What Is Client Management?
Whatever your discipline, your most important asset is the relationship you build with the people you see. Vitena's client management module gives each of them one digital record — contact details, health history, measurements, notes, documents and progress — instead of a folder here and a spreadsheet there.
There is no limit on the number of client profiles you can create. From the Solo plan to the Clinic plan, all packages allow unlimited client profiles.
Creating a Client Profile
Adding a new client takes just a few seconds. In addition to basic information, you can record all details specific to your client.
- Go to "Clients" from the left menu
- Click "Add New Client"
- Enter client details: first name, last name, phone, email, date of birth
- Optionally add dietary preferences, allergies, and health history
- Once the profile is created, you can add notes, appointments, and meal plans
Customization with Custom Fields
Every practice is different, and no fixed form fits all of them. Vitena's custom field system lets you add exactly the fields your discipline needs to the client profile.
8 Ready-Made Industry Templates: Diet, Physiotherapy, Psychology, Veterinary, Beauty, Life Coaching, Yoga, Child Development. Each template includes fields specific to that industry.
10 Field Types: Text, number, date, checkbox, dropdown, multi-select, email, phone, URL, long text. You can set validation rules to suit your needs.
Client Progress Tracking
Visualize your clients' weight, BMI, and other metrics with charts. Add measurement records after each session to analyze long-term progress.
Progress charts are the most effective way to show your clients tangible results. In Vitena, progress data is automatically converted into charts and can be included in PDF reports.
Sharing Clients Within a Team
If you work in a clinic setting, team members manage their own clients while the business administrator can view all clients. This ensures both individual responsibility and managerial oversight.
Vitena is priced by seat, so adding a colleague costs only the per-seat fee (€9/month) and every feature comes with it. The free plan includes up to 3 seats, so a small team can share one client list at no cost.
Modules Linked to the Client Profile
The client profile is tightly integrated with other Vitena modules. From a single profile page you can access:
- Forms: The "Forms" tab on the client profile shows every form response (intake, MEDAS, readiness-to-change, etc.) and the auto-scored risk badges
- Collections History: An embedded collections widget on the profile shows total paid and pending amounts with currency filtering
- Session History: Past appointments, session notes, generated meal plans, and PDF reports
- Recommended Supplements: History of supplement recommendations made during sessions
- Progress Charts: Weight, BMI, and other metrics over time
Experimente o Vitena gratuitamente
Aceda a todas as funcionalidades durante 30 dias. Não é necessário cartão de crédito.