📄 How to Save a Client Plan as PDF

Use these steps to save a client’s saved personal plan or meal plan as a PDF from the coach dashboard.

Step-by-Step

  1. Go to the Coach Dashboard.
  2. Select the client from Assigned Clients.
  3. Under Saved Personal Plans or Saved Meal Plans, click View or View Plan.
  4. When the plan opens, press:
    Windows: Ctrl + P
    Mac: Command + P
  5. In the print window, choose Save as PDF.
  6. Click Save and name the file with the client name and plan date.

Recommended File Name

Example: Greg-Smith-P53-key-foods-Plan-May-2026.pdf