How to Add a Client on Cronometer: A Comprehensive Guide

Over 90% of Cronometer Pro users report that the platform helps increase client adherence and engagement, making the process of how to add a client on Cronometer a critical first step. This guide provides a detailed walkthrough for health professionals looking to integrate new clients into their workflow efficiently.

Quick Summary

Step-by-step instructions detailing the process for health professionals using Cronometer Pro to add new clients. It covers sending invitations to new and existing users, the difference between shared and internal profiles, and managing the client list.

Key Points

• Access Pro Web Interface: Use the Cronometer web version and ensure your Pro account is selected for client management.

• Choose Shared or Internal Profile: Add clients via a Shared Profile for interactive logging or an Internal Profile for private management.

• Invite Clients by Email: Send an invitation to new or existing users; they receive free Gold features upon acceptance.

• Bulk Add with CSV: Import multiple clients at once using a CSV file, following the provided template.

• Manage Client Dashboard: After connecting, access a client's dedicated view to edit diaries, set targets, and communicate securely.

• Resend Expired Invites: If a client's invitation isn't accepted within 7 days, resend it from the Clients tab.

• Use Client Groups: Organize clients into custom groups for easier management and tailored resource sharing.

Getting Started with Cronometer Pro

Before you can add a client on Cronometer, ensure you are logged into your Cronometer Pro account on the web version, as this feature is not fully available on the standard mobile app. In the top right corner, click on your account name and switch to your 'Pro' profile if you are not already there. For the best client experience, it is recommended to set up your branding with your company name and logo before adding clients. You can do this under More > Account Settings in the top navigation bar.

Method 1: Adding a Single Client

Step-by-step process

1. From your main Pro dashboard, navigate to the 'Clients' tab in the top navigation bar.
2. Click the '+ Add Client' button to begin.
3. You will be presented with two primary options for the client's profile type: Shared Profile or Internal Profile.
4. Shared Profile: This is the most common option. It allows both you and your client to access their diary, dashboard, and settings.
   • Enter your client's name and the valid email address they wish to use. If they have an existing Cronometer account with that email, it will link automatically.
   • Your client will receive an email invitation to accept your monitoring request.
   • The email link will expire in 7 days, so remind your client to accept the invitation promptly.
5. Internal Profile: This option is for managing a client's diary for them without giving them access.
   • Provide the client's name and select 'Internal Profile' from the drop-down menu.
   • The client will not receive an email, and their data will remain for your eyes only.
   • You can later convert an internal profile to a shared profile by adding their email.
6. Click 'Add' to send the invitation or create the profile.

Method 2: Bulk Adding Clients

For coaches or professionals with multiple new clients, the bulk add feature is a major time-saver.

Using a CSV for import

1. From the 'Clients' tab, select the 'Bulk Add Clients' option.
2. Cronometer provides a template for a CSV document. Download this template to ensure your file is formatted correctly.
3. Fill in the client details using the template. At a minimum, you will need to include the client's name and a valid email address.
4. Optionally, specify a client group for each entry.
5. Upload the completed CSV file. Cronometer will automatically send invitations to all email addresses listed.

Comparison of Profile Types

Feature	Shared Profile	Internal Profile
Client Access to Diary	Yes, full access to log their own food and data.	No, the client cannot access their own diary.
Primary Purpose	For clients who actively log their food and for you to monitor their progress in real-time.	For coaches or professionals who need to manually log food or manage data on behalf of a client without their interaction.
Onboarding Process	The client receives an email invitation and must accept it to link their account.	No invitation is sent to the client; the account is created internally by the professional.
Visibility of Client Data	Both professional and client can view and edit the diary, targets, and notes.	Only the professional can view and manage the diary; client data is for internal use.
Account Status	If the client already has a Cronometer account, it links seamlessly. If not, a free Cronometer Gold account is created for them.	A new profile is created within your Pro account; the client does not have a separate login.

What Happens After a Client is Added?

Once a client accepts your invitation, their name will appear on your 'Clients' tab. Clicking on their name opens their dedicated client view, where you can perform a variety of management tasks.

Tasks for managing your client

• View and Edit Diary: Access and make adjustments to your client's daily food and activity logs.
• Adjust Targets: Edit their dietary targets, including macronutrients and micronutrients, based on their progress and needs.
• Review Reports: Generate detailed nutrition reports and charts to analyze their progress over time.
• Share Resources: Easily share custom foods, recipes, and biometric data with your clients.
• Communicate Securely: Use the built-in messaging feature to communicate directly and privately with your client.
• Create Groups: Organize your clients into groups to manage multiple individuals with similar needs or goals efficiently.

