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How do I add a habit tracker?

How do I add a habit tracker?

Posted by Support Team on November 24, 2020 — Updated on November 24, 2020

Learn how to set up a habit tracker on a user’s calendar. Follow the instructions to seamlessly add and customize habits.

1. Navigate to the client calendar

Navigate to the user and click on their calendar icon.

Navigate to the client calendar

2. Click on the “Habits” icon

Click on the habits icon on the left.

Click on the 'Habits' icon

3. Select an existing habit to add

Search and select a habit from the “Add habit to calendar” field.

Select an existing habit to add

4. Select a start date for the habit

Select the date the habit will start.

Select a start date for the habit

5. Select an end date for the habit

Select the date the habit will end.

Select an end date for the habit

6. Select days of the week

Customize the days of the week you want the habit to be scheduled.

Select days of the week

7. Save the habit

Save the habit schedule. After saving, the habit tracker will be scheduled on the client calendar.

Save the habit

8. Create a new habit

You can also create a new habit to add to the calendar by clicking on “New”.

Create a new habit

9. Enter the title and habit description

Enter a habit title, description and customize the image for the habit.

Enter the title and habit description

10. Select a start date for the habit

Select the date the habit will start.

Select a start date for the habit

11. Select an end date for the habit

Select the date the habit will end.

Select an end date for the habit

12. Select days of the week

Customize the days of the week the habit will be scheduled.

Select days of the week

13. Select a measurement

Select a measurement from the “Track over time via measurement” drop-down list.

Select a measurement

14. Select an entry type

Select the entry type for the habit. For numbers you can set the goal, the minimum and maximum number as well as the increments used. The yes/no option will expect a yes or no from the user.

Select an entry type

15. Save the habit

Save the habit to add it to the calendar. Now you can easily add existing habits or create habits on the go to add to client calendars.

Save the habit

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