Mentor Alliance Business Coach Kit – Client Portal

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