# Mentor Alliance Business Coach Kit – Assign Plan to Client

## **Mentor Alliance Business Coach Kit – Assign Plan to Client**

[![Screenshot 2026-09-25 140519.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-25-140519.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-25-140519.png)

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**

**[![Screenshot 2026-09-25 140601.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-25-140601.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-25-140601.png)**

- **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**

**[![Screenshot 2026-09-25 140632.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-25-140632.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-25-140632.png)**

- **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.