Mentor Alliance Business Coach Kit – Assign Plan to Client

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.