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HabitsOverview

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.

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.