Entity Dashboard Overview
Trevor Brown
44 steps
7 minutes
Lifebase
1
Navigate to [https://dashboard.lifebase.solutions/#!/](https://dashboard.lifebase.solutions/#!/entity-dashboard)
2
Login to your Entity/Admin account
3
This is a view of your Dashboard
4
Click here to access your Message Center. This is how you can communicate with clients directly from your dashboard to their LifeBase app.
5
This is a look inside the Message Center.
6
Click on your Entity/Admin name to access the dropdown menu.
7
Click "Profile"
8
Click here to change your profile picture.
9
Click "Inbody info"
10
Click "InBody Info" to see information about your InBody machine.
11
They "Payment" tab is where you connect your Stripe account. You must do this for coaches to appear on the checkout page.
12
"LifeBase Fees" are the per user fees for each client using our platform.
13
"Entity Tax" is where you set your sales tax rate, if applicable for services.
14
Click "Set up tax" to change your tax rate. Set it to 0% if your state does NOT require you to charge for nutrition coaching services.
15
Click "New Subscription" to add a subscription.
16
"Regular Plan" is for any NEW clients. This will include an initial fee upfront for a designated number of months and then a monthly auto renewal.
17
"Reactivation" subscriptions are for any returning clients to get started working with you again after they have cancelled.
18
Click "Manage members" is where you choose who gets free access to the LifeBase app and your services.
19
Enter the email address associated with the person receiving free access. They will need to use this same email when registering.
20
Click "Promo codes" to create discount codes for your services and manage existing ones.
21
Click "+ Add a Promo Code" to create a new discount code.
22
Here you can create codes, set usage limits, expiration dates, and which parts of which subscriptions they can be applied to.
23
Click "Settings" to access and/or modify links, logos, and login information.
24
Click "Preview and Download" to access your custom QR code that will direct people to your custom registration page. This is great for posters and other tangible marketing materials.
25
Click "Copy link" to copy the URL for your custom registration page. This is great for calls to action on websites, to place in online advertisements, or to send to people wanting to sign up for your program.
26
Click "Upload logo" to change the logo that appears on your custom registration page.
27
You will want to be sure that your logo looks good on a black background.
28
Click "Change Password" to set a new password for your Entity/Admin account.
29
Click "User Dashboard" to access Customers and Coaches.
30
Click "Customers" to see a full list of all customers for every coach.
31
Here you can access all clients see their current status.
32
Click "Coaches" to manage your coaches.
33
Click "+Add a New Coach" to add a new coach.
34
Click "Food List MGMT" to manage shortcuts that will trickle down to your coach dashboards. Your coaches will then manage these "recommended" lists for their clients.
35
Click "Core" to set recommended Proteins, Carbs, & Fats.
36
Foods are sorted alphabetically by Proteins (blue), Carbs (red), and Fats (yellow). You can also toggle foods on and off.
37
Click "Veggies" to set recommended Veggies and Fruits. Again, these will trickle down to your coach dashboard for a coach to set for their clients.
38
Here is a look at the Veggies/Fruits shortcut.
39
Click "Supplements" to set the supplements you carry in your business.
40
Click "Recipes" to manage the preset recipes we have built for you and to add your own.
41
Here's a look at your Recipes. All recipes can be edited and toggled on/off.
42
Click "Resources" to see a list of all resources we have created for you, including links to preview, download, and edit them. There are resources for your clients, your coaches, marketing, and social media.
43
Click "Challenges" to create a new challenge and manage existing ones.
44
Click "LifeBase CRM" to access your CRM.
Entity Dashboard Overview
Trevor Brown
44 steps
7 minutes
Lifebase
1
Navigate to [https://dashboard.lifebase.solutions/#!/](https://dashboard.lifebase.solutions/#!/entity-dashboard)
2
Login to your Entity/Admin account
3
This is a view of your Dashboard
4
Click here to access your Message Center. This is how you can communicate with clients directly from your dashboard to their LifeBase app.
5
This is a look inside the Message Center.
6
Click on your Entity/Admin name to access the dropdown menu.
7
Click "Profile"
8
Click here to change your profile picture.
9
Click "Inbody info"
10
Click "InBody Info" to see information about your InBody machine.
11
They "Payment" tab is where you connect your Stripe account. You must do this for coaches to appear on the checkout page.
12
"LifeBase Fees" are the per user fees for each client using our platform.
13
"Entity Tax" is where you set your sales tax rate, if applicable for services.
14
Click "Set up tax" to change your tax rate. Set it to 0% if your state does NOT require you to charge for nutrition coaching services.
15
Click "New Subscription" to add a subscription.
16
"Regular Plan" is for any NEW clients. This will include an initial fee upfront for a designated number of months and then a monthly auto renewal.
17
"Reactivation" subscriptions are for any returning clients to get started working with you again after they have cancelled.
18
Click "Manage members" is where you choose who gets free access to the LifeBase app and your services.
19
Enter the email address associated with the person receiving free access. They will need to use this same email when registering.
20
Click "Promo codes" to create discount codes for your services and manage existing ones.
21
Click "+ Add a Promo Code" to create a new discount code.
22
Here you can create codes, set usage limits, expiration dates, and which parts of which subscriptions they can be applied to.
23
Click "Settings" to access and/or modify links, logos, and login information.
24
Click "Preview and Download" to access your custom QR code that will direct people to your custom registration page. This is great for posters and other tangible marketing materials.
25
Click "Copy link" to copy the URL for your custom registration page. This is great for calls to action on websites, to place in online advertisements, or to send to people wanting to sign up for your program.
26
Click "Upload logo" to change the logo that appears on your custom registration page.
27
You will want to be sure that your logo looks good on a black background.
28
Click "Change Password" to set a new password for your Entity/Admin account.
29
Click "User Dashboard" to access Customers and Coaches.
30
Click "Customers" to see a full list of all customers for every coach.
31
Here you can access all clients see their current status.
32
Click "Coaches" to manage your coaches.
33
Click "+Add a New Coach" to add a new coach.
34
Click "Food List MGMT" to manage shortcuts that will trickle down to your coach dashboards. Your coaches will then manage these "recommended" lists for their clients.
35
Click "Core" to set recommended Proteins, Carbs, & Fats.
36
Foods are sorted alphabetically by Proteins (blue), Carbs (red), and Fats (yellow). You can also toggle foods on and off.
37
Click "Veggies" to set recommended Veggies and Fruits. Again, these will trickle down to your coach dashboard for a coach to set for their clients.
38
Here is a look at the Veggies/Fruits shortcut.
39
Click "Supplements" to set the supplements you carry in your business.
40
Click "Recipes" to manage the preset recipes we have built for you and to add your own.
41
Here's a look at your Recipes. All recipes can be edited and toggled on/off.
42
Click "Resources" to see a list of all resources we have created for you, including links to preview, download, and edit them. There are resources for your clients, your coaches, marketing, and social media.
43
Click "Challenges" to create a new challenge and manage existing ones.
44
Click "LifeBase CRM" to access your CRM.
