How to Manage, Edit, Duplicate, and Delete Habit Plans

CoreCoach gives you full control over habit plans after they are created. This includes managing assigned clients, editing the plan, duplicating it, or deleting it.

Written By Jacob Elliott

Last updated About 1 month ago

Before you begin:
You must already have a habit plan created.
If you don’t have one yet, see our guide here: How to Create a Habit Plan.

Managing assigned clients

1. Open the Habit Plans Section

Go to the Clients tab → Habits → Plans.

2. Select Your Habit Plan

Tap the three dots (⋮) and choose Manage Assignments.

3. Add or Remove Clients

  • To remove a client: unselect their name

  • To add a client: select them

Tap Continue to save your changes.

Editing a habit plan

1. Open the Options Menu

Tap the three dots (⋮) and select Edit Habit Plan.

2. Update the Plan

You can edit:

  • Name

  • Description

  • Habits included

  • Targets

  • Order and timings

  • Duration

3. Save Your Changes

Continue through each step and tap Save & Continue at the end.

Duplicating a habit plan

1. Select Duplicate Habit Plan

Tap the three dots (⋮) and choose Duplicate Habit Plan.

2. Enter New Details

Update the name or description if needed.

3. Save the New Plan

This creates a copy you can edit or assign independently

Deleting a habit plan

1. Select Delete Habit Plan

Tap the three dots (⋮) and choose Delete Habit Plan.

2. Confirm Deletion

Once confirmed, the habit plan will be permanently removed.