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.
