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Keep Track of Client Progress with Goal Tracking

Support your clients’ progress and boost accountability inside your Passion App, with Goal Tracking

In This Article

Benefits of Goal Tracking

Goal Tracking makes your app interactive so clients can log activities and track progress. You decide which activities to track, and clients stay motivated with check-ins and accountability.

Tracking is a premium feature which you can include as part of your pricing plans.

  • Improve coaching – Tailor content to your audience based on progress data

  • Boost accountability – Create check-ins to keep clients on track

  • Personalize experiences – Customize activities to your market

  • Provide social proof – Highlight client success in your community

  • Track multiple metrics – Measure progress across different activities

Set up Goal Tracking

  1. Open your app (Passion.io App, Web App, or branded app) and switch to Admin View.
  2. Go to My App > Navigation.
  3. Select Tracking. Rename and change the icon if you'd like.
  4. Toggle on Goal Tracking to add the Tracking tab in your app.
  5. Add Goal Tracking to a Pricing Plan:

      • Go to Pricing Plans.

      • Select an existing plan (or create a new one).

      • Scroll down and check Tracking.

      • Select Save.

    The Tracking tab is now available to members subscribed to that plan.

    Set up Tracking Activities & Events

    1. Log in with your Passion.io account.

    2. Go to the Tracking tab and select the + icon (top right).

    3. Add details:

      • Title (e.g., Stress Management Daily Check-in)

      • Instructions (optional)

      • Limit Maximum Trackable Value (e.g., 1–10 scale; default 999 if off)

      • Visibility (decide if clients see others’ entries)

      • Icon (cannot be edited later)

    4. Select the checkmark (✔) to save.

    Events cannot currently be edited. Instead, re-create it and then delete the old version.

    Events are ordered by creation date (newest first). You cannot manually reorder.

    Manage Events

    • Review inputs, notes, and entries.

    • Delete an event permanently from its top-right menu (deletes all client data).

    • Deleting all events deactivates Goal Tracking. Keep at least one active.

    User Actions

    • Add notes (max 1,000 characters).

    • Upload progress photos (jpeg/png/jpg, max 5MB).