutorials here. Once your preferences are set, you are ready to start creating plans for your clients.
Now that your profile is set up, you are ready to move on to the next step.
2. Using Filters to Find the Right Recipes
Before you build your first plan, it's worth getting comfortable with filters. Knowing how to filter recipes well is what makes building great, personalized nutrition plans fast and efficient.
To access filters, click the Recipes tab and then click Filter.
You can filter recipes by:
- Time: Find recipes that fit within a specific prep time — great for clients with busy schedules.
- Number of ingredients: Useful for finding simple, budget-friendly meals.
- Tags: Search by dietary needs, meal type, cooking appliance, cultural cuisine, or common allergens — for example, dairy-free, gluten-free, and soy-free.
- Include ingredients: Surface all recipes that feature a specific ingredient, like turmeric or salmon.
- Exclude ingredients: Remove recipes containing ingredients your client avoids, such as for food sensitivities.
- Nutrition: Filter by calories, macronutrients, vitamins, and minerals — for example, low-sodium or high-fiber recipes.
Example: Working with a celiac client who needs quick breakfasts? Apply the glutenfree and breakfast tags, then set the time slider to 30 minutes or less.
Pro Tip
If you'll be using the same filter combination regularly, save it as a Bookmark to apply it instantly in the future. Bookmarks can be saved directly from the Filter Recipes panel on the Recipes page. See our Bookmarks article to learn more.
Example: Working with a client who needs high-fiber meals? Use the Nutrition tab to filter recipes by a specific amount of fiber per serving.
At this point, your profile is set up and you now know how to use filters. What would you like to learn next?
3. Creating a meal plan
There are two ways to create a meal plan in That Clean Life. Each planner spans 7 days. If your client needs more than 7 days of content, create additional planners and group them together in a collection.
Option A: Blank Planner
A blank planner gives you full control to hand-select every recipe. This is ideal when you want to build a plan from scratch around a specific client's needs.
- Click the Planner tab.
- Click New, then select Blank.
- Name your meal plan and set your rules.
Setting rules allows you to filter which recipes are available as you build the plan. For example, applying a seafoodfree tag as a rule ensures no seafood recipes appear when you search for recipes from your meal slots.
Pro Tip
Save your rules as a Bookmark to quickly apply them between the Recipes and Planner tabs.
Quickly apply your Rules by selecting My Bookmarks and choosing the Bookmark you previously saved.
Once your rules are set, click the Create Plan button to save your setup.
Click into any blank meal slot to search for and add recipes. You can also head to the Recipes tab, filter for what you need, and add recipes directly to the plan from there.
About Smart Mode: Clicking the Smart button on your plan reveals the rules currently applied. On the Starter plan, smart mode lets you set dietary tags to filter which recipes are available as you build the plan.
As you add recipes, your grocery list builds automatically in real time.
Ready to share this meal plan with a client? See Step 5.
Option B: Templates
Templates are done-for-you meal plans created by the That Clean Life team, complete with a grocery list, prep guide, and evidence-based rationale. They're a great starting point when you want to move quickly or need a clinically grounded foundation to build from.
To find a template:
- Click the Templates tab.
- Use the Filter button to search by tags, or use Global Search to search by keyword.
Click into a template to preview it and review the Evidence tab for the rationale behind the plan.
To customize a template for your client:
- Click Copy.
- Rename the plan and scale it for up to 4 people if needed.
- Click Copy Plan.
When you copy a template, its tags are carried over as smart rules. You can view and edit these by clicking the Smart button.
Note: On the Starter plan, updating the rules on a copied template will not automatically swap out the existing recipes — you'll need to replace them manually.
To remove a recipe: Click the ··· icon on the recipe and select Remove from plan. To remove a recipe from multiple days at once, click the recipe photo and deselect the days you'd like to remove it from.
To add a recipe: Click into an open meal slot and use the search box, or head to the Recipes tab, apply your filters, and add recipes from there.
The grocery list updates in real time as you make changes.
Tip
Save your rules as a Bookmark to quickly apply them between the Recipe and Planner tabs.
Ready to share this meal plan with a client? See Step 5.
4. Creating a collection of recipes
A recipe collection is a flexible alternative — or complement — to a meal plan. Instead of a structured day-by-day plan, a collection gives your client a curated set of recipes they can reference on their own. Collections can hold an unlimited number of recipes, making them great for building comprehensive recipe libraries for your clients.
To create a collection:
- Click the Collections tab.
- Click + New Collection at the bottom of the screen.
Give your collection a name and click Create Collection.
Once created, head to the Recipes tab and use filters to find the right recipes.
To add multiple recipes at once, click Select, check the recipes you want, and add them to your collection in one step.
You can also add recipes from inside an individual recipe card.
Example: Building a collection of quick one-pan dinners for a busy family? Apply the dinner and onepan tags and set the time filter to 20 minutes or less.
Pro Tip
Save frequently used filter combinations as Bookmarks so you can pull them up quickly next time.
Now move onto Step 5 to share this collection with your client.
5. Sharing your nutrition plan with your client
Once your plan or collection is ready, sharing it with your client takes just a few steps.
- Open the meal plan or collection you'd like to share.
- Click the Share button and toggle sharing on.
- A unique link will be generated — copy it to send to your client.
- Adjust any sharing permissions you'd like to enable.
Sharing with Practice Better
If you use Practice Better to deliver nutrition plans to clients, you can embed That Clean Life plans directly into a Protocol or Program. To do this, connect the integration between the two platforms, then embed your That Clean Life plan inside Practice Better. This keeps your client's entire care experience in one place.
You’re all set! Be sure to return to this guide as needed, and don’t forget to check out our Video Tutorials for further explanations of each of our features.
Need assistance? We’re here to help! Connect with our support team here.