Documentation

Getting Started

Watching the 14-minute introductory video is the best and fastest way to learn the basics of the platform.

 

 

Instructions

This web application is for managing your clients, creating your base program as Goals and Tasks, and then prescribing Goals to your clients that use the Habinator mobile app.

HOW IT WORKS

1️⃣ Complete your profile and add your picture.

2️⃣ Design your program in "Goal Management": Build a library of reusable Goals and Tasks. Start with our ~250 Goal Templates.

3️⃣ Invite clients: Add clients using their email addresses. Ensure the email is the same as the one they use to log into the Habinator mobile app. They will receive instructions on how to install and use the app via email.

4️⃣ Prescribe Goals: After creating a Goal Template in your Goal Management library, you can assign that Goal to your client.

5️⃣ Monitor Progress: Set meters for your client to track their progress. This can be done by selecting"Manage Meters".

 

📵 Don't log into the client mobile app with the email you've registered as a coach. (You can verify your email from your Profile). If you wish to test the client mobile app, sign in using a different email than the one used for this Coaching Platform. Then, add that email as a "client"❗

☝ The test email address for testing doesn't need to be real, just unique.

☝ If you lack an alternative email address, you can modify your existing one using the plus (+) sign. For example, my@email.com can be altered to my+fake@email.com.

 

Goal Management

Build your base program as a library of editable and reusable Goals and Tasks (Goal Templates) that you can prescribe to your clients. The fastest way to build your library is to find one of the ready-made Goals we provide, remove what you don't need, and add your expertise. Alternatively, choose "Empty Goal Template."

 

A Goal Template includes:

1️⃣ Name, Description, and Image.

2️⃣ Reasons & Rewards for motivation. References to studies can be found in https://habinator.com/research-resources

3️⃣ Tasks are the most crucial aspect of a Goal. They represents a one-time or repeatable action to be undertaken to establish a habit and/or achieve the Goal.

 

☝ The Goal templates you add to your library are visible only to you.

🏁 When prescribing a Goal to your client, you can personalize the Goal for their individual needs. Also, set the Start Date, Duration, Active Days, and possible Reminders.

☝ When you prescribe a Goal to your client from a Goal template and make changes to it (personalization), the changes do not affect the Goal Template, but only the Goal the client receives.

📲 After prescribing the Goal, it will appear in your client's Habinator mobile app. You can view and optimize the Goal in the client's "Goals" view.

☝ Your client can also make changes to their Goals in the app.

 

How do I create a program (Goals & Tasks)

 

 

Tasks

Tasks are the most crucial aspect of a Goal. They represents a one-time or repeatable action to be undertaken to establish a habit and/or achieve the Goal.

To create a Task, you can use text, emojis, videos, and images through markup.

Add a link

[Link name](http://habinator.com)

Embed a video from YouTube

[Video name](https://youtu.be/rCsHEt_EZ0c)

The link you get from YouTube:

 

Click: "Share"

 

Copy the link

 

The video can be public, unlisted, or private.

 

Add an image


 

Full syntax support

https://github.com/iamacup/react-native-markdown-display#syntax-support

 

Emojis

https://getemoji.com/

 

You can also see examples of creating a Goal template from other templates.
 

 

How does a coaching process work in the real world?

In a nutshell, coaching is about deciding together what Goals to pursue and how to achieve them (Tasks). The Habinator Coaching Platform is a tool that will make your coaching process more efficient, professional and more effective. 

After your client has installed the mobile app and you have successfully added them as you client, you will have a conversation (video or face-to-face meeting).

If already have Goals in your Goal Library, you can prescribe a Goal to your client. You will need to go through the Goal Setting process to personalize the Goal to your client's exact situation and needs, which usually means giving them tasks to complete to achieve the Goal. You will also set:

• The start date
• Duration
• Reasons and Rewards to motivate your client
• Reminders

Then set Meters (weight, energy, mood, etc.) to measure the results.

After the meeting, your client begins to follow the plan, i.e. to perform the Tasks to achieve the Goal.

Between meetings, you can track your client's progress, motivate them through the chat, and schedule the next meeting.

At the next meeting, you review the current results together and continue to optimize the plan by optimizing Goals and Tasks.

Coming Soon & Bugs

Found a bug? Need another feature? See our Coming Soon list.

If you can't found your issue on the list, please contact us.