How to Create and Manage Step Goals for Clients

Step Goals make it easy to set clear daily movement targets for your clients and help them stay focused on building consistent activity habits.

You can create a daily step target for each client, update their goal as their needs change, or remove a goal when it’s no longer needed. Any changes you make will be reflected immediately for your client.
 

How Step Goals work

Once you set a Step Goal, clients can see their daily progress toward their target using steps recorded through a supported wearable or added manually.

This gives you and your client a clear view of their daily movement, making it easier to track progress, celebrate when goals are reached, and encourage consistency over time.

How to create a Step Goal

1. From the Overview page, navigate to your client's profile, select the Goals and Habits tab, then click the blue + NEW button and select Daily Steps Goal from the dropdown menu 
   
   
    

2. Enter the details for your client's Step Goal (Daily target, Start date, End date [optional]), and then hit the yellow Save button:

   
    

3. Once created, the new Step Goal will be immediately visible to your client on their dashboard. 

Note: Your Step Goal must be a whole number and cannot be set to start on a past date.

How to mass-add step goals for your clients:

1. From the Overview page, navigate to the Clients tab 
    
2. On the Clients tab, select the clients you’d like to assign a Daily Step Goal to– click the three-dot menu, then select Add Step Goal from the dropdown options 
   
    
    
3. Enter the details for your client's Step Goal (Daily target, Start date, End date [optional]), and then hit the yellow Save button:
   
   
    
4. Once created, the new Step Goal will be immediately visible to your clients on their dashboard. 

Note: Step Goal targets must be a whole number and cannot be set to start on a past date.
 

How to edit a Step Goal

1. From the Overview page, navigate to your client's profile and select the Goals and Habits tab
   
   
    

2. On the Goals and Habits tab, click the three dot button next to Daily Steps Goal, and select Edit 
    

   
    

3. Make changes to your client's existing step goal, and then hit the yellow Save button. 
   
   

Your changes will be reflected immediately for your client.

How to delete a Step Goal

1. From the Overview page, navigate to your client's profile and select the Goals and Habits tab
   
   
    
2. On the Goals and Habits tab, click the three dot button next to Daily Steps Goal, and select Delete 
   
    
    
3. Hit the yellow Confirm button to delete, and the Step Goal will be immediately removed from your client's goals. 
   
   

What does my client see when they have a Daily Step Goal? 

Once you set a Daily Step Goal for your client, they’ll be able to see their goal and progress directly from their client dashboard on both mobile and web.

Mobile (Client View): 

• Dashboard: 
   
   
• View Progress: 
          

Web (Client view):

• Dashboard: 
  
  
   
• View Progress: