How-To Guide & Instructions
Select your role below to view tailored, step-by-step feature instructions and testing verification flows.
Consumer & Family Member Guide
Learn how to manage your family's health circle across up to 7 phones, track shared medication rings, receive caregiver range alerts, connect smart wearables, and accept discounted care plan sponsorships from your practitioner.
1. Family Care Circle (Up to 7 Devices)
Standard & PremierLink family phones, stream real-time vitals, track shared medication adherence, and receive caregiver alerts.
- • In the Mobile App, go to More → Family Care Circle (or tap the Family Switcher at the top of your dashboard).
- • Tap "＋ Add Family Member".
- • Select role: Senior/Parent, Child, Spouse, or Care Recipient.
- • Enter their email or phone to generate a unique 6-character Join Code.
- • On the family member's phone: Open the Sanora app $\to$ Tap "Join Family Circle".
- • Enter the 6-character Join Code.
- • The phone is instantly linked into the circle with independent biometric lock and customized privacy settings.
- • When a member logs a reading (Blood Pressure, Glucose, Heart Rate) on their device, the Pulse Feed updates in real time.
- • When medications are checked off, the Shared Medication Adherence Ring fills dynamically for caregivers to see.
- • If a senior's vitals entry is outside normal range, a yellow RANGE ALERT card appears on caregiver phones with 1-tap quick buttons to call the senior or emergency services.
- • Privacy Toggle: Members can toggle "Share Vitals" or "Share Medications" on/off at any time.
2. Receiving a 50% Practitioner Discount
Client SavingsHow to accept a 50% subscription subsidy sponsored by your dietitian, coach, or doctor.
When your healthcare provider sponsors your subscription, a special "🎁 50% Subscription Sponsorship" card appears at the top of your More tab in the app.
Tap "Accept & Upgrade". Your plan immediately unlocks at half price: Standard for $3.50/mo (regular $6.99) or Premier for $5.00/mo (regular $9.99). Your provider pays the other 50%.
When the sponsored period ends (e.g. after 3 or 6 months), you are never automatically charged full price. Your account simply reverts to your prior plan (such as Free Basic) unless you choose to renew.
3. Free Signup & 3-Month Free Standard Gift
All New AccountsInstant free account creation with zero credit card required and a 30-day window to activate a 3-month free Standard plan gift.
Create an account with just your email and password. No payment info or credit card is required.
You have 30 days to claim your gift. Tap the "🎁 Activate 3-Month Free Standard Gift" banner in your app or account hub.
Get unlimited AI Care Plan analysis, Family Care Circles, and wearable sync free for 3 full months ($0.00 charged).
4. Connected Apps & Wearables
Apple Health · Health ConnectStream blood pressure, heart rate, blood glucose, sleep, and activity directly into your personal health profile.
- In the app, go to More → Connected Apps.
- Tap "Connect Apple Health" (iOS) or "Connect Health Connect" (Android).
- Select the biometric metrics you wish to sync (Heart Rate, Steps, Blood Glucose, BP).
- Sync triggers automatically and refreshes in the background.
No smartwatch? You can log readings manually on the Home screen or upload lab CSV records.
Go to My Vitals → Add Reading (or tap ＋) to record blood pressure or glucose readings with instant range status feedback.
5. Privacy Controls: Sharing Lifestyle & Food Preferences
Explicit Opt-In OnlyWhere and how to turn on or off sharing of your lifestyle, nutrition, and workout goals with your practitioner.
- 1. In-Person Training & Appointments (Booking & Calendar): When booking any session, or anytime by tapping your scheduled session inside the Calendar, toggle "Share Lifestyle & Goals" on/off. (Default: OFF).
- 2. Care Packages & Programs: On any care package detail view or enrollment card, toggle "Share my health goals & preferences" on or off anytime.
- 3. Health Profile: Go to More → Health Profile to manage dietary restrictions, food preferences, fitness level, and workout goals anytime.
- Account Dashboard: Log in at sanora.ai/account.html.
- Scroll to "Order History & Active Enrollments".
- Under each Scheduled Appointment / In-Person Training or Care Package card, flip the live toggle switch: "🌿 Share lifestyle & fitness goals with [Practitioner]".
- Changes take effect instantly in real-time across both mobile and web.
What CAN be shared (only when toggled ON): Dietary restrictions, foods to avoid, cuisine preferences, fitness level, training style, available workout equipment, target workout duration, and lifestyle wellness goals.
What is NEVER shared with practitioners: Blood Pressure, Blood Glucose, Heart Rate, SpO2, medical diagnoses, clinical lab records, and prescription medications. Your biometric data is 100% private to your device and family circle.
📋 Consumer Verification Checklist
Use this interactive checklist to verify features during app testing:
Healthcare Practitioner & Practice Guide
Comprehensive instructions for clinicians, dietitians, wellness coaches, and practice admins on subsidizing client subscriptions at 50%, publishing care packages, managing client adherence, moderating community groups, and tracking practice revenue.
1. The 50% Client Subscription Sponsorship Program
Client Retention ChannelSubsidize 50% ($3.49/mo Standard or $4.99/mo Premier) so clients stay retained and actively logging vitals on your protocols.
- • In Professional Mode, tap the Clients tab.
- • Beside any client row (or inside the client action sheet), tap "🎁 Sponsor 50%".
- • Choose tier: Standard ($3.49/mo pro cost) or Premier ($4.99/mo pro cost).
- • Select duration: 1, 3, 6, or 12 months.
- • Review the live cost breakdown and tap "Send 50% Sponsorship Offer".
- • View the "🎁 Active 50% Client Sponsorships" dashboard card at the top of your Clients tab.
- • See which clients have accepted, their active tier, and remaining days.
- • Dual independent Stripe billing is maintained: You pay 50%, client pays 50%.
- • Active Enrolled Clients: Once a client accepts the sponsorship, it is a Guaranteed Commitment for the full selected term (1, 3, 6, or 12 mo). Practitioners cannot cancel an enrolled client mid-way.
- • Pending Invites: If an invite has not been accepted yet, practitioners can tap "Withdraw Invite" at any time to reclaim the seat.
- • Safe Term End: At the conclusion of the term, clients automatically revert to their prior plan without surprise full charges.
- • Go to More → Earnings to inspect your financial statements.
- • Sponsorship subsidies appear as transparent business development deductions alongside package revenue and net payouts.
2. Creating & Publishing Care Packages
Monetization ToolkitBundle your consultations, customized protocols, and coaching into fixed-price or monthly packages.
In Pro Mode $\to$ Packages tab $\to$ Tap "＋ Create Package". Enter package title, description, specialty focus, duration (e.g. 4 weeks, 12 weeks), and price.
Once published, your package appears on your public profile and the in-app Marketplace. Consumers can enroll directly via secure checkout.
When a client purchases a package, they are automatically added to your Clients roster and granted access to your coaching channels.
3. Shared Health Preferences & Lifestyle Coordination
Wellness CoachingReview client-approved lifestyle preferences, dietary restrictions, and wellness goals to personalize care protocols.
In your Clients tab, health and lifestyle preferences are displayed only if the client has explicitly turned sharing ON.
If the client has kept sharing OFF (the default), their card clearly indicates "Client has kept lifestyle preferences private".
Use shared client dietary goals, workout styles, and food preferences to tailor customized 7-day meal plans and habit protocols delivered to their HealthSpoke app.
Strict Non-Clinical Scope: Practitioners never receive raw biometric telemetry (BP, Glucose, SpO2) or medication records. Sanora AI is an educational lifestyle wellness platform.
📋 Practitioner Verification Checklist
Use this checklist to verify practitioner features during testing: