Overview of Habits

Creating habits and assigning the right items can feel a little confusing at first. This article explains how habits work, how they connect to other features inside the app, and how to correctly assign them to clients.

Written By Jacob Elliott

Last updated About 1 month ago

(Loom Video Breakdown)

https://www.loom.com/share/0ba7baacb86b490e9743680be143b251

How Habits Work

Habits are what clients interact with and log inside their app.

However, certain items must be created first before they can be assigned inside a habit.

The following items are created separately, then attached to a habit:

• Check-in photos / poses
• Forms
• Metrics

Once created, these are added into a task-based or metric-based habit and then assigned to a client.

Check-In Photos / Poses

Check-in photos (poses) must be created first before they can be assigned.

  1. Navigate to the Poses tab

  2. You’ll see built-in poses already available

  3. You can also create a new pose if needed

Once your poses are created:

  1. Go to Create New Habit

  2. Name the habit (e.g. “Check-In Photos”)

  3. Select Task-Based Habit

  4. Choose Check-In Photos

  5. Select the poses you want included

  6. Assign the habit to your client

Your client will now be prompted to log those specific check-in photos.

Forms

Forms follow the exact same structure.

First, create your form:

  1. Go to Forms

  2. Create a new form

  3. When building the form, make sure you select Habit (not Service)

  4. Build and save your form

To assign it:

  1. Create a new habit

  2. Select Task-Based Habit

  3. Choose Form Submission

  4. Select your form

  5. Assign it to your client

Your client will now be prompted to complete that form inside their habits.

Metric-Based Habits

Metrics are slightly different.

If the metric already exists (built-in or custom created):

  1. Create a new habit

  2. Select the metric you want the client to log

  3. Name the habit

  4. Set the targets

  5. Save and assign it

The client will now log that specific metric (e.g. weight, steps, measurements) directly inside the habit.

Summary

• Poses, forms, and metrics are created first
• They are then attached to a habit
• The habit is what gets assigned to the client
• The client logs everything through the habit

Habits act as the bridge between what you build and what your client completes.