¶ Getting Started
Prim is an advanced, AI-powered nutrition software specifically designed for dieticians. The software minimises the risk of errors and enhances efficiency by allowing dieticians to effortlessly create and manage personalised meal plans for their clients.
With Prim, dieticians can schedule one-on-one counselling sessions, maintain comprehensive client profiles and track client progress seamlessly in one integrated platform. The software also includes an inbuilt invoicing and sales generation system, enabling smooth operations.
The innovative Prim Pal AI tool facilitates instant diet creation, while improved client management is achieved through a digital database. Additionally, clients can access a dedicated Prim App to view their diets, check nutritional values, manage upcoming appointments, and explore new plans.
The innovative Prim Pal AI tool facilitates instant diet creation, while improved client management is achieved through a digital database. Additionally, clients can access a dedicated Prim App to view their diets, check nutritional values, manage upcoming appointments, and explore new plans.
¶ How to Log In Prim:
- Navigate to Prim Login screen
- Enter your Username and Password.
- Click the 'Sign in' button.
- You will be directed to the Home screen.
¶ Changing Settings:
¶ a) How to Change Your Password:
- Click on the left-side main menu.
- Select the 'Settings' option.
- Under Settings, click on ‘Account’.
- Enter the new desired password and re-enter the same password in 'Password' and ‘Confirm Password’ sections.
- Make sure you click on ‘Submit’.
- Your new password will be reset.
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¶ Video link attached for login Login.webm
¶ b) How to Add or Edit Personal Information
The default settings automatically prefill your Name, Email, and Phone Number. To edit your personal information, follow these steps:
- Click on the left-side main menu.
- Select the 'Settings' option.
- Under Settings, click on ‘Account’.
- Click on the Personal Info section.
- Upload your profile picture or make changes to any other section under personal info.
- Click the Submit button to successfully upload the profile picture or save any changes.
¶ c) How to Add or Edit Company and Billing Information
You can update your company profile by editing the ‘Company Info’. Follow these steps:
- Click on the left-side main menu.
- Select the 'Settings' option.
- Under Settings, click on ‘Account’.
- Choose ‘Company Info’ from the menu options on the screen.
- Upload any image in the Company Logo field. This company logo will be displayed to your clients on each Diet pdf, Invoice and your Client’s side App.
- Upload your QR Code for receiving payments. Ideally, crop and upload a picture of your QR code's scanning portion (the square) only.
- The following fields are pre-set:
- Company Full Name
- Display Name
- Contact Person
- Phone Number
- Company Email
- PAN Number
- GST
- Country
- State
- Pin code
8. Check the same billing input field to set the same billing details.
9. Click the Submit button to save your changes.
Once submitted, the uploaded logo and QR code images will be visible on the right side of the screen. These will be pasted automatically on your invoices, diet and your Client's App.
¶ d) How to Edit the Billing Address and Social Links
- Click on the left-side main menu.
- Select the 'Settings' option.
- Under Settings, click on ‘Account’.
- Choose ‘Company Info’ from the menu options on the screen and scroll down. Enter the relevant details in the following fields:
- Address 1
- Address 2
- Pin code
- Country
- State
- City
- Click the Submit button to save the updated billing address.
- Also, update your Social links and click on ‘save links’.
¶ e) How to Add or Edit Invoice and Banking Details
To update your banking details, you can edit the ‘Invoice Info’ under ‘Accounts’' under Settings tab. The Invoice/Receipt Prefix field will appear on your invoices. Follow these steps to add your banking information:
- Click on the left-side main menu.
- Select the 'Settings' option.
- Under Settings, click on ‘Account’.
- Choose ‘Invoice Info’.
- Enter the required details in the following fields:
- Account Holder Name
- Account Number
- Bank IFSC Code
- You can also enter the Invoice Terms and Conditions and Receipts Terms and Conditions in the boxes below (something like: “all sales are final and we offer no refunds”). These will reflect on every invoice that you make.
- Click the Submit button to save your information.
¶ f) How to Change Colour Themes for your Prim Dashboard
You can customise the appearance of the portal by selecting and applying different themes:
- Click on the left-side main menu.
- Select the 'Settings' option.
- Under Settings, click on ‘Account’.
- Choose ‘Theme’.
- By default, the Prim's Purple Theme is selected.
- Choose any other theme from the available options.
- Click the Apply button to change the theme.
¶ g) How to Add or Edit Organisation Pages
You can create and modify organisation pages, such as About Us or Contact Us, which will be accessible to your clients on their App or at diet.primhub.ai. To add or edit these pages, follow the steps below:
- Click on the left-side main menu.
- Select the 'Settings' option.
- Under Settings, click on ‘Account’.
- Choose ‘Organisation Page’.
- Navigate to the Organisation Pages section.
- Click the Add Pages button.
- Enter the required information in the following fields:
- Page Name
- Page Title (can be the same as Page Name)
- Page Content
- Click the Insert button to publish the page.
¶ h) How to Add Dynamic Onboarding and Feedback Forms:
- Click on the left-side main menu.
- Select the 'Settings' option.
- Under Settings, click on ‘Account’.
- Choose ‘Forms’ from the menu options on the screen.
- Click on ‘Onboarding form’ or ‘Feedback Form’ to edit the relevant form.
- You can add/edit the sections, questions like this:
- clicking on the ‘edit pencil icon’ to customise the onboarding/feedback form.
- Click on ‘+’ icon to enter the other section in the form.
- Click on the ‘Save’ to save the Customised Onboarding/ Feedback Forms.
¶ 2) How to Add a New Programme
¶ To add a new program, follow these steps:
- Click on the left-side main menu.
- Select the 'Settings' option.
- Under Settings, click on Programmes.
- Click on the Add Program button.
- Enter the following details:
- Programme Category
- Programme Name
- Validity (in days)- For example, if your programme is a 30 day programme, just write ‘30’ here.
- Persons Allowed (let this remain as 1)
- Optionally, upload an image associated with the program, then proceed to the next step by clicking ‘next’.
- Add the programme prices:
- Select the appropriate Program Category and Program Prices from the dropdown menu.
- Click on ‘Add Price’; then click on ‘Price Currency’ and choose INR.
- In the section below titled ‘Price’, enter the amount for which you wish to sell the program. Please only write the amount here. For example: 1500 and not Rs. 1500 or 1,500 or INR 1500.
- Click the Submit button to finalise and save the programme.
¶ b) How to add a new currency
- Click on the programme prices section tab.
- Select the ‘programme category/name’ from the drop down menu option.
- Click on the dropdown menu in price currency.
- Click on the ‘Add New Currency’.
- Add ‘currency name’ in alphabets e.g rupees, dollar
- Enter the ‘currency code’ e.g INR, USD, etc.
- Enter ‘Currency Conversion Rate’ in the currency. Write how many INRs amount to 1 unit of such currency. For example, 1 USD= 83 INR, so you will write 83 in case you are adding USD as a new currency.
- Click on the ‘add’ button.
¶ c) How to Search for a Specific Program
To search for a particular program, follow these steps:
- Click on the List View icon located on the right side of the program section.
- Use the Search by Category tab to select the desired category.
- Choose the specific program from the dropdown menu.
Video link settings.webm