📄 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
- Go to the Coach Dashboard.
- Select the client from Assigned Clients.
- Under Saved Personal Plans or Saved Meal Plans, click View or View Plan.
- When the plan opens, press:
Windows: Ctrl + P
Mac: Command + P - In the print window, choose Save as PDF.
- 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
