Habits

Habits are recurring behaviors you (or your clients) want to track week over week. They’re separate from the meal plan, exercise program, and check-in form — habits are their own simple completion log.

What a habit looks like

Each habit has:

Name — short label (e.g. “Morning walk”, “8 hours sleep”, “Stretching”)
Description (optional) — a longer explanation
Category — fitness, nutrition, sleep, mindfulness, or other
Frequency — daily, weekly, or custom

For custom frequencies, you pick either:

Days per week — e.g. 3x per week, no specific days required
Specific days — e.g. Mon/Wed/Fri only

Where habits show up

Habits surface in three places:

Client check-in review — the Habits section in the check-in modal shows what the client logged for the week.
Client analytics deep-dive — the Habits tab on a client’s analytics view (Analytics) shows long-running stats: average completion %, week-over-week trend, total weeks tracked.
Client portal — clients see their active habits and check them off through their portal.

Habit analytics

For each habit, the analytics card shows:

Average completion % — across all weeks tracked
Completion trend — improving / declining / stable, based on recent weeks vs. baseline
Total weeks tracked — how long the habit has been active
Successful weeks — weeks where the habit hit its target frequency

The trend indicator is the fastest read for “is this habit working.” Improving means recent weeks are completing more than the baseline; declining means the opposite. Stable means it’s holding.

Self-coaching habits

In self-coaching mode, you (the user) manage your own habits — add, edit, archive — directly from your portal. The coach-side Habits view in the client detail shows the same data.

Configuring habits for clients

Coach-managed habits are configured per-client. Open a client’s detail page, find the habits section, and add the habits you want them to track. Adjust the frequency and category as needed; the change takes effect the next time the client opens their portal.

Pre-set habits

When you open Add habit, a row of preset chips appears above the form: Eat vegetables, Hit protein target, Drink water, Meal prep, Sleep 7+ hours, Meditate, Time outside, Hit step goal, Take supplements, Morning sunlight, Journal.

Clicking a preset prefills the name, description, category, and frequency fields in one step. Every field stays editable, so you can use a preset as a starting point and tailor the description for the individual client (for example, swap “3 to 6 servings per day” for “3 to 6 servings per day, focus on greens”). Tweaking any prefilled field removes the active highlight on the chip, so the form’s visual state always matches what’s actually in the inputs.

Presets only appear when adding a habit. The edit form keeps the existing fields focused on the habit being changed so you don’t accidentally overwrite client-specific copy with a one-click preset.

Frequency options

Daily: every day of the week.
Weekly: once a week, no specific day.
Custom: choose either days per week (a number from 1 to 7) or specific days (Mon/Wed/Fri, etc.). Values outside the 1 to 7 range are corrected on input.

Length limits

Habit name is capped at 80 characters; the description at 500. Long enough for context, short enough that habit cards stay scannable in the client’s portal.

When to use habits vs. check-in custom fields

Two ways to track behaviors that aren’t in the standard check-in:

Habits — for recurring behaviors with a frequency target. Best for “did you do X this week?”
Check-in custom fields — for arbitrary questions or one-off measurements. Best for “rate Y on a scale of 1-10” or “tell me about Z.”

Use habits when you care about consistency over time. Use custom fields when you care about a specific weekly answer.