Habit Templates

A habit template is a reusable set of habits that a coach applies to a client to start a habit program.

Three terms appear in this guide:

A coach uses a template to give many clients the same habit plan in one action. Later changes to the template do not change running programs until someone syncs them.

Habit templates are part of the coaching features. The staff member needs the role of owner, box manager or personal trainer. Alongside having the coach package.

The client needs an active coaching engagement (a coach and client relationship in the Dashboard) before they can get habits.

The coach builds templates from library habits and applies them to a client. The member logs the program's habits in the app, and the logs feed the coach's signals.

A template is a list of library habits, each with its own schedule. When a coach applies the template, the system copies each habit into the client's program. The member then logs each habit on the days it is due.

The template also stores visibility, slug, and author. The Dashboard always saves visibility as private.

Each habit in a template has these fields.

The time of day does not change which days a habit is due. It changes only the group in the app and the reminders.

The habit library holds the habits that templates use. The system has 12 built-in habits that all gyms share. A gym can add its own habits with "Create custom habit".

A library habit has a Name, a Description, an Icon and a Category.

A habit program belongs to one coaching engagement. It holds a copy of the template habits, a start date, an optional end date and a status: active, paused or completed. It also remembers the source template and its version, for a later sync.

A habit log records that the member did one habit on one date. There is at most one log per habit per day.

You create a template in the Dashboard under Coaching > Habits > Habit templates. A new template starts as a draft. Clients can get it only after you publish it.

If a habit row has no habit or no frequency, the Dashboard drops that row on save without a warning. Look at the habit count in the side card after you save.

The "Create custom habit" dialog adds a new habit to the shared habit library of the gym. Other templates and programs can then use it too.

You can also type a name in the Habit picker and select 'Create "{name}"'.

The Languages card sets the base language. The default is English. To translate, select another language in "Edit text in" and type the text again.

You can translate only the name, the description and the custom note of each habit. The habits and the schedule are the same in all languages. Click "Back to {language}" to return to the base language.

There is no delete button for a template. To retire a template, archive it.

Publish increases the version number by one. A new template is version 1, so the first publish makes it version 2. A later edit of a published template saves the changes but does not increase the version.

The edit page shows the "Version history" (who changed what and when) and "Engagements on this template" (each client that uses the template).

A coach can apply a published template in five ways. Each way makes a habit program for a client with an active coaching engagement. Only the start date is set at apply time. There is no end date and no note in the apply dialog.

If you select two or more clients, the Dashboard does a bulk apply. The "Bulk apply results" dialog then shows the number that succeeded and failed. Each failure has a reason, for example "Template is not published". Each success has a "View program" link.

If no template fits, click "Create new template" in the same dialog.

A journey template (a sequence of coaching stages) can start a habit template at one stage. In the journey stage editor, set "What starts" to "Habit template". Then select the template, the Start day and the "Wait for" condition.

When the coach applies the journey, the habit program starts at that stage. The "Apply journey" dialog asks for the Journey template, the Start date and Notes. Managers can also select "Skip gates". The journey stage is complete when the habit program becomes completed.

A nutrition plan template can link one habit template. When a coach applies the nutrition template, the habit template is applied to the open engagement of the client. If the client has no open engagement, the nutrition plan is saved without the habits. In the nutrition template, use "Link a habit program". Use "Edit habits" to change it and "Unlink" to remove it.

A program keeps the template version it started with. When the template version is higher than the program version, the program shows "Needs sync". On the template edit page, turn on "Needs sync only" to see these clients.

The sync compares habits by the library habit. The fields that sync are frequency, days, custom note, time of day and custom time.

The sync dialog "Preview template sync" has three modes:

A coach can also give habits to a client without a template. Use this for a plan that only one client needs.

If no template is published, the Dashboard selects "From scratch" automatically.

There is no separate flow to give one habit to a client. To add one habit, open the program at Habit programs > program > edit. Then click "Add habit" and save.

The same edit page changes the frequency, time of day or note of a habit. A program from a template keeps these edits. A "Structural" sync keeps them too.

The coach controls the program on its edit page.

A program with an end date changes to completed automatically. A job does this each day at 01:20 UTC after the end date.

Members see their habits through mobile app.

The app shows only the habits that are due today. A habit is due by its frequency:

The home screen has a habits card. It shows a ring with "X / Y done today" and a list of today's habits, grouped by time of day. The member taps a habit to mark it done. When all habits are done, the app shows a celebration.

The Habits screen has two tabs.

Done habits turn gray, get a line through them and move to the bottom.

The app marks a habit as missed from the local time of the phone. Custom and Anytime habits are never marked as missed.

A streak counts the due days in a row on which the member logged the habit. Days on which the habit is not due do not break the streak. If streak freeze is on, the app forgives one missed day in any 7 days. A second miss in 7 days ends the streak.

A habit is done or not done. The member taps the habit once to log it, and taps again to undo. There is no skip, amount or partial value.

A log does not send a message to the coach. It updates these values:

The coach sees the logs on the member profile under Habits. The coach can give feedback on a log. The member gets that feedback in the app inbox.

A member gets at most two habit reminders each day, at 11:00 and at 21:00 in the gym's time zone. The reminders go by push and in the app inbox, never by email.

Each reminder goes once per day at most.

A tap on a reminder opens the Today tab of the Habits screen. The "Log it" button on the evening nudge logs the last habit without opening the app.

The coach turns habit reminders on or off for one member. Open the member profile, go to the Habits tab, and use the "Habit reminders" switch. The switch controls push and in-app reminders for all habits together.

The member cannot turn habit reminders off in the app. To stop reminders for one habit only, set its time of day to Anytime.

The coach also gets signals when a client does not keep their habits.

The coach can answer a habit in an engagement message.

The risk level of a client comes from PT sessions and workouts, not from habits.