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Mentor Alliance Business Coach Kit – Client Portal

Mentor Alliance Business Coach Kit – Client Portal: Dashboard & Assignments

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The Dashboard (Assignments) view serves as the main hub when a client logs into the Client Portal, providing an overview of assigned coaching programs, completion rates, and account navigation.

Client Portal Navigation

  • Assignments: Main dashboard showing assigned programs, overall completion, and active tasks.

  • Messages: Chat hub for direct communication with the assigned business coach.

  • My Coach: Dedicated page displaying the coach's contact info, bio, and profile.

Dashboard Features & Program Tracking

  • Layout View: Toggle between Table and Grid views to customize how programs are displayed.

  • Program Search: Search bar to locate specific assigned coaching programs.

  • Program Details:

    • Program Name: Shows the title of assigned plans (e.g., Testing) and total journey count (e.g., 1 Journeys).

    • Assigned Date: Displays the exact date the coach assigned the program.

    • Overall Completion: Progress bar rendering total completed percentage.

    • Status Badge: Tracks finished milestones (e.g., 0 / 1 Completed).

Client Portal: Messages

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The Messages screen in the Client Portal provides a direct chat interface for clients to communicate with their assigned business coach.

Client Messages Workspace

  • Header & Purpose: Clearly titled Messages with the subtext "Communicate directly with your coach".

  • Coach Profile Info: Displays the assigned coach's name (e.g., Bernadette.F) and coaching practice title (e.g., Bernadette Coaching) along with their profile avatar.

  • Conversation Pane: Main chat window showing conversation history or a starting placeholder ("No messages yet. Send a message to start the conversation!").

  • Message Controls: Includes a text input box ("Type your message...") and a Send button to post direct updates, questions, or feedback.

Client Portal: Notifications

The Notifications panel in the Client Portal gives clients real-time updates regarding new package assignments, coaching plan updates, and operational activity.

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Notifications Panel

  • Header Controls:

    • Notification Bell Icon: Features a counter badge indicating total unread alerts.

    • Mark All Read: Allows clients to clear all unread alert indicators with a single click.

  • Alert Feed:

    • Category Badges: Categorizes alerts with operational tags.

    • Alert Details: Displays system notifications, such as new coaching package assignments from the coach.

    • Time Stamps: Shows elapsed time since each alert was issued.

  • Navigation: Includes a View all notifications option to access the complete notifications page.

Client Portal: My Coach

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The My Coach screen provides clients with a clear overview of their assigned coach's public profile, business branding, and direct communication channels.

Coach Profile Header

  • Coach & Organization: Shows the coach's full name and company branding alongside their profile avatar.

  • Send Message: Prominent button allowing clients to initiate a direct message thread immediately.

About Your Coach

  • Coach Bio: Displays a concise summary of the coach's background and core coaching approach.

Contact Information

  • Email Details: Lists primary and alternative email addresses, complete with single-click copy buttons.

  • Phone Contact: Displays primary and alternative contact numbers, paired with copy buttons.

  • Website: Provides a direct external link to the coach's site with quick-copy functionality.

  • Office Location: Displays the physical business or mailing address.

Social Profiles

  • External Links: Buttons offering direct access to the coach's external social media profiles.

Client Portal: Account Settings

The Account Settings view allows clients to manage personal profile details, update security credentials, configure notification triggers, and customize portal display preferences.

User Settings

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  • Contact Information: Update personal details, including display name, phone number, and email address. Updating the email address sends a confirmation link to the new address.

  • Social Profiles: Add, edit, or remove social media profile links.

  • Save Changes: Apply updated account details using the Save User Settings button.

Reset Password

  • Credential Management: Update account security credentials by entering the current password alongside a new password.

  • Password Confirmation: Re-enter the new password to confirm accuracy.

  • Update Security: Apply changes via the Update Password button.

Notification Preferences

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  • Custom Notification Email: Set a specific email address to override default account notification routing.

  • Email Preferences: Toggle options for daily digest emails, marketing updates, and feature announcements.

  • Due Date Lead Times: Specify lead days for automated task, project, invoice, and milestone reminder alerts.

  • Save Preferences: Confirm updated notification settings with the Save Preferences button.

Theme & Language Preferences

  • Appearance Theme: Switch between light and dark visual modes.

  • Display Language: Select preferred application interface language.

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