TRAINING GUIDE

Get up and running in minutes

Everything you need to manage clients, send assessments, and generate AI-powered circadian protocols — step by step.

Four steps to your first protocol

Add Client

Enter name and email

Send Assessment

2-minute circadian quiz

Review Results

Chronotype + score

Generate Protocol

AI-powered plan

Your Coach Dashboard

Your command center for managing clients, viewing assessment results, and building protocols. Everything you need is one click away.

1Log in at thebodyclockpro.com and navigate to your Dashboard

2View your active client list with real-time status indicators

3Check assessment scores and circadian health metrics at a glance

4Access the Protocol Builder to create personalized plans

5Use batch actions to manage multiple clients efficiently

Tip: Complete the onboarding checklist when you first log in — it walks you through each feature.

Add Your First Client

Get a client into the system in under 30 seconds. You can add them one at a time or import your entire roster via CSV.

1Click "Add Client" from your dashboard

2Enter their name and email address

3Click "Create Client" — they'll appear in your client list immediately

4For bulk import: go to Settings → Import and upload a CSV with name, email, and optional notes columns

Tip: Clients don't need to create an account. They'll receive a secure assessment link via email.

Send a Client Assessment

The circadian assessment takes your client 2 minutes to complete. You'll get their chronotype, circadian score, and actionable insights.

1Select a client from your dashboard list

2Click "Send Assessment" — a secure, tokenized link is generated

3Your client receives an email with their personal assessment link

4They complete the assessment on their phone or computer (no app needed)

5Results appear instantly in your dashboard under their profile

Tip: Each assessment link is unique and secured with HMAC token validation. Links expire after use.

Generate AI Protocols

Meridian AI analyzes your client's circadian data and generates personalized protocols. Choose from three angles based on your coaching focus.

1Open the Protocol Writer from your dashboard or a client's profile

2Select a client from the dropdown

3Choose your protocol angle: Sleep Optimization, Meal Timing, or Exercise Plan

4Click "Generate AI Protocol" — Meridian builds a personalized plan in seconds

5Review, edit if needed, then save or share as PDF with your client

Tip: You can generate multiple protocols per client — one for each angle. Combine all three for a complete circadian program.

Common questions

Do my clients need to create an account?

No. Clients receive a secure one-time link via email. They complete the assessment without signing up or downloading anything.

Can I import my existing client list?

Yes. Go to Settings → Import and upload a CSV file. Map your columns (name, email, phone, notes) and import your full roster in one click.

What does the AI protocol include?

Each protocol includes personalized recommendations based on your client's chronotype and circadian score. Choose from sleep optimization, meal timing, or exercise programming angles — or generate all three.

Can I edit the AI-generated protocols?

Yes. Protocols are fully editable before you share them. Add your own notes, adjust recommendations, or combine multiple angles into one document.

How do I share protocols with clients?

Download as PDF and share through any channel — email, your existing coaching platform, or messaging apps. The protocol is yours to distribute however works best.

Ready to get started?

Add your first client and generate a protocol in under 5 minutes. No setup fees, no contracts.

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