[{"data":1,"prerenderedAt":1066},["ShallowReactive",2],{"navigation_docs_en":3,"-en-check-ins-and-progress-setting-up-daily-habits":137,"-en-check-ins-and-progress-setting-up-daily-habits-surround":1061},[4,22,39,56,85,98,115,128],{"title":5,"path":6,"stem":7,"children":8,"page":21},"Getting started","\u002Fen\u002Fgetting-started","en\u002F1.getting-started",[9,13,17],{"title":10,"path":11,"stem":12},"Adding a new client","\u002Fen\u002Fgetting-started\u002Fadding-a-client","en\u002F1.getting-started\u002F1.adding-a-client",{"title":14,"path":15,"stem":16},"Installing the Kahunas app","\u002Fen\u002Fgetting-started\u002Finstalling-the-kahunas-app","en\u002F1.getting-started\u002F2.installing-the-kahunas-app",{"title":18,"path":19,"stem":20},"Understanding your dashboard","\u002Fen\u002Fgetting-started\u002Funderstanding-your-dashboard","en\u002F1.getting-started\u002F3.understanding-your-dashboard",false,{"title":23,"path":24,"stem":25,"children":26,"page":21},"Clients and onboarding","\u002Fen\u002Fclients-and-onboarding","en\u002F2.clients-and-onboarding",[27,31,35],{"title":28,"path":29,"stem":30},"Create a coaching package","\u002Fen\u002Fclients-and-onboarding\u002Fcreating-a-coaching-package","en\u002F2.clients-and-onboarding\u002F1.creating-a-coaching-package",{"title":32,"path":33,"stem":34},"Creating an initial questionnaire","\u002Fen\u002Fclients-and-onboarding\u002Fcreating-an-initial-questionnaire","en\u002F2.clients-and-onboarding\u002F2.creating-an-initial-questionnaire",{"title":36,"path":37,"stem":38},"Managing documents and signatures","\u002Fen\u002Fclients-and-onboarding\u002Fmanaging-documents-and-signatures","en\u002F2.clients-and-onboarding\u002F3.managing-documents-and-signatures",{"title":40,"path":41,"stem":42,"children":43,"page":21},"Workouts and nutrition","\u002Fen\u002Fworkouts-and-nutrition","en\u002F3.workouts-and-nutrition",[44,48,52],{"title":45,"path":46,"stem":47},"Nutrition 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scheduling","\u002Fen\u002Fcommunication-and-scheduling","en\u002F5.communication-and-scheduling",[90,94],{"title":91,"path":92,"stem":93},"Managing your schedule","\u002Fen\u002Fcommunication-and-scheduling\u002Fmanaging-your-schedule","en\u002F5.communication-and-scheduling\u002F1.managing-your-schedule",{"title":95,"path":96,"stem":97},"Messaging your clients","\u002Fen\u002Fcommunication-and-scheduling\u002Fmessaging-your-clients","en\u002F5.communication-and-scheduling\u002F2.messaging-your-clients",{"title":99,"path":100,"stem":101,"children":102,"page":21},"Content and community","\u002Fen\u002Fcontent-and-community","en\u002F6.content-and-community",[103,107,111],{"title":104,"path":105,"stem":106},"Creating an education course","\u002Fen\u002Fcontent-and-community\u002Fcreating-an-education-course","en\u002F6.content-and-community\u002F1.creating-an-education-course",{"title":108,"path":109,"stem":110},"Managing your community","\u002Fen\u002Fcontent-and-community\u002Fmanaging-your-community","en\u002F6.content-and-community\u002F2.managing-your-community",{"title":112,"path":113,"stem":114},"Sharing content with clients","\u002Fen\u002Fcontent-and-community\u002Fsharing-content-with-clients","en\u002F6.content-and-community\u002F3.sharing-content-with-clients",{"title":116,"path":117,"stem":118,"children":119,"page":21},"Automation and AI","\u002Fen\u002Fautomation-and-ai","en\u002F7.automation-and-ai",[120,124],{"title":121,"path":122,"stem":123},"Getting started with Crew","\u002Fen\u002Fautomation-and-ai\u002Fgetting-started-with-crew","en\u002F7.automation-and-ai\u002F1.getting-started-with-crew",{"title":125,"path":126,"stem":127},"Setting up automations","\u002Fen\u002Fautomation-and-ai\u002Fyour-first-automation","en\u002F7.automation-and-ai\u002F2.your-first-automation",{"title":129,"path":130,"stem":131,"children":132,"page":21},"Billing","\u002Fen\u002Fbilling","en\u002F8.billing",[133],{"title":134,"path":135,"stem":136},"Managing client