GETTING STARTED
Get up and running
in just a few steps
Welcome to FreshPlan. Follow these simple steps to create your first client and start a meaningful conversation with confidence.
Your path to your first client conversation
Follow these four steps to get started
Create your first client
Add a new client and build their profile to personalize their experience.
Explore a calculator
Try a popular calculator to quickly generate insights for your client.
Share a result
Share results or infographics via email, print, or embed to continue the conversation.
Build your plan
Save key results and organize them in a plan to guide your next steps.
What’s new in Freshplan
Share calculators and infographics
New sharing options make it easier to email, embed, or post results.
On this page
Your first 4 steps
What’s new
Essential resources
Next steps
Need help getting started?
Book a free 30-minute training session with our team.
New to FreshPlan?
Learn the basics with our short video tour
Essential resources
Tip: Start small, then snack, stack and adapt.
Use calculators and infographics like building blocks – choose what fits the conversation and adapt as your client’s needs evolve.
