Settings
Configure your practice profile, branding, billing, team, and subscription.
Settings is where you configure everything about your practice. Access it from Settings in the sidebar.
Set up your practice profile and billing configuration first — they're used across exports, invoices, and client-facing materials.
Practice profile
Your clinic or practice identity. What you see here depends on whether you're a solo practitioner or a clinic with a team.
Solo practitioners
A single form covers everything — your name, credentials, specializations, bio, contact, and address. This information appears on PDFs, invoices, and the client portal.
| Field | Example | Used in |
|---|---|---|
| Practice name | Dt. Priya Sharma Nutrition | Exports, invoices, portal |
| Title | Dt. | PDF header, portal |
| Credentials | RD, CDE | PDF header, portal |
| License number | ICDA-12345 | PDF footer |
| Specializations | PCOS, Weight Management | Profile |
| Bio | Registered dietitian specializing in... | Client portal |
| Phone / Email | +91 98765 43210 | Exports, invoices |
| Address | 204, Health Plaza, Bangalore | Invoices |
| Timezone | Asia/Kolkata (IST) | Scheduling |
| Business hours | Mon-Sat 9:00-18:00 | Portal, scheduling |
Clinics (2+ team members)
The settings page splits into three sections:
Clinic Information — your clinic's identity (name, specializations, bio, contact, address, hours). This is the org-level brand.
Client-Facing Branding — controls how your practice appears on PDFs, the client portal, and emails. See Branding mode below.
Your Profile — your individual professional identity (title, credentials, license, specializations, bio). Each team member fills in their own profile.
Branding mode
Branding mode only appears when your practice has 2 or more team members. Solo practitioners don't need it — the system auto-detects and uses your personal identity.
Controls which identity appears on client-facing materials:
| Mode | PDF header | "Prepared by" line | Portal identity | Best for |
|---|---|---|---|---|
| Auto (default) | Clinic name | Practitioner name + credentials | Clinic + practitioner card | Most clinics |
| Clinic Only | Clinic name | Hidden | Clinic name + bio | Consistent brand, staff turnover resilience |
| Clinic + Practitioner | Clinic name | "Prepared by: Dt. Priya, RD" | Clinic + practitioner card | Personal rapport + clinic trust |
| Practitioner Only | Practitioner name | Hidden (redundant) | Practitioner profile | Shared-space clinics, independent practitioners |
Practitioner visibility controls
When the branding mode includes practitioner information, you can control exactly what clients see:
| Toggle | Default | What it controls |
|---|---|---|
| Photo | On | Practitioner photo on portal |
| Credentials | On | "RD, CDE" after name |
| Bio | On | Practitioner bio on portal |
| Specializations | On | Practitioner specializations |
| Direct phone | Off | Practitioner's personal phone |
| Direct email | Off | Practitioner's personal email |
Most clinics keep photo, credentials, and bio visible but hide direct phone and email — clients contact the clinic, not individual practitioners.
Practitioner profiles
Each clinical team member (owner, lead dietitian, dietitian, intern) has their own professional profile:
- Title — Dr., Dt., Mr., Ms., Prof.
- Display name — override for how their name appears (optional)
- Credentials — RD, CDE, CNSC, MSc Nutrition, etc.
- License number — registration/license number
- Specializations — individual areas of expertise
- Bio — personal about section shown to their clients
- Signature — individual signature image for PDFs
Profiles are edited from Settings → Practice Profile → Your Profile (for your own) or Settings → Team → Edit Profile (admin editing a team member's profile).
Practice defaults
Configure default units and targets that apply to all new clients. Individual clients can override these in their profile.
| Setting | Default | Description |
|---|---|---|
| Unit system | Metric (cm, kg, ml) | Choose between Metric and Imperial (ft/in, lbs, fl oz). Controls the default unit shown on height, weight, and body measurement fields across the app. |
| Default water goal | 2,500 ml | Daily water intake target used in the client portal's water tracker. Quick presets: 2.0L, 2.5L, 3.0L, 3.5L. |
The unit system setting controls the default unit for new fields. Each measurement field has its own inline unit dropdown — practitioners can switch between kg and lbs (or cm and inches) on any individual field regardless of the practice default.
Clients can also have their own unit system and water goal overrides, set in their profile under Body & Goals. When set, the client's preference takes priority over the practice default.
Meal structure
Customize the default meal slots for new plans:
| Default slot | Typical time | Can customize? |
|---|---|---|
| Early Morning | 6:00 AM | ✓ Rename, reorder, remove |
| Breakfast | 8:00 AM | ✓ |
| Mid-Morning | 10:30 AM | ✓ |
| Lunch | 1:00 PM | ✓ |
| Evening Snack | 4:30 PM | ✓ |
| Dinner | 8:00 PM | ✓ |
| Bedtime | 10:00 PM | ✓ |
You can also add custom slots like "Pre-Workout", "Post-Workout", or "Midnight Snack".
