Everfit

Long Nguyen

Jon Wang

Increase client accountability with task and habit tracking. Provide holistic coaching and integrate mindfulness and healthy lifestyle changes for long-lasting results.

Tasks & Habits

Overview: Task Library

How to Improve accountability and share content with your clients

Assign tasks to track Progress photo and body metrics

How to Improve accountability and share content with your clients with General Tasks. Your clients can even leave a comment for you!

Assign Tasks: Send pdfs, check-in forms, videos, Zoom workouts & Livestream links, and track habits

Save time creating repetitive tasks from scratch

Save a Task to reuse in your Task Library

How to send a push notification to remind clients to complete a task at a specific time

Set a Custom Reminder for Tasks

How to Set Up Repeated Tasks

How to track mood, sleep, or energy levels for my clients

How to set up Mood Tracking?

Add the Comment capability to a Task to gather journal responses or answer questions from clients

How to use Task Comments

Tasks

Introducing Habit Coaching

Create a daily or weekly habit and assign it to your client

How to create a daily or weekly habit

How to use Tasks to set up habit coaching for your clients

Provide Habit Coaching with Tasks

Habits

Coaches and clients can comment on a form’s individual response

Comment on a Form’s individual response

Require the client’s signature before submitting a form

Add Signature for Forms

Send different types of forms to clients through tasks.

Assign a form to your client via tasks

Create different types of forms and questionnaires to engage with customers on a deeper level, and boost their training journey.

How to Create Forms & Questionnaires

Export your clients’ form responses as PDF files hassle-free.

Export Form Responses as PDF

Share forms via a resource collection so your clients can access them anytime they want. They also can submit a form multiple times.

How to add forms to a resource collection

Forms & Questionnaires

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Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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