Mentor Alliance Business Coach Kit – My Plans

Assign Plan Modal: Select a coaching client from the dropdown menu to assign a content plan.

Automatic Progress Tracking: Assigning a plan initializes all included journeys directly on the client’s dashboard with initial progress tracking enabled.

Plan Details: Define or update the mandatory Plan Name and Description.

Adding Content Items:

• Add Journey: Append journeys directly into the plan sequence.

• Add File Attachment: Attach supplementary documents or resources.

Journey Library Side Panel:

• Toggle between My Journeys and Templates tabs to find relevant content.

• Click + Add to Plan on any card to include it in the active plan.

• Click the Eye Icon on any journey card in the library or item row to launch a quick preview popup.

Journey Quick Preview Modal: Displays the journey’s full stage breakdown, stage descriptions, and total stage counts with an option to Open Full Preview.

Item Management: Reorder items in the plan using the up/down arrows or remove them using the trash icon.

Plan Creator Canvas: Set a Plan Name and Description on a fresh canvas.

Library & Attachment Options: Open the Journey Library sidebar to browse through My Journeys or Templates, preview journeys via the eye icon, and attach required documents before clicking Save Plan.