Before you begin
You must already have a habit created — either using one of CoreCoach’s pre-built templates or a habit you’ve created yourself.
If you’re unsure how to create a habit, see our guide here: How to Create a Habit.
Steps to assign a habit
1. Go to the Clients Tab
Navigate to the Clients tab, then tap the Habits section at the top of the screen.
2. Choose a Habit
Scroll through your habits (pre-built or custom) and tap the habit you want to assign.
3. Assign the Habit
Tap the three dots (⋮) in the top-right corner and select Assign to Client.
Choose which client you want to assign the habit to, then tap Continue.
4. Select which client/s you would like to assign it to
Choose which client/s you would like to assign your habit to - you can choose as little as 1 or as many clients are you would like.
Tap Continue to move to the next step.
5. Select the start date
Choose the date you want the habit to begin for your client. (Please note - start dates can not be in the past)
Tap Continue to move to the next step.
6. Set Target Values (If Needed)
If the habit is numeric-based, you’ll be able to set a target and choose between metric or imperial units.
(Only if the habit is numeric based - Not task based)
Once you are happy - click Assign Habit.
7. Review
Now you will be taken back to the habit and you will be able to see which client/s have this habit assigned.
The habit will now appear in your client’s daily habit list based on the schedule you set.
