Mentor Alliance Business Coach Kit – Assign Plan to Client

The Assign Plan to Client tool provides a guided step-by-step wizard to attach structured coaching plans and business journeys directly to a client's workspace.

Step 1: Select Client

Search Bar: Quickly search and filter through enrolled clients by name or email.
Client Selection List: Displays registered coaching clients alongside their account status badges (Active or Inactive).
Selection Action: Select the intended client to highlight them and proceed to plan selection.

Step 2: Select Plan

Search Plans: Search bar to locate specific coaching plans saved in your My Plans library.
Plan Library List: Displays custom coaching plans and blueprints created within the platform.
Navigation Controls:
- Back Button: Return to Step 1 to reselect or change the client.
- Plan Selection: Click on the desired plan card to advance to final review.

Step 3: Review & Confirm

Selected Client Summary: Displays chosen client details, email address, and active account status.
Selected Plan Summary: Displays the assigned plan title and description.
Assignment Operational Notice: Explains that all journeys included in the package will be assigned to the client, with progress tracked from the start and full preservation of client data if reverted later.
Final Controls:
- Back Button: Return to previous steps to make adjustments.
- Confirm Assignment Button: Finalize and activate the plan assignment for the client.