Mentor Alliance Business Coach Kit – Clients Roster

Mentor Alliance Business Coach Kit – Clients Roster

The Clients Roster screen allows coaches to track, manage, and monitor all clients enrolled in their coaching program.

Summary Metrics

• Total Clients: Overview of all coaching clients in your database.

• Active Clients: Count of clients currently making active progress through assigned journeys.

• Inactive Clients: Count of clients with no recent logged progress or activity.

Directory Controls & Registration Alerts

• Activation Alert Banner: Highlighting new client registrations awaiting activation.

• Search Clients: Search field to locate specific clients by name or keyword.

• Filter Options: Dropdown filter to sort or filter records by display name or status.

Clients Table & Actions

Table Columns

• Client: Name of the client.

• Email: Primary contact email address.

• Phone: Contact telephone number.

• Status: Current account status badge (e.g., Pending Activation).

• Last Activity: Timestamp of the client's most recent interaction on the platform.

• Joined: Registration date.

Row Action Menu

• Activate Button: Direct button to activate pending client accounts.

• More Actions Menu (...):

  • Go to Workspace: Access the client's dedicated workspace directly.

  • View Details: Open full client profile and progress details.

  • Activate: Change client account status to active.

  • Remove Client: Remove or archive the client from your roster.