billing","\u002Fen\u002Fbilling\u002Fmanaging-client-billing","en\u002F8.billing\u002F1.managing-client-billing",{"id":138,"title":82,"body":139,"description":1054,"extension":1055,"links":1056,"meta":1057,"navigation":1058,"path":83,"seo":1059,"stem":84,"__hash__":1060},"docs_en\u002Fen\u002F4.check-ins-and-progress\u002F5.setting-up-daily-habits.md",{"type":140,"value":141,"toc":1031},"minimark",[142,146,152,162,167,206,213,217,241,244,248,292,300,304,307,316,441,444,448,459,473,476,480,486,502,508,512,518,524,530,534,543,546,550,557,567,570,574,607,615,625,628,632,635,660,663,667,690,698,704,711,715,757,763,766,772,776,788,842,847,853,857,864,878,881,885,892,899,902,906,920,923,927,933,966,969,972,976,985,994,1003,1009,1015,1021],[143,144,145],"p",{},"Help clients keep track of the small actions you agree on together. Use daily habits to record walks, sleep, energy or anything else you want to discuss between check-ins.",[147,148],"guide-video",{"library-id":149,"title":150,"video-id":151},"757500","Setting up daily habits video guide","88c08742-83e8-485d-83a6-e1d57b98587f",[153,154,155,159],"details",{},[156,157,158],"summary",{},"Read video transcript",[143,160,161],{},"Open Intake, then Client forms. Choose New form and Daily habits. Name your form, then add a Habit question. Ask about a daily action, like taking a planned walk. Clients can answer Yes, No, or Not Required Today. Make it required, check the wording, and choose Save and close. Your form is ready to assign.",[163,164,166],"h2",{"id":165},"create","Create a daily habits form",[168,169,170,179,193,199],"ol",{},[171,172,173,174,178],"li",{},"Open ",[175,176,177],"strong",{},"Intake → Client forms",".",[171,180,181,182,185,186,189,190,178],{},"Select ",[175,183,184],{},"New form",", then choose ",[175,187,188],{},"Daily habits"," in ",[175,191,192],{},"Create form",[171,194,195,196,178],{},"Select the title and enter a name you will recognise, such as ",[175,197,198],{},"Daily foundations",[171,200,201,202,205],{},"Add a short ",[175,203,204],{},"Description"," to explain what you want clients to record.",[143,207,208,209,212],{},"Choosing the form type creates an empty form in your library. Use ",[175,210,211],{},"Save & close"," after adding your questions to store your changes.",[163,214,216],{"id":215},"template","Start with a template",[143,218,181,219,222,223,226,227,230,231,230,234,237,238,178],{},[175,220,221],{},"Import template",", then ",[175,224,225],{},"Daily habits baseline",". It includes ",[175,228,229],{},"Hit steps goal",", ",[175,232,233],{},"Sleep quality",[175,235,236],{},"Morning weight"," and ",[175,239,240],{},"Sleep duration",[143,242,243],{},"Edit the questions to suit your coaching. Delete anything you do not need. If your form already has questions, importing the template adds its questions after them.",[163,245,247],{"id":246},"questions","Add a habit question",[168,249,250,259,269,280],{},[171,251,181,252,255,256,178],{},[175,253,254],{},"Add a question"," and choose ",[175,257,258],{},"Habit",[171,260,261,262,265,266],{},"Enter a specific ",[175,263,264],{},"Question label",", such as ",[175,267,268],{},"Did you take your planned walk?",[171,270,271,272,275,276,279],{},"Choose ",[175,273,274],{},"Required"," if the client needs to answer it, or ",[175,277,278],{},"Optional"," if they can leave it blank.",[171,281,282,283,230,286,237,289,178],{},"Review the answer choices: ",[175,284,285],{},"Yes",[175,287,288],{},"No",[175,290,291],{},"Not Required Today",[143,293,294,295,297,298,178],{},"Use ",[175,296,291],{}," for an action that was not part of that day's plan. A client who needed to do the action but did not complete it should choose ",[175,299,288],{},[163,301,303],{"id":302},"question-types","Choose the right question type",[143,305,306],{},"Daily habits supports eight question types.",[143,308,309],{},[310,311],"img",{"alt":312,"height":313,"src":314,"width":315},"Daily habits question picker showing all eight available types.",720,"\u002Fguides\u002Fsetting-up-daily-habits\u002F03-question-types.png",1280,[317,318,319,335],"table",{},[320,321,322],"thead",{},[323,324,325,329,332],"tr",{},[326,327,328],"th",{},"Question type",[326,330,331],{},"Use