Pro Edition

Articles for health coaches using our platform to manage clients

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

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 this week

How do I upload my clients 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 this week

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?

In this article we'll 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 this week

How do I add Pro Team Members?

How to add pro team members, coaches or admin to my 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