Client management for nutrition coaches and dietitians who support clients between sessions.
Nutrition change happens between appointments, and clients do better with steady support. Alcreo books discovery calls, collects intake forms before the first session, sells programs with payment plans and sends check-ins between sessions, so you can focus on the conversations.
Most of the progress happens between sessions. That's where support often thins out.
Nutrition professionals tend to run lean practices. These are the common gaps:
Followers who never book
People download your guide or follow you for months without getting a clear invitation to a call.
Intake during the first session
Health history and food logs take up the first session when they could be done ahead.
Clients who lose momentum
Without check-ins, clients drift between appointments.
Programs billed by hand
Program payments, payment plans and monthly coaching are tracked manually.
Tools that don't connect
Scheduling, forms, payments, email and programs live in different apps.
Referral partners who forget you
Doctors, trainers and gyms would refer more if you stayed in touch.
Booking, programs and check-ins for a nutrition practice
Meal planning and charting stay in your current tools. These handle the client relationship around them.
A website that explains your approach
Pages for who you help, your programs and how working together works, with a discovery call on every page.
Discovery calls online
Leads book a discovery call and answer a few questions first.
Intake forms ahead
Health history, goals and food preference forms are completed before the first session.
Programs with payment plans
Sell programs with full payment or payment plans, and monthly coaching billed automatically.
Automated check-ins
Weekly check-in forms and encouragement texts go out between sessions.
Email follow-up for leads
Guide downloads get a helpful email series that invites them to book a call.
Courses and group programs
Host self-paced courses and group programs in the same account.
Referral partner tracking
Keep doctors, trainers and gyms that refer to you in the CRM and send them updates.
Testimonials with permission
At milestones, clients get a request to share feedback, with clear permission to use it.
From a free guide to a 12-week program
Someone downloads your guide after a post about energy and eating habits. Here's how it could go.
Alumni get a monthly newsletter and an invitation to maintenance coaching.
This is an illustration of how the system can work, not a specific customer's results.
- Day 1GuideThey opt in for your guide. A welcome email delivers it.
- Day 6Discovery bookedAfter a few helpful emails, they book a discovery call.
- Day 8Call and enrollmentYou talk through goals, and they join your 12-week program on a payment plan.
- Day 9IntakeIntake forms are completed before the first session.
- Week 5Missed check-inThey skip a weekly check-in. A gentle reminder goes out, and you see the gap on their record.
- Week 12AlumniThey finish the program and are invited to monthly maintenance coaching.
Set up for the way you practice
One-on-one coaching, group programs and dietitian practices each need a different flow.
One-on-one coaching
Personalized support over months.
- Discovery call booking
- Intake forms
- Monthly coaching billing
- Weekly check-ins
Group programs
Cohorts and challenges.
- Program sales pages
- Group checkout
- Community hosting
- Email sequences
Dietitian practices
Clinical nutrition and referrals.
- Referral partner tracking
- Detailed intake forms
- Appointment reminders
- Follow-up scheduling
Replace the scheduler, form tool and payment app
Many nutrition professionals use a scheduler, a form tool, a payment app, an email tool and a course platform. Each costs money, and none of them share information.
Alcreo brings booking, intake, payments, check-ins, email, courses and referral tracking into one account.
If you're a dietitian using an EHR for charting and insurance claims, keep it. Alcreo handles marketing and client communication around it. During setup we import your clients and leads.
Is Alcreo a good fit for your practice?
It suits nutrition coaches and private-practice dietitians who work with clients over weeks or months.
A good fit if
- You want more discovery calls from your audience
- Intake takes up your first session
- Clients lose momentum between sessions
- You sell programs or payment plans
Probably not the right tool if
- You need meal planning or nutrient analysis software
- You need insurance billing or an EHR
- You want automated messages to give individual nutrition advice
Encouragement by text, health details kept on file
Clients share health details on intake forms. Those stay on file and out of texts.
Intake on file
Health history and intake forms attach to the client record, and texts stay on scheduling and encouragement.
Talk with us about HIPAA
If your practice is covered by HIPAA, tell us before launch. We'll plan what information is collected, where it's kept and what stays in your EHR.
Consent on every form
Forms include clear, unchecked texting consent with links to your privacy policy and terms. STOP replies are honored automatically.
Registered business texting
We help you register your number for A2P 10DLC, which mobile carriers require for business texting from local numbers.
This is general information, not legal advice. Talk to your own advisor about the rules that apply to your business and your state.