it for",[326,333,334],{},"Example",[336,337,338,350,363,376,389,402,415,428],"tbody",{},[323,339,340,345,348],{},[341,342,343],"td",{},[175,344,258],{},[341,346,347],{},"An action with Yes, No or Not Required Today answers",[341,349,268],{},[323,351,352,357,360],{},[341,353,354],{},[175,355,356],{},"Number",[341,358,359],{},"A number you want to track",[341,361,362],{},"How many steps did you take?",[323,364,365,370,373],{},[341,366,367],{},[175,368,369],{},"Rating",[341,371,372],{},"A score",[341,374,375],{},"How was your energy today?",[323,377,378,383,386],{},[341,379,380],{},[175,381,382],{},"Time",[341,384,385],{},"A time or duration",[341,387,388],{},"How long did you sleep?",[323,390,391,396,399],{},[341,392,393],{},[175,394,395],{},"Short text input",[341,397,398],{},"A brief answer",[341,400,401],{},"What helped you stay on track?",[323,403,404,409,412],{},[341,405,406],{},[175,407,408],{},"Long text input",[341,410,411],{},"More detail or context",[341,413,414],{},"Tell me about anything that made today difficult.",[323,416,417,422,425],{},[341,418,419],{},[175,420,421],{},"Single choice",[341,423,424],{},"One answer from your list",[341,426,427],{},"Low, steady or high energy",[323,429,430,435,438],{},[341,431,432],{},[175,433,434],{},"Multiple choice",[341,436,437],{},"More than one answer from your list",[341,439,440],{},"Which meals did you prepare at home?",[143,442,443],{},"Include units in number questions, such as kilograms or minutes. For a rating, explain what a low or high score means so you and your client read it the same way.",[163,445,447],{"id":446},"options","Edit choices and arrange questions",[143,449,450,451,454,455,458],{},"For choice questions, enter the answers under ",[175,452,453],{},"Options",". Use ",[175,456,457],{},"Add option"," to add another answer, and replace the placeholder text before saving.",[143,460,461,462,237,465,468,469,472],{},"Select a question to edit its label or required setting. Use ",[175,463,464],{},"Move up",[175,466,467],{},"Move down"," to change the order, or drag its reorder handle. Use ",[175,470,471],{},"Delete field"," to remove a question you no longer need.",[143,474,475],{},"Keep related questions together. For example, ask about sleep duration and sleep quality before moving on to activity.",[163,477,479],{"id":478},"screens","Set how many questions clients see",[143,481,294,482,485],{},[175,483,484],{},"Questions per screen"," to choose between 1 and 10 questions on each daily habit screen. One question per screen keeps the task focused; a few short questions together can reduce the number of screens.",[143,487,488,489,492,493,237,496,454,499,501],{},"You may also see ",[175,490,491],{},"Layout"," choices for ",[175,494,495],{},"One page",[175,497,498],{},"Step by step",[175,500,484],{}," to control the daily habit logging screens. Accounts using the older mobile app do not show these layout settings.",[143,503,504],{},[310,505],{"alt":506,"height":313,"src":507,"width":315},"Questions per screen menu in the daily habits builder.","\u002Fguides\u002Fsetting-up-daily-habits\u002F05-questions-per-screen.png",[163,509,511],{"id":510},"preview","Review your form",[143,513,514,515,517],{},"Read through the questions in the builder. Check the wording, order, required settings and answer choices. Replace labels such as ",[175,516,356],{}," with the question you want to ask.",[143,519,520,521,523],{},"Read the form as your client would: can they tell what to record, which units to use and when to choose ",[175,522,291],{},"?",[143,525,526],{},[310,527],{"alt":528,"height":313,"src":529,"width":315},"Daily foundations form with a required walking question and three habit answers.","\u002Fguides\u002Fsetting-up-daily-habits\u002F04-review-form.png",[163,531,533],{"id":532},"save","Save and reopen the form",[143,535,181,536,538,539,542],{},[175,537,211],{},". After ",[175,540,541],{},"Form saved",", you return to the library. Reopen the form and check that your changes are there.",[143,544,545],{},"Daily habits forms do not need a separate publish step. Save the