TeleWellness Portal
  • Introduction
  • HELPFUL RESOURCES
    • Getting Started
    • FAQ
      • Appointments
      • Meal Plan
  • User Management
    • Roles and Permissions
    • Manage Coaches
      • Coach tab
        • Register a new coach
          • Assign Members
        • Edit an existing coach
      • Calendar tab
        • Appointment Types
        • Appointment Alerts
      • Note Templates tab
    • Manage Members
      • Create a new member
      • Edit member's information
      • Filter members
  • Using the TeleWellness Portal
    • Login and logout to the Portal
    • Navigating the TeleWellness Portal
      • Home
      • Dashboard
      • Admin Dashboard
      • Coach Dashboard
        • Progress Tab
          • Filtering the information
          • Checking the user’s streak progress
          • Checking the user's activities progress
          • Showing the food log history
          • Checking the user's recap questions
          • Checking the user's weight log history
          • Showing user’s program journey
          • Checking user’s water intake history
        • Meal Plan tab
        • Notes tab
        • Appointments tab
        • Lab Tests tab
        • Wellness Plans tab
      • Messages
      • Meal Plans
        • Manage Meal Plans
          • From Scratch
          • Smart Meal Plan
      • Scheduling
      • Wellness Plan
        • Manage Protocols
        • Manage Wellness Plan Templates
    • Note Templates
  • API Reference
    • Generate Authorization Token
    • Appointments
      • Appointment Types
      • Add Appointment Credits
    • Coaches
      • Coach List
      • Update a Coach
      • Create a Coach
      • Invite Coach
    • Members
      • Member List
      • Members List
      • Program List
      • Update member's program
      • Assign Coach to Member
    • Lab Test Reports
      • Lab Test Report List
      • Create a Lab Test Report
      • Update Lab Test Report
      • Delete a Lab Test Report
    • Wellness Plans
      • Create a Supplement Plan for Member
      • Update Member Supplement
      • List Member Supplement Plans
      • Delete Member Supplement Plan
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On this page
  • Access a member's information
  • Check the member personal information
  • Additional information
  • See a member's assigned coach
  • Start a voice/video call
  • Start a conversation by using the chat
  1. User Management

Manage Members

Create, edit, list, and delete members

PreviousNote Templates tabNextCreate a new member

Last updated 3 years ago

After you have to the telewellness portal, you can manage their information. Managing members includes , an by defining the macro goals, food preferences, subscription, select coaches.

Access a member's information

Members are automatically displayed within the Members option:

Click on a member name to check the information:

If you need to have more visibility on the dashboard information, click on the left arrow to hide the members list. Show it by clicking on the right arrow:

Check the member personal information

Next to the member's name, you can check for the personal information such as age, height, current weight, etc.

Additional information

See a member's assigned coach

A member can have one or more coaches assigned.

Next to the Subscription name, the assigned coaches' names for the current member are displayed.

Click on the circles to display the coach name.

If more than one coach is assigned to the member, both names are displayed:

Start a voice/video call

The following 2 options are listed:

Click on the AUDIO CALL option. Make sure your browser allows the use of the microphone in the TeleWellness Portal:

Start a conversation by using the chat

Start an interaction between the coach with a selected member through the chat.

The following chat window is displayed:

Copy, edit, delete, or add a reaction to each delivered message in the chat:

The other user will be able to download the attachment file to his computer.

Click on the icon to information.

Refer to to see how to assign a coach to a member.

Click on the icon, located at the top right side of the screen:

To start a group video call, use the option.

Click on the icon, located at the top right side of the screen:

The coach is the one with permission to rename it. Refer to to see how to rename a chat.

As soon as the member sends a message through the chat, the coach will receive it by accessing the option:

Attach files to the conversations by clicking on the icon:

To message a person or group, use the option.

edit the member's
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