Mentor Alliance Business Coach Kit – My Plans
Mentor Alliance Business Coach Kit – My Plans
The My Plans module allows coaches to create, edit, assign, and customize content plans for client onboarding by combining custom journeys, pre-built templates, and file attachments.
Assigning a Plan
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Assign Plan Modal: Select a coaching client from the dropdown menu to assign a content plan.
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Automatic Progress Tracking: Assigning a plan initializes all included journeys directly on the client’s dashboard with initial progress tracking enabled.
Editing & Building Content Plans
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Plan Details: Define or update the mandatory Plan Name and Description.
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Adding Content Items:
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Add Journey: Append journeys directly into the plan sequence.
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Add File Attachment: Attach supplementary documents or resources.
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Journey Library Side Panel:
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Toggle between My Journeys and Templates tabs to find relevant content.
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Click + Add to Plan on any card to include it in the active plan.
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Click the Eye Icon on any journey card in the library or item row to launch a quick preview popup.
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Journey Quick Preview Modal: Displays the journey’s full stage breakdown, stage descriptions, and total stage counts with an option to Open Full Preview.
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Item Management: Reorder items in the plan using the up/down arrows or remove them using the trash icon.
Creating a New Plan
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Plan Creator Canvas: Set a Plan Name and Description on a fresh canvas.
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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.