form before assigning it.",[163,547,549],{"id":548},"default","Choose a default form",[143,551,552,553,556],{},"Turn on ",[175,554,555],{},"Set this form as default"," if you want this to be your default daily habits form. Confirm the change if Kahunas asks you to replace another default.",[143,558,559,560,562,563,566],{},"This setting saves when you change it. It does not save your question edits or assign the form to existing clients. Use ",[175,561,211],{}," for question changes and ",[175,564,565],{},"Assign"," for assignments.",[143,568,569],{},"The first active daily habits form you create can become the default. Check the default badge before changing another form.",[163,571,573],{"id":572},"assign","Assign the form to clients",[168,575,576,581,584,587,597],{},[171,577,578,579,178],{},"Open the saved form and select ",[175,580,565],{},[171,582,583],{},"Search for and select the clients who need it.",[171,585,586],{},"Review the existing-assignment summary.",[171,588,271,589,592,593,596],{},[175,590,591],{},"Add"," or ",[175,594,595],{},"Replace",", where offered.",[171,598,181,599,602,603,606],{},[175,600,601],{},"Assign form",". Look for ",[175,604,605],{},"Form assigned"," before leaving.",[143,608,609,611,612,614],{},[175,610,591],{}," keeps the client's other daily habits forms. ",[175,613,595],{}," ends their existing daily habits assignments and assigns this form. Accounts using the older mobile app use replacement only.",[143,616,617,618,621,622,178],{},"You can also assign a form from the client's ",[175,619,620],{},"Plans & Forms"," tab. When inviting a new client, review the daily habits selection before sending the invitation. See ",[623,624,10],"a",{"href":11},[143,626,627],{},"Daily habits use a daily cadence. You do not need to set a check-in weekday for this form.",[163,629,631],{"id":630},"package","Assign to a package's current clients",[143,633,634],{},"Use this when the clients already belong to the package and you want them to use the same daily habits form.",[168,636,637,642,652,655],{},[171,638,578,639,178],{},[175,640,641],{},"Add to package",[171,643,644,645,648,649,178],{},"In ",[175,646,647],{},"Attach to package",", choose the ",[175,650,651],{},"Package",[171,653,654],{},"Review the client count and any existing assignments.",[171,656,181,657,659],{},[175,658,601],{}," and confirm the replacement warning if one appears.",[143,661,662],{},"This replaces daily habits forms for the package's current active clients within your access. It does not set the package's form for future clients.",[163,664,666],{"id":665},"package-default","Choose a form for future package clients",[168,668,669,675,681,687],{},[171,670,173,671,674],{},[175,672,673],{},"Revenue → Packages"," and edit the package.",[171,676,677,678,178],{},"Go to ",[175,679,680],{},"Attach coaching resources",[171,682,683,684,178],{},"Choose your form under ",[175,685,686],{},"Daily habit",[171,688,689],{},"Review and save the package through its remaining steps.",[143,691,692],{},[310,693],{"alt":694,"height":695,"src":696,"width":697},"Daily habit selection showing Daily foundations in the package editor.",46,"\u002Fguides\u002Fsetting-up-daily-habits\u002F06-package-default.png",263,[143,699,700,701,703],{},"Kahunas uses this package choice when setting up future clients. Saving the package does not change daily habits assignments for its current clients. Use ",[175,702,641],{}," in the form builder for those clients.",[143,705,706,707,710],{},"See ",[623,708,709],{"href":29},"Creating a coaching package"," for the full package setup.",[163,712,714],{"id":713},"review","Review daily logs",[168,716,717,722,731,740,750],{},[171,718,173,719,178],{},[175,720,721],{},"Inbox → Daily habits",[171,723,271,724,727,728,178],{},[175,725,726],{},"All forms"," or a specific ",[175,729,730],{},"Daily habits form",[171,732,294,733,592,736,739],{},[175,734,735],{},"Previous week",[175,737,738],{},"Next week"," to reach the week you want to review.",[171,741,742,743,237,746,749],{},"Search for a client or use ",[175,744,745],{},"Submitted this week",[175,747,748],{},"Nothing