# Mentor Alliance Business Coach Kit – Client Portal

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

**[![Screenshot 2026-09-30 142243.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-30-142243.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-30-142243.png)**

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**

**[![Screenshot 2026-09-30 142931.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-30-142931.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-30-142931.png)**

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

#### **Client Messages Workspace**

<div _ngcontent-ng-c103652482="" class="container" id="bkmrk-header-%26-purpose%3A-cl"><div _ngcontent-ng-c452120087="" aria-busy="false" aria-live="polite" class="markdown markdown-main-panel md-content enable-luminous-fast-follows enable-updated-hr-color tutor-markdown-rendering" dir="ltr" inline-copy-host="">- **Header &amp; 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.

</div></div>### **Client Portal: Notifications**

<sup class="superscript"></sup>

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

[![Screenshot 2026-09-30 144223.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-30-144223.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-30-144223.png)

#### **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**

**[![Screenshot 2026-09-30 143242.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-30-143242.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-30-143242.png)**

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**

<div _ngcontent-ng-c103652482="" class="container" id="bkmrk-coach-%26-organization"><div _ngcontent-ng-c452120087="" aria-busy="false" aria-live="polite" class="markdown markdown-main-panel md-content enable-luminous-fast-follows enable-updated-hr-color tutor-markdown-rendering" dir="ltr" inline-copy-host="">- **Coach &amp; 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.

</div></div>#### **About Your Coach**

<div _ngcontent-ng-c103652482="" class="container" id="bkmrk-coach-bio%3A-displays-"><div _ngcontent-ng-c452120087="" aria-busy="false" aria-live="polite" class="markdown markdown-main-panel md-content enable-luminous-fast-follows enable-updated-hr-color tutor-markdown-rendering" dir="ltr" inline-copy-host="">- **Coach Bio**: Displays a concise summary of the coach's background and core coaching approach.

</div></div>#### **Contact Information**

<div _ngcontent-ng-c103652482="" class="container" id="bkmrk-email-details%3A-lists"><div _ngcontent-ng-c452120087="" aria-busy="false" aria-live="polite" class="markdown markdown-main-panel md-content enable-luminous-fast-follows enable-updated-hr-color tutor-markdown-rendering" dir="ltr" inline-copy-host="">- **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.

</div></div>#### **Social Profiles**

<div _ngcontent-ng-c103652482="" class="container" id="bkmrk-external-links%3A-butt"><div _ngcontent-ng-c452120087="" aria-busy="false" aria-live="polite" class="markdown markdown-main-panel md-content enable-luminous-fast-follows enable-updated-hr-color tutor-markdown-rendering" dir="ltr" inline-copy-host="">- **External Links**: Buttons offering direct access to the coach's external social media profiles.

</div></div>### **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**

**[![Screenshot 2026-09-30 143551.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-30-143551.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-30-143551.png)**

- **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**

**[![Screenshot 2026-09-30 143908.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-30-143908.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-30-143908.png)**

- **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 &amp; Language Preferences**

- **Appearance Theme**: Switch between light and dark visual modes.
- **Display Language**: Select preferred application interface language.

<div _ngcontent-ng-c103652482="" class="container" id="bkmrk--7"><div _ngcontent-ng-c452120087="" aria-busy="false" aria-live="polite" class="markdown markdown-main-panel md-content enable-luminous-fast-follows enable-updated-hr-color tutor-markdown-rendering" dir="ltr" id="bkmrk--8" inline-copy-host=""></div></div><div _ngcontent-ng-c103652482="" class="container" id="bkmrk--9"><div _ngcontent-ng-c452120087="" aria-busy="false" aria-live="polite" class="markdown markdown-main-panel md-content enable-luminous-fast-follows enable-updated-hr-color tutor-markdown-rendering" dir="ltr" id="bkmrk--10" inline-copy-host=""></div></div>