Coaches: habits
Habits are small, repeatable behaviours you ask a client to track, such as daily steps, water or sleep.
The Habits library
Habits in the sidebar holds reusable habit templates. The page has Active and Archived tabs.
Click New habit:
| Field | Options |
|---|---|
| Title | Required, up to 120 characters |
| Instruction | Optional, up to 1,000 characters |
| Completion | Binary: done or not done. Value: a number checked against a target |
| Rule (Value only) | At least, At most, Exactly |
| Target (Value only) | A positive number |
| Unit (Value only) | Steps, Liters, Milliliters, Fluid ounces, Hours, Minutes, Grams, Kilograms, Pounds, Calories, Kilometers, Miles, Sessions, Servings, Count, Percent, or no unit |
| Schedule | Daily, Weekdays (pick the days), or Quota (a number of times per week, 1 to 14) |
Examples:
- “Walk 8,000 steps”: Value, At least, 8000, Steps, Daily.
- “Take creatine”: Binary, Daily.
- “Stretch 3 times a week”: Binary, Quota 3.
Habits can be edited or archived. There is no permanent delete.
Assigning a habit to a client
- Open the client and go to the Habits tab.
- Click Assign.
- Choose From library, or Custom habit to create one just for this client.
- Set a Start date, and an End date if the habit should stop.
- Optionally add a Coaching note to personalise the instruction.
- Click Assign habit.
The client is not sent a notification when a habit is assigned. It appears in their Habits tab and on Home when it is due.
Tracking a client’s habits
The client’s Habits tab lists each habit with its status:
| Status | Meaning |
|---|---|
| Active | Currently running |
| Upcoming | Start date is in the future |
| Paused | Temporarily stopped |
| Ended | End date has passed |
| Archived | Removed |
Each day is marked Complete, Missed, In progress or Not due. Select a habit to see weekly progress, trends and recent logs.
From the row menu you can:
- Log entry to record a day on the client’s behalf (date, completed or value, note);
- Archive the habit.
Common questions
“End date must be on or after start date”. Fix the dates in the assign dialog.
“Value habits require a target value”. A Value habit needs a rule and a target. Switch to Binary if there is no number to track.
Do clients get reminders for habits? Not currently. Habits due today appear on the client’s Home screen.
Can a client create their own habits? No. Habits come from the coach.