submitted"," to narrow the list.",[171,751,752,753,756],{},"Select a client row to open their ",[175,754,755],{},"Habits"," page.",[143,758,759,760,762],{},"A submitted day means the client logged their form. It does not mean they answered ",[175,761,285],{}," to each habit. Read their answers before deciding what to discuss.",[143,764,765],{},"The summary cards describe the selected form and week. Searching for one client or changing the submission filter narrows the list without changing those totals.",[143,767,768],{},[310,769],{"alt":770,"height":313,"src":771,"width":315},"Daily foundations log page before any clients have been assigned.","\u002Fguides\u002Fsetting-up-daily-habits\u002F07-empty-logs.png",[163,773,775],{"id":774},"client-progress","Read an individual client's week",[143,777,778,779,781,782,237,785,178],{},"On the client's ",[175,780,755],{}," page, review their answers across the week. The page shows habit completion, numeric averages, notes and summary figures such as ",[175,783,784],{},"Best streak",[175,786,787],{},"Missed days",[317,789,790,800],{},[320,791,792],{},[323,793,794,797],{},[326,795,796],{},"Day status",[326,798,799],{},"Meaning",[336,801,802,812,822,832],{},[323,803,804,809],{},[341,805,806],{},[175,807,808],{},"Logged",[341,810,811],{},"The client submitted a daily habits log. Read each answer for the result.",[323,813,814,819],{},[341,815,816],{},[175,817,818],{},"Missed",[341,820,821],{},"A due day passed without a log.",[323,823,824,829],{},[341,825,826],{},[175,827,828],{},"Not yet due",[341,830,831],{},"The day is not due for a log yet.",[323,833,834,839],{},[341,835,836],{},[175,837,838],{},"Before the form was assigned",[341,840,841],{},"The client did not have this form on that day.",[143,843,294,844,846],{},[175,845,735],{}," to look back at earlier logs. Open a long text answer to read the full response.",[143,848,849,850,852],{},"If you assign more than one daily habits form, the page may show a notice that other active forms are not included in this view. Use the form selector in ",[175,851,721],{}," when reviewing submission activity for a particular form.",[163,854,856],{"id":855},"reply","Reply about a recorded day",[143,858,859,860,863],{},"Select an answer in the client's habit grid to open the message panel. Check the day and logged answer, then write your ",[175,861,862],{},"Message"," or choose a quick reply and edit it.",[143,865,181,866,869,870,873,874,877],{},[175,867,868],{},"Send"," when the message is ready. The client receives it in their chat with context from that day's log. You can find it in ",[175,871,872],{},"Messages"," after ",[175,875,876],{},"Reply sent"," appears.",[143,879,880],{},"Use the client's chat for a general follow-up if there is no recorded submission to reply to.",[163,882,884],{"id":883},"correct-answer","Correct a recorded answer",[143,886,887,888,891],{},"If you need to fix an answer, select its cell and choose ",[175,889,890],{},"Edit value"," where available. Enter the correction. For a number or text answer, press Enter or leave the field to save; press Escape to cancel an unsaved edit. Choosing an answer from a list saves that choice.",[143,893,894,895,898],{},"Check the value after saving. If you see ",[175,896,897],{},"Could not save this cell",", correct any validation issue and try again.",[143,900,901],{},"Some older records are read-only. You can correct an editable submission, but this control does not create a log for a day the client missed.",[163,903,905],{"id":904},"remove-assignment","Stop a client's daily habits assignment",[143,907,908,909,911,912,915,916,919],{},"Open the client's ",[175,910,620],{}," tab, find the daily habits form and use its ",[175,913,914],{},"Remove"," action. Check the form name before selecting Remove. ",[175,917,918],{},"Assignment removed"," confirms the change.",[143,921,922],{},"This ends that client's assignment. The form stays in your library for other clients.",[163,924,926],{"id":925},"manage","Edit, duplicate or retire a form",[143,928,644,929,932],{},[175,930,931],{},"Intake → Client forms → Daily habits",", open the form's actions menu.",[934,935,936,942,948,954,960],"ul",{},[171,937,938,941],{},[175,939,940],{},"Edit form"," changes the existing form. Save your changes before leaving.",[171,943,944,947],{},[175,945,946],{},"Duplicate"," creates a separate copy. Rename it and check its questions before assigning it. The copy does not become the default.",[171,949,950,953],{},[175,951,952],{},"Archive"," removes an unused form from your active library while keeping its links to past records.",[171,955,956,959],{},[175,957,958],{},"Restore"," brings an archived form back to the active library.",[171,961,962,965],{},[175,963,964],{},"Delete"," removes the form permanently. Use Archive if you may need the form again.",[143,967,968],{},"You must remove or replace active assignments before archiving or deleting a form. If it is the default and you have another active daily habits form, choose a new default first.",[143,970,971],{},"When you remove a question from an active form, it can disappear from that form's current habit view even though Kahunas retains the stored answer history. Duplicate a form before making a separate version for a different coaching need.",[163,973,975],{"id":974},"troubleshooting","If something doesn't look right",[143,977,978,981,982,984],{},[175,979,980],{},"Save asks you to rename a field."," Select the new question, replace its generic ",[175,983,264],{}," and save again.",[143,986,987,990,991,993],{},[175,988,989],{},"You cannot find the form."," Check the ",[175,992,188],{}," tab and the library's status filter. A check-in form appears under a different form type.",[143,995,996,999,1000,1002],{},[175,997,998],{},"The client has no habits to record."," Check their ",[175,1001,620],{}," tab. Creating a form or marking it as the default does not assign it to that client.",[143,1004,1005,1008],{},[175,1006,1007],{},"There are no clients in the package assignment."," Check that the intended clients have an active assignment to the selected package and that your account can access them.",[143,1010,1011,1014],{},[175,1012,1013],{},"The log list looks empty."," Check the week, form selector, client search and submission filter. New assignments do not create past logs.",[143,1016,1017,1020],{},[175,1018,1019],{},"An archived form will not restore."," Kahunas blocks restoring an archived default when another active default exists for daily habits. Contact support if you need help restoring that form.",[143,1022,1023,1026,1027,1030],{},[175,1024,1025],{},"Daily habits will not load."," Select ",[175,1028,1029],{},"Retry",". If the problem continues, contact support with the page and action that failed.",{"title":1032,"searchDepth":1033,"depth":1033,"links":1034},"",2,[1035,1036,1037,1038,1039,1040,1041,1042,1043,1044,1045,1046,1047,1048,1049,1050,1051,1052,1053],{"id":165,"depth":1033,"text":166},{"id":215,"depth":1033,"text":216},{"id":246,"depth":1033,"text":247},{"id":302,"depth":1033,"text":303},{"id":446,"depth":1033,"text":447},{"id":478,"depth":1033,"text":479},{"id":510,"depth":1033,"text":511},{"id":532,"depth":1033,"text":533},{"id":548,"depth":1033,"text":549},{"id":572,"depth":1033,"text":573},{"id":630,"depth":1033,"text":631},{"id":665,"depth":1033,"text":666},{"id":713,"depth":1033,"text":714},{"id":774,"depth":1033,"text":775},{"id":855,"depth":1033,"text":856},{"id":883,"depth":1033,"text":884},{"id":904,"depth":1033,"text":905},{"id":925,"depth":1033,"text":926},{"id":974,"depth":1033,"text":975},"Build a daily habits form, choose how clients answer, assign it and review their progress.","md",null,{},true,{"title":82,"description":1054},"2ibTpme-fi_-8iDZodvI6XqlwHmzPW1s13ikLcl0JRU",[1062,1064],{"title":78,"path":79,"stem":80,"description":1063,"children":-1},"Review a client's submission, send useful feedback, and keep track of what still needs your attention.",{"title":91,"path":92,"stem":93,"description":1065,"children":-1},"Add events and reminders, set working hours, manage repeating appointments, and review client requests in your Kahunas calendar.",1792652753512]