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.