What your nutrition practice website could look like
A warm site that explains how you help and makes booking a discovery call easy.
Topic and city pages help you show up for searches like "nutrition coach near me" and "sports nutrition coaching." A clear approach, your credentials and client stories you have permission to share help people book.
What happens after you sign up
You don't have to learn the software on your own. Here's what the first week looks like.
One onboarding call
We learn how your nutrition practice works today, which tools you're keeping and what to fix first.
Your website and phone number
We build your website or connect your current one. Keep your number by forwarding or porting it, or get a new local number.
Your contacts and starter setup
We import your contacts, load the standard pipeline and turn on the starter automations that fit. You can rename stages and edit messages any time.
Live in under a week, with support after
Most accounts are running in under a week, though texting registration depends on the carriers. After launch, support helps when you want to change something.
Plans for nutrition coaches
Both plans are month-to-month, set up for you, and your first 30 days are free.
Launch
$497 setup · first 30 days free
- ✓5–6 page website with program pages
- ✓CRM, client pipeline and follow-up
- ✓Discovery booking, intake forms and texting
- ✓Program billing, check-ins and testimonials
- ✓Unlimited AI agents (fair use)
- ✓Up to 5 users
- ✓Compliance add-on: +$20/month
Growth
$997 setup · first 30 days free
- ✓Up to 35-page SEO website with topic and city pages
- ✓Lead follow-up, program and alumni buildout
- ✓Everything in Launch
- ✓3 website edits every month
- ✓Unlimited users and priority support
- ✓Compliance included
Phone, texting, email and AI usage is billed separately based on what you use. If you cancel in the first 30 days, there's no monthly charge, but the setup fee isn't refunded. Moving from Launch to Growth costs the $500 difference in setup fees. Google ad spend is paid directly to Google. Google decides Local Services Ads eligibility for each business type and area.
AI for the routine work, with your team in charge
For a nutrition practice, AI can draft check-in messages, welcome emails and answers to logistics questions. Individual nutrition guidance stays with you, and we configure the assistant that way.
You decide what AI handles. Anything that needs judgment, or a personal touch, stays with your team.
Describe a workflow in plain English
Type something like "every Sunday, send active clients a check-in form, then text a reminder Tuesday to anyone who hasn't submitted" and the AI builder drafts the automation. You review it, adjust the timing or wording, and turn it on.
An assistant for routine questions
AI agents can answer common questions, collect details and book appointments by chat or text, in many languages. You decide what they say and when a person takes over.
Help drafting messages
Draft reminders and replies faster, then edit them to sound like your business.
Help when you want to change something
We show you the AI tools during onboarding, and support can help you adjust an automation later instead of starting over.
Questions from nutrition coaches and dietitians
Don't see yours? Book a 15-minute call and ask us directly.
Can leads book a discovery call online?+
Yes. They answer a few questions and book a call on your calendar, with reminders.
Can clients complete intake forms ahead of time?+
Yes. Intake forms go out after booking and attach to the client record.
Can I sell programs with payment plans?+
Yes. Sell programs with full payment or payment plans, and bill monthly coaching automatically.
How do automated check-ins work?+
Check-in forms go out on your schedule, with reminders for clients who haven't submitted.
I'm a dietitian. Does it replace my EHR?+
No. Keep your EHR for charting and claims. Alcreo handles marketing, booking, programs and client communication.
How long does setup take?+
Most businesses are up and running in under a week, starting with one onboarding call. Texting registration is approved by the mobile carriers, and their timing varies.
Can I keep my phone number and my current website?+
Yes. We can forward or port your number, or set up a new local one. If you like your current website, we can connect it to your account at the same plan price.
What does it cost, and what's billed separately?+
Launch is $297 a month plus a $497 setup fee. Growth is $597 a month plus a $997 setup fee. Both are month-to-month with the first 30 days free. Phone, texting, email and AI usage is billed separately based on use.
What happens if I cancel?+
Cancel in the first 30 days and there's no monthly charge, though the setup fee isn't refunded. After that there's no long-term contract. Closed accounts are paused for 30 days, and we'll send your contacts and website code on request. Your domain stays yours.
Other fitness & coaching businesses we set up
Related: Scheduling · Funnels · Alcreo Payments · Automations · CRM & pipeline · Websites
More discovery calls, and clients who stay on track.
Book a free 15-minute demo and we'll start building your website live on the call.