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Mentor Alliance Business Coach Kit – Billing Dashboard

Mentor Alliance Business Coach Kit – Billing Dashboard

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The Billing Dashboard allows coaches to monitor active client counts, track daily usage, review tier-calculated monthly charges, and view historical account activity.

Billing Metrics Summary

  • Active Clients: Shows current total active clients alongside the baseline allowance (2 included free).

  • Active Client Days: Tracks total accumulated active coaching days out of the current month's total days.

  • Subscription: Displays the base monthly account subscription fee.

  • Running Balance: Calculates total accrued charges for the current billing cycle so far.

  • Date Navigator: Allows coaches to toggle between current and previous billing months to inspect historical usage.

Price Breakdown & How Billing Works

  • Price Breakdown: Displays itemized active client calculations and additional fees for the billing cycle.

  • Client Activation & Tracking:

    • Activate Your Clients: Clients are toggled to active via the Clients table to begin coaching tracking.

    • Active Days Tracked: Every active period is recorded daily, with a 10-day minimum rule per activation.

    • Month-End Billing: On the 1st of each month, total active days are divided by total days in the month to compute active client equivalents under tiered pricing.

  • Pricing Tiers:

    • Included: First 2 clients free.

    • Clients 3–10: $10 / client.

    • Clients 11–25: $7 / client.

    • Clients 26+: $5 / client.

Billing History

  • Activity Log: Provides a detailed audit log of all client events, including activations, deactivations, date/time stamps, and associated monthly invoices.