How to use Habit Programming (BETA)

Level up your holistic coaching and improve your client results by creating personalized habit-routines or full habit-based programs with habit programming!

Create and assign habit programs to multiple clients, or seamlessly integrate habit-routines into your existing offerings. Streamline your workflow and scale your habit-based coaching today!

What's in this article?

Create a habit routine by scheduling habits in a master program
How to edit a habit routine?
How to delete a habit routine?
How to subscribe clients to a habit program?

Create a habit routine by scheduling habits within a master program

From the Overview Page– navigate to your Master Programs Library by hovering over Master Libraries tab > Selecting Programs from the menu options.
Select an existing program from your shared or personal folder > Hit the Calendar tab from the menu options to open your programs master calendar.
- If you have not created any programs yet– click here to learn how!

On the program's master calendar, hit the blue SCHEDULE button > Select Habit from the drop down.
This will bring up a pop-up where you can select a habit to add to your program > select a Habit Category from the menu > Select a habit >
- Note: You can also add existing custom habits to your master program, if you haven't made any custom habits yet– click here to learn how!
Next, let's set the details for the habit routine we want client's to follow > then hit the blue ADD button to schedule.
- In this example we have the standard options of setting the start date > duration, and the days of the week we want client's to practice this habit routine.
- The other options that you can see: setting the number of meals per day > showing a portion guide, and changing the portion size, are specific to this habit type and may vary between categories/habits.
Once you hit ADD > your habit routine is scheduled into you master program!

How to edit a habit routine?

Navigate to your desired Master Program Calendar > Select one of the Scheduled Habits to modify the habit routine >
Hit the three dot menu > Select Edit from the drop-down >
This will bring up a window where you can edit the details of your habit routine > after making adjustments hit the blue UPDATE button >
After hitting UPDATE, the edits you have made to your habit routine will be reflected in the program master calendar.
- Note: Changes made to habit routines within a master program will be reflected on the dashes all client's who are subscribed to that program.

How to delete a habit routine?

Navigate to your desired Master Program Calendar > Select one of the Scheduled Habits to modify the habit routine >
Hit the three dot menu > Select Delete from the drop-down >
Hit the red CONFIRM button to delete the habit routine from your master program calendar >
After hitting CONFIRM, your habit routine will be removed from the program master calendar.
- Note: Changes made to habit routines within a master program will be reflected on the dashes of all client's who are subscribed to that program.

How to subscribe clients to a habit program?

There are two ways you can subscribe your client's to a habit program– following the same steps you use would to subscribe client's to any other programming type. However, we will go over both options below:

Subscribe Client's directly from a Master Program:

Navigate to Master Programs Library by hovering over Master Libraries tab > Select Programs from the menu options >
Select the program you want to subscribe clients to > Click the Summary & Subscribers tab > Hit the blue ADD SUBSCRIBERS button >
Select clients from the drop-down > Set the Program Start Date and Program Type > Hit the blue SUBSCRIBE button.

Subscribe Clients from the Client tab:

Select the Clients tab from the main column menu >
Select the clients you want to subscribe to your program > Hit the three dot menu (...) near the top of the page > Select Subscribe to master program from the drop-down >
Select the folder your program is saved in > Select the Program you would like to subscribe your client's to >
This will bring up a pop-up where you can set the Program Start Date and Program Type (Main or Add-on) > Hit the blue SUBSCRIBE button.