Conclusion

Knowing how to add a client on Cronometer is fundamental for any health professional using the platform. Whether you opt for the interactive Shared Profile or the hands-on Internal Profile, Cronometer streamlines the onboarding process. Following the steps to add clients, bulk upload lists, and manage their profiles empowers you to provide effective, data-driven support. This efficient client management allows you to spend less time on administration and more time on high-quality coaching, ultimately leading to better client adherence and results.

Key Takeaways

• Use Web for Client Onboarding: The full client-adding functionality is exclusively available on the Cronometer Pro web interface, not the mobile app.
• Choose Profile Type: Decide between a Shared Profile for interactive logging or an Internal Profile for professional-only data entry.
• Send Email Invitation: For Shared Profiles, clients must accept an email invitation to link their account and receive free Cronometer Gold access.
• Leverage Bulk Add: For multiple clients, use the bulk add feature with a CSV file to save time on data entry.
• Set Up Branding First: Add your company name and logo under Account Settings before adding clients to ensure they see your branding upon joining.
• Utilize Client Groups: Organize your client list into groups for efficient management and targeted resource sharing.
• Resend Expired Invites: If a client's invitation expires after 7 days, you can easily resend it from the Clients tab.

FAQs

Question: Do my clients need to pay for Cronometer Gold? Answer: No, clients invited via your Cronometer Pro account receive a free Cronometer Gold subscription for the duration they are connected to your account.

Question: Can I add a client who already has a Cronometer account? Answer: Yes, simply invite them using the email address associated with their existing account. When they accept, you will gain access to their account history and data.

Question: What is the difference between a Shared and Internal Profile? Answer: A Shared Profile allows both you and your client to access their diary. An Internal Profile is managed solely by you, and the client does not receive a login or access.

Question: Can I add a client using the Cronometer mobile app? Answer: No, the full client-adding functionality is only available on the Cronometer Pro web platform. While you can manage clients on the Pro mobile app, initial client setup must be done on the web.

Question: How long does a client invitation last? Answer: The email invitation sent to a client expires after 7 days. If they don't accept within that time, you will need to resend the invitation from your Clients tab.

Question: What happens to a client's data if I remove them from my Pro account? Answer: When you remove a client, you lose access to their diary. Their account will revert to the basic (free) version of Cronometer, and their data remains intact for their personal use.

Question: Is it possible to hide sensitive data like nutrient information from clients? Answer: Yes, as a Cronometer Pro user, you have the option to restrict or hide specific nutrient views from your clients within their profile settings.

Question: How can I communicate with my clients securely within Cronometer? Answer: Cronometer offers an encrypted messaging feature that you can enable and use to communicate directly with your clients from your Pro dashboard.

Question: What information do I need to add a client manually? Answer: To add a client manually, you need their full name and a valid email address. If using a bulk upload, these details are required in the CSV file.

Question: How do I organize my clients into different groups? Answer: In the Clients tab, you can create new client groups and then drag and drop client names to assign them. This helps in organizing and managing a large client list.

Frequently Asked Questions

Do my clients need to pay for Cronometer Gold?

No, clients added via your Cronometer Pro account are granted free access to Cronometer Gold as long as they are monitored by you.

Can I add a client who already uses Cronometer?

Yes, you can add a client with an existing Cronometer account by inviting them using their registered email address. They will simply need to accept your request to connect.

What is the difference between a Shared and Internal Profile?

A Shared Profile allows the client to actively log their own food and access their data, while an Internal Profile is managed solely by you, with no access for the client.

Can I add a client using the Cronometer mobile app?

The initial setup and addition of a client must be done on the Cronometer Pro web platform. Client management features can then be accessed via the mobile app.

How long does a client invitation last?

A client invitation is valid for 7 days. If the client does not accept within that timeframe, you can easily resend the invitation from the Clients tab.

What happens if I remove a client from my Pro account?

When a client is removed, their account reverts to the basic (free) version of Cronometer. All their data remains, but you lose access to view and manage it.

How do I organize my clients into different groups?

You can create custom client groups in the Clients tab on the web platform. Then, you can drag and drop client names to assign them to the appropriate groups.