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Lifestyle Planning

Watch and learn more on lifestyle planning in CoachRx.

Updated over a week ago

Create and manage lifestyle prescriptions to support your clients' long-term health and fitness goals. Use CoachRx's upgraded lifestyle planning features to assign habits, track compliance, and build sustainable behavior change alongside exercise programming.

Key Benefits & Features

  • Comprehensive habit tracking - Water intake, steps, sleep, nutrition, and custom lifestyle behaviors

  • Flexible prescription options - Set targets, ranges, or minimum goals with customizable tracking methods

  • Automated reminders - Schedule notifications to help clients stay consistent

  • Progress monitoring - Track compliance and adherence patterns over time

  • Integration with exercise programs - Combine lifestyle and fitness prescriptions for holistic coaching

  • Custom lifestyle types - Create personalized habit categories specific to your coaching approach

  • Client autonomy - Empower clients to track and manage their lifestyle goals

Accessing Lifestyle Planning

Step 1: Navigate to Lifestyle Calendar

  1. Go to your client's profile and calendar

  2. Click on the Lifestyle Calendar tab at the top

  3. View the client's current lifestyle prescriptions and compliance

Step 2: Understanding Lifestyle Types

  1. Navigate to IndexLifestyle Types to view available options

  2. Review pre-populated lifestyle categories or create custom types

  3. Each lifestyle type includes:

    • Category classification

    • Tracking method (quality scale, count, time, yes/no)

    • Default reminder settings

    • Mobile app preview

Creating Lifestyle Prescriptions

Step 3: Add a New Lifestyle Prescription

  1. In the Lifestyle Calendar, click the broccoli icon on the desired date

  2. Select "Add Lifestyle" from the dropdown menu

  3. Choose from available lifestyle types (e.g., "Water Intake," "Daily Steps")

  4. Configure the prescription details:

    • Target value (e.g., 100 oz of water daily)

    • Range option (±10 oz) or minimum goal (100 oz or more)

    • Reminder settings with time and frequency

    • Duration (daily, weekly, or custom timeframe)

  5. Click "Save Prescription"

Step 4: Set Up Recurring Prescriptions

  1. After creating a prescription, select recurrence options:

    • Daily for specified number of weeks

    • Every other day

    • Weekly schedule

    • Weekdays only

  2. Choose duration (e.g., 4 weeks)

  3. Prescription automatically appears on client's calendar for selected timeframe

Step 5: Add Multiple Prescriptions

  1. Click "Add Rx" to assign additional lifestyle behaviors

  2. Use search functionality to find:

    • Previous prescriptions by keyword

    • Historical lifestyle assignments

  3. Filter results by "everyone" or "this client" for efficiency

  4. Assign multiple habits as needed for comprehensive lifestyle coaching

Step 6: Create Custom Lifestyle Types

  1. Navigate to IndexLifestyle Types

  2. Click "Add Lifestyle Type"

  3. Configure custom lifestyle behavior:

    • Category selection from available options

    • Name and description of the behavior

    • Instructions for client completion

    • Tracking method:

      • Quality (1-10 scale)

      • Count (number-based)

      • Time (duration-based)

      • Yes/No (binary completion)

    • Default reminder time

  4. Preview mobile app appearance before saving

  5. Save custom lifestyle type for future use with all clients

Client View Preview

As you build and assign lifestyle prescriptions, you’ll be able to preview exactly how it will show up in your client’s CoachRx app, ensuring clarity and accountability for both coach and client.

Best Practices

Prescription Strategy

  • Start simple - Begin with 1-2 key lifestyle behaviors to avoid overwhelm

  • Build progressively - Add new habits as clients master existing ones

  • Use ranges wisely - Provide flexibility while maintaining accountability

  • Set realistic reminders - Align notification times with client schedules

Tracking Optimization

  • Choose appropriate methods - Match tracking type to behavior complexity

  • Regular check-ins - Review compliance patterns and adjust as needed

  • Celebrate progress - Acknowledge consistency and improvement trends

  • Address barriers - Identify and problem-solve compliance challenges

Long-term Success

  • Integrate with exercise - Coordinate lifestyle and fitness prescriptions

  • Monitor sustainability - Ensure habits are maintainable long-term

  • Adjust based on feedback - Modify prescriptions based on client input

  • Focus on behavior change - Emphasize process over perfect compliance

FAQ

Q: Can clients modify their own lifestyle prescriptions?

A: Clients can track and complete prescriptions but cannot modify targets or settings. All prescription changes must be made by the coach.

Q: Can I copy lifestyle prescriptions between clients?

A: Yes, use the search function when adding prescriptions to find and apply previous assignments from other clients or historical data.

Q: Do lifestyle prescriptions integrate with exercise compliance tracking?

A: Yes, both lifestyle and exercise compliance appear in dashboard metrics and client progress tracking for comprehensive coaching oversight.

Q: How do reminder notifications work for clients?

A: Reminders are sent to the client's mobile app at specified times based on their time zone settings. Ensure client time zones are accurate for proper delivery.

Q: Can I create lifestyle prescriptions for nutrition tracking?

A: Yes, you can create custom lifestyle types for various nutrition goals including macro tracking, meal frequency, or specific dietary behaviors.

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