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How to Control What Clients See in the Portal (Feature Visibility)

Toggle portal features on or off — control whether clients can see AI analysis, upload results, view courses, access recommendations, and more.

Written by Xenios Charalambous
Updated over a month ago

The Feature Visibility section lets you control exactly which features appear in your client's portal sidebar and dashboard. Toggle any feature on or off to customize the experience.

Business package required.


Where to Find It

Go to Settings → Blood Portal and scroll to the Feature Visibility section.


All Feature Toggles

Each toggle controls whether the feature appears in the client portal. All are ON by default.

Toggle

What It Controls

Show Ask AI

The AI chat feature where clients can ask questions about their health data

Show Action Plan

The Action Plan page with personalized health recommendations

Allow Clients to View Original PDFs

When OFF, clients can only see extracted biomarker data — not the original uploaded PDF files

Show Analysis View

The detailed Analysis tab with biomarker explanations. When OFF, only Results and Categories views are available

Show Courses

The Courses feature in the portal sidebar

Show Upload Results

Allows clients to upload their own blood test results (PDF). When OFF, only coaches can upload

Show Blood Results

The Blood Results page in the portal sidebar

Show Recommendations

AI-generated "How To Fix" recommendations for out-of-range biomarkers. When OFF, only physician notes are shown

Show Understanding Your Results

Explanations of what each biomarker means

Show Biomarker Interactions

Shows how biomarkers relate to and affect each other

Show Root Of The Problem

Explains potential underlying causes for out-of-range biomarkers


Common Configurations

Minimal Portal (Results Only)

Turn OFF: Ask AI, Action Plan, Analysis View, Recommendations, Understanding, Interactions, Root Problem. Keep ON: Blood Results, Upload Results.

Clients see only their raw biomarker numbers — you provide the coaching context separately.

Full AI Experience

Keep everything ON. Clients get the complete experience — AI chat, detailed analysis, recommendations, and educational content.

Coach-Controlled Uploads

Turn OFF: Upload Results. Only you (the coach) can upload blood test PDFs. Clients can view results but not add their own.


Important

Changes apply immediately after saving. All clients on your portal see the same configuration — you cannot toggle features per client.

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