Pro Edition

Articles for health coaches using our platform to manage clients

12 articles in this collection
Written by David Korsunsky and Brian Haltom

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

Setting up security tags for your Heads Up Pro Team Members...

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...

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...

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...

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...

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...

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...

Written by Brian Haltom
Updated over a week ago

How do I add Pro Team Members?

How to add pro team members, coaches or admin to my Heads Up pro account...

Written by Brian Haltom
Updated over a week ago

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

Written by David Korsunsky
Updated over a week ago

How do I customize my client's dashboard?

Written by David Korsunsky
Updated over a week ago

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

Written by David Korsunsky
Updated over a week ago

Pro Edition - Founders Club

How to subscribe to Founders Club special pricing

Written by David Korsunsky
Updated over a week ago