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Meal Planner

Written by Shivee

The Meal Planner module helps childcare centers plan nutritious meals, organize menus, manage food items, and maintain compliance with meal program requirements. With reusable templates, a centralized food library, allergen tracking, and built-in reporting, Meal Planner makes it easy to create consistent meal plans while reducing manual effort.


Who can use this feature?

  • Super Admin

  • Admin

  • Users with Meal Planner permissions


What can you do with Meal Planner?

Using Meal Planner, you can:

  • Create daily, weekly, or monthly meal plans

  • Build and manage a centralized Food Library

  • Create reusable meal templates

  • Record serving sizes by age group

  • Track allergens for food items

  • Export meal plans as PDF

  • Generate CACFP/CSEFP meal reports


Navigate to Meal Planner

Go to:

Activities → Meal Planner

From here, you can create meal plans, manage templates, maintain your food library, and generate reports.

Recommended Screenshot: Meal Planner Dashboard


Create a Meal Plan

Create meal plans for individual days or an entire date range.

While creating a meal plan, you can add meals such as:

  • Breakfast

  • Morning Snack

  • Lunch

  • Afternoon Snack

  • Dinner (if applicable)

Select food items directly from your Food Library to build each meal.

After saving, the meal plan can be edited at any time.


Edit or Copy Existing Meal Plans

Meal plans can be updated whenever your menu changes.

You can:

  • Add or remove food items

  • Modify meals

  • Update serving information

  • Duplicate an existing meal plan to save time

Copying an existing plan is useful when creating recurring weekly or monthly menus.


Create Meal Templates

Meal Templates allow you to reuse frequently used meal plans instead of creating them from scratch.

To create a template:

  1. Click on new template

  2. Add the details

  3. Enter a template name.

  4. Save the template.

Once created, templates can be applied whenever you create a new meal plan.


Apply a Meal Template

When creating a new meal plan:

  1. Select Use Template.

  2. Choose an existing template.

  3. Select the required date or date range.

  4. Apply the template.

Templates help maintain consistency across classrooms while significantly reducing planning time.


Manage the Food Library

The Food Library stores all food items used across your meal plans.

Instead of creating food items every time, add them once and reuse them whenever needed.

For each food item, you can configure:

  • Food Name

  • Food Category

  • Serving Sizes

  • Nutrition Information (optional)

  • Allergens

The system also suggests existing food items while typing to help prevent duplicate entries.


Add Serving Sizes

Meal Planner allows you to define serving sizes for different age groups.

This helps ensure that meal plans follow your center's nutritional requirements while maintaining consistency across classrooms.

Serving sizes are automatically available whenever the food item is added to a meal plan.


Manage Allergens

Each food item can include allergen information.

Common allergens include:

  • Milk

  • Eggs

  • Wheat

  • Soy

  • Peanuts

  • Tree Nuts

Allergen information is displayed whenever the food item is included in a meal plan, helping staff quickly identify foods that may require special attention for children with dietary restrictions.


Export Meal Plans

Meal plans can be exported as PDF files for printing or sharing with staff.

To export:

  1. Open Meal Planner.

  2. Select Export PDF.

  3. Choose the required date range.

  4. Generate the PDF.

Printed meal plans can be displayed in classrooms or used as part of your daily meal preparation process.


Generate CACFP/CSEFP Reports

Meal Planner includes built-in reports to support meal program compliance.

Available reports include:

Summary Report

Provides an overview of meals served during the selected reporting period.

Detailed Tracking Report

Displays detailed meal information, including:

  • Meals served

  • Serving sizes

  • Age group details

  • Food items

These reports help simplify documentation and support subsidy or compliance requirements.


Best Practices

  • Create your Food Library before building meal plans.

  • Record allergens for every food item.

  • Configure serving sizes for each age group.

  • Use meal templates for recurring menus.

  • Review meal plans before publishing or printing.

  • Generate reports regularly to maintain accurate meal records.

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