Before you begin
You must already have habits created — either using CoreCoach’s pre-built templates or your own custom habits.
If you’re unsure how to create a habit, see our guide here: How to Create a Habit.
Steps to create a habit plan
1. Go to the Clients Tab - Open Habit Plans
Navigate to the Clients tab, then open the Habits section at the top.
Inside the Habits section, tap on Plans.
This is where all existing habit plans will appear and where you can create new ones.
To create a habit plan, press the New Habit Plan Button
2. Add Plan Details
Enter your Habit Plan Name and Description.
Once you’re done, tap Next.
3. Select Habit Templates
You’ll now see a list of your previously created habit templates along with CoreCoach’s default templates.
Select the habits you want included in this plan, then tap Continue.
4. Configure Each Habit
On the Configure Templates page, you can:
Set how long each habit should run
Adjust when each habit starts
Reorder the habits by the time of day
When everything is set up the way you want, tap Continue.
5. Review & Save
You’ll see a summary of your Habit Plan, including all selected habits and schedule settings.
If everything looks correct, tap Create Plan.
To then assign the plan - Please go through How to Assign and Manage Habit Plan