Pro Edition

Articles for health coaches using our platform to manage clients

David Korsunsky avatar Brian Haltom avatar
22 articles in this collection
Written by David Korsunsky and Brian Haltom

How do I import my Client's data from a PDF?

A few quick steps to import your client's PDF data...
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Written by Brian Haltom
Updated over a week ago

How do I import my Client's Dexcom data via CSV?

A few quick steps to import your client's Dexcom data...
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Written by Brian Haltom
Updated over a week ago

How do I sync my client's lab results to Heads Up?

A few quick steps to connect Quest Diagnostics, LabCorp, EverlyWell, and many more to Heads Up...
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Written by Brian Haltom
Updated over a week ago

How do I upload a custom logo?

A few quick steps upload a custom logo into Heads Up...
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Written by Brian Haltom
Updated over a week ago

How do I use the Photo Food Journal?

A quick breakdown on how to add photos, comment on them and review them inside Heads Up...
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Written by Brian Haltom
Updated over a week ago

How do I upgrade my Pro Account?

A few quick steps to upgrade or downgrade your Pro Account inside the Heads Up web app...
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Written by Brian Haltom
Updated over a week ago

How do I bulk invite my Clients?

In this article, we will run through a few steps to bulk invite your clients to your Heads Up organization...
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Written by Brian Haltom
Updated over a week ago

How do I upload my client's medical documents for the Concierge Service?

A few quick steps to get your clients medical records uploaded to the Heads Up Concierge Service...
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Written by Brian Haltom
Updated over a week ago

How do I bulk upload my Client's DEXA Data?

In this article, we will run through the steps to bulk upload your client's DEXA data into Heads Up...
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Written by Brian Haltom
Updated over a week ago

How do I Invite Clients, View Their Data & Set Up the Clients Table?

A few quick steps on how to invite clients, a quick look at the clients table, and a brief tour of what your clients see in Heads Up...
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Written by Brian Haltom
Updated over a week ago

How do I make my Client's data more secure with Security Tags?

Setting up security tags for your Heads Up Pro Team Members...
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Written by Brian Haltom
Updated over a week ago

How do I create and add Tags to my Clients?

A quick how-to explaining Client Tagging for Heads Up Pros...
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Written by Brian Haltom
Updated over a week ago

How do I create a Note Template?

A few quick steps on how to create note templates...
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Written by Brian Haltom
Updated over a week ago

How do I create a Note from a Note Template?

A few quick steps to create a note from a note template...
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Written by Brian Haltom
Updated over a week ago

How do I create a New Note?

A few quick steps to help you create notes from scratch...
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Written by Brian Haltom
Updated over a week ago

How do I create Custom Data Types for My Clients?

This article will go over how to create custom data types/tiles for your clients...
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Written by Brian Haltom
Updated over a week ago

How do I bulk upload my Client's Biomarker Data?

In this article/video, we will run through the steps to bulk upload your client's biomarker/lab data into Heads Up...
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Written by Brian Haltom
Updated over a week ago

How do I add Pro Team Members?

A quick how-to on adding pro team members, coaches, or admins to your Heads Up Pro Account...
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Written by Brian Haltom
Updated over a week ago

How can I track my client's progress and create custom reports?

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Written by David Korsunsky
Updated over a week ago

How do I customize my client's dashboard?

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Written by David Korsunsky
Updated over a week ago

How can I upload files into my client's account?

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Written by David Korsunsky
Updated over a week ago

Pro Edition - Founders Club

How to subscribe to Founders Club special pricing
David Korsunsky avatar
Written by David Korsunsky
Updated over a week ago