How to use Habits in CoachNexa

Open Habits

Click Habits in the sidebar. You'll see all active habits across your clients, with their current streaks and today's check-in status.

Assign a new habit

Click + Assign Habit. Select the client, write the habit (e.g. "Drink 2 litres of water"), set the frequency (Daily, Weekdays, Weekly) and a reminder time.

Enable streak tracking

When creating or editing a habit, toggle Track Streak on. The client's current streak and best streak are visible to both you and them in real time.

Turn on Challenge Mode

For a fixed-duration commitment, enable Challenge Mode on the habit. Set a duration (7, 21, 30, 66 or 90 days) and choose AUTO reset (streak resets automatically on a miss) or MANUAL (you review misses and can pardon them).

Monitor check-ins

In the Habits list, a green dot on today's date means the client has checked in. A red dot means they missed. Click any habit to see the full check-in calendar.

Send a manual nudge

If a client hasn't checked in for a day or two, click the habit row → Send Nudge. A personalised reminder is sent to them by email or WhatsApp (if configured).

Review habit analytics

Click a habit to see a 30-day check-in heatmap, completion rate percentage and streak history. Use these numbers in your coaching sessions to celebrate wins and diagnose patterns.

What your client sees — Client sees the habit in their portal

Assigned habits appear on the client's Habits page immediately. They can see the habit title, frequency and their current streak at a glance.

What your client sees — Client checks in daily

The client taps the check-in button each day (or each week for weekly habits). Their streak counter updates live and they receive a streak milestone celebration at 7, 14 and 21 days.

What your client sees — Missed day nudge reaches the client

If you've set up reminders, the client receives an email or push notification when they haven't checked in for a day. They can check in directly from the notification.