Pro Tip: Lifestyle Types-Customize Your Lifestyle Tracking for More Meaningful Client Data
One of the most powerful aspects of premium coaching is personalization. Every client has unique needs, goals, and lifestyle factors that influence their success. With the enhanced Lifestyle Rx feature, you now have unprecedented flexibility to create custom lifestyle types that collect exactly the data you need.
What It Is:
The updated Lifestyle Rx system allows you to create custom lifestyle categories with various tracking options that go far beyond simple yes/no completion. You can now specify exactly how you want clients to track each habit, from quality scores to specific measurements.
How to Use It:
Step 1: Navigate to the Index Section
Go to the Index tab in your CoachRx dashboard
Select "Lifestyle Rx" from the menu options
Click "Add Lifestyle Rx" to create a new custom type
Step 2: Categorize Your Custom Type
Select which category your new lifestyle type belongs to (Sleep, Energy, Hydration, etc.)
Provide a clear description for the type
Add specific instructions for your clients
Step 3: Choose Your Tracking Method
This is where the magic happens! Select from five different tracking options:
Scale (1-5): Perfect for subjective quality ratings (sleep quality, energy levels, stress)
Count: Ideal for tracking specific quantities (ounces of water, grams of protein, servings of vegetables)
Time/Duration: Great for tracking how long clients spend on certain activities
Yes/No: Simple completion tracking for straightforward habits
Specific Time: Track when clients complete certain activities
Step 4: Set Specific Parameters
For count-based tracking, specify the unit of measurement (ounces, grams, servings, etc.)
Set target values for clients to aim for
Configure automatic reminders to prompt client entries
Step 5: Preview the Client Experience
Use the new "Client Preview" feature to see exactly what your client will see in their mobile app
Ensure the tracking method makes sense from the client's perspective
Why It Matters:
This enhanced customization transforms how you gather and use client data:
More Meaningful Data: Move beyond binary yes/no tracking to capture the nuance of client behaviors
Better Client Understanding: Collect data that shows not just compliance but quality and quantity
Personalized Coaching: Create tracking methods tailored to each client's specific needs and goals
Improved Accountability: Set specific targets that clients can measure against
Enhanced Communication: Use precise data points to drive more meaningful consultation discussions
Remember, the OPEX "Life-Fuel-Person" framework is all about personalization. With these new custom lifestyle types, you can create truly individualized tracking systems that reflect the unique needs of each client. This level of personalization is what separates premium coaching from generic programs..
Need help setting up your consultation system?
Book a 1:1 call with our team and we'll help you create a process that converts and retains clients.
Want to dive deeper?
Watch this week's 10 Minute Tips video for a detailed walkthrough of these features in action.
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