Meal structure is organization-level — all practitioners in your team share the same default slots. Changes apply to new plans only; existing plans keep their original structure. Individual clients can override times and disable slots in their profile — see Client Management → Meal Schedule.
Service packages
Define the packages you offer to clients. See Client Billing for full details.
Billing & tax
Configure your billing defaults for GST-compliant invoicing:
| Setting | Default | Description |
|---|---|---|
| Tax type | GST | GST, VAT, Sales Tax, or None |
| Tax rate | 18% | Default rate (0%, 5%, 12%, 18%, 28%) |
| Tax inclusive | Yes | Prices include tax |
| Currency | INR (₹) | 8 currencies supported |
| GSTIN | (your number) | Shown on invoices |
| SAC code | 9993 | Service Accounting Code |
| Place of supply | (your state) | For CGST/SGST vs IGST |
| Invoice prefix | WN | Custom numbering (e.g., WN-2026-0001) |
| Due days | 7 | Default payment due period |
| Financial year | April | April (India) or January |
If your practice is not GST-registered, set tax type to "None" or tax rate to 0%. Invoices generate without tax lines. Many solo dietitians under ₹20L turnover are GST-exempt.
Payment collection details
Configure your payment details so clients know how to pay:
| Field | Description |
|---|---|
| UPI ID | Your UPI address (shown on shared invoices) |
| Bank name | Bank name for NEFT/RTGS |
| Account name | Account holder name |
| Account number | Bank account number |
| IFSC | Bank IFSC code |
| Payment instructions | Free-text instructions shown to clients |
Export & branding
Control how your PDF exports look — logo, colors, contact info, signature, section visibility, and layout options. See the Export & Branding section.
Notifications
Configure which emails MealCraft sends:
| Notification | Default | Description |
|---|---|---|
| Welcome email | On | Sent when a new client is created |
| Meal plan delivery | On | Sent when a meal plan is shared via "Send to Client" |
| Plan activation email | On | Automatically sent when a meal plan is activated |
| Follow-up reminder | On | Sent before scheduled follow-ups |
| Consultation reminder | On | Sent before scheduled consultations |
| Invoice reminders | On | Automated payment reminders (1 day before, 3/7/14 days overdue) |
| Include PDF | On | Attach PDF to meal plan delivery emails |
Team
Manage your practice team. See Team Management for full details.
AI Assistant
Configure AI-powered features for your practice. Access from Settings → AI Assistant.
Enabling AI
AI must be enabled at the organization level before any practitioner can use it. This is a one-time consent step for DPDP compliance.
When enabled, AI can:
- Generate meal plans from client profiles
- Suggest foods based on nutrient gaps
- Swap items with context-aware alternatives
- Generate complete recipes with ingredients and steps
Food database preference
Select which food databases AI should prefer when matching food names. Indian dietitians should select IFCT and INDB for culturally relevant results.
Usage tracking
View your monthly AI credit usage:
| Plan | Monthly credits | Free operations |
|---|---|---|
| Free | 0 | — |
| Starter | 200 | Suggestions & swaps |
| Pro | 1,000 | Suggestions & swaps |
| Clinic | 5,000 | Suggestions & swaps |
Food suggestions and swap suggestions are always free — they don't consume credits. Only generation actions (day generation, recipe generation) use credits.
Bonus credit packs
Purchase additional credits if you exceed your monthly allowance:
| Pack | Credits | Price |
|---|---|---|
| 100 credits | 100 | ₹299 |
| 500 credits | 500 | ₹999 |
| 2,000 credits | 2,000 | ₹2,999 |
Bonus credits are valid for 12 months and are used automatically when your plan allowance runs out.
Food name mappings
View and customize how AI food names map to your food database. Platform-level mappings cover common foods (113+ entries). You can add org-level overrides for foods specific to your practice.
Privacy
- Client names and contact info are never sent to AI
- All AI outputs are drafts — practitioners review before applying
- Data is processed with zero retention
- You can disable AI anytime from this settings page
Subscription billing
Manage your MealCraft subscription:
- Current plan — view plan name, usage bars (clients, team members, storage), billing cycle, and renewal date
- Trial status — days remaining if on a trial, with upgrade prompt
- Cancel / reactivate — cancel at end of billing period (keeps access until then) or reactivate a pending cancellation
- Billing history — download past invoices as PDF
- Payment method — update your card/UPI via Razorpay
- Billing details — legal entity name, GSTIN, PAN, billing address (shown on your subscription invoices from Workfile)
- Discount codes — enter a promo code during upgrade checkout
This is your practice's subscription to MealCraft (the platform), not client billing. For client billing, see Client Billing.