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.