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How to create recipe books (coming soon)
How to create recipe books (coming soon)

Create and assign recipe books to clients.

Emma avatar
Written by Emma
Updated this week

Create and assign recipe books to your clients, giving them the flexibility to select their own meals from your on-demand recipe collections or PDF files.

  • Available with the Custom Meal Plans add-on


Create a Recipe Book

Go to the Recipe Books library and click the "Create Recipe Book" button to begin the creation process.

There are 2 types of recipe books: interactive book and PDF book.


Create an Interactive Book

By selecting the 'Interactive Book' option, you can create a recipe collection featuring searchable and filterable recipes for your clients.

Once you name your Recipe Book, click the "Create" button, and a details page for your Recipe Book will be generated.

On this page, update the recipe book name or add a description. Simply click on the field to edit the information directly.

The cover image will be randomly selected from the Everfit cover image library. You can also change the cover image by clicking on it and selecting a different one or by uploading your own image.

Add recipes

To add a recipe to the Interactive Book, click the "Add Recipe" button, and then follow the prompts to continue.

Rearrange recipes

After adding a recipe, you can rearrange the recipes in two ways.

  • The first option is to click on the three vertical dots, then choose either "Move Up" or "Move Down."

  • The second option is to click and hold the recipe, then drag and drop it to your desired position.

Search & filter recipes

You can search for a recipe within the recipe book. Note that rearranging recipes is not possible while you are viewing search results.

To filter the recipes in the recipe book list, click the filter icon to open the "Filter By" pop-up.

Sort recipes

You can also change the sort option while viewing the recipe list in the recipe book by clicking on the Sort dropdown menu.

Remove recipes

To remove a recipe from the recipe book list, click on the three dots to open the menu, then select the "Remove" option.


Create a PDF Book

Select the "PDF Book" option to open the file folder and choose the PDF file you wish to upload.

After selecting a PDF file and clicking "Upload" in the file folder, the PDF Book pop-up will appear if the file is valid for upload. From there, you can update the recipe book name or replace the current file by removing it and selecting a new one to upload.

The cover image will be randomly selected from the Everfit cover image library. You can also change the cover image by clicking on it and selecting a different one or by uploading your own image.


View the Recipe Books list

  • The "All Recipe Books" tab displays all recipe books created by you and those shared by other coaches.

  • The "Your Recipe Books" tab features only the recipe books that you have created.

You can view the recipe book in either grid view or list view.

To search for a recipe book in the list, simply enter your query in the search bar.

You can also change the sort option for the recipe book list by clicking on the Sort dropdown menu.


Actions on the Recipe Books library

From the recipe book list, click on the three horizontal dots of a recipe book to edit, duplicate, adjust sharing settings, or remove it.


What clients see on their end

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