Mentor Alliance Business Coach Kit – Onboarding

Mentor Alliance Business Coach Kit – Onboarding

The Onboarding module enables coaches to create, edit, and manage customized first-touch onboarding experiences that new clients encounter immediately after registering.

Client Onboarding Overview Dashboard

• Active Onboarding Banner: Displays the designated primary onboarding sequence, highlighting total stage count, skippability permissions, and direct actions (View Details or Edit Flow).

• New Onboarding Flow Button: Launches the builder to design a brand-new onboarding experience.

• All Onboarding Flows: Library displaying all saved onboarding sequences with status tags (Active, Skippable) and creation dates.

View Details Screen

• Flow Summary Header: Displays total stage count, navigation behavior (Flexible - Skip Allowed or Mandatory), and original creation date.

• Flow Stages & Steps Summary: Renders a read-only breakdown of each stage, including stage titles, descriptions, and individual step prompts configured for the client intake.

• Edit Flow Button: Direct shortcut to open the editor and update the current flow.

Edit & Create Onboarding Experience Flow Builder

• General Settings:

  • Experience Title: Set or modify the public title for the onboarding flow.

  • Description / Subtitle: Add guidance text explaining the purpose of the intake to new clients.

  • Allow Skip to Dashboard Toggle: Enables or disables a "Skip to dashboard" button, allowing clients to bypass onboarding and explore the platform right away.

  • Set as Active Onboarding Toggle: Designates the specific flow as the primary journey assigned to new client registrations.

Onboarding Stages:

• • Stage Title & Description: Configure distinct sequential stages to break intake steps into manageable parts.

  • Add Stage Button: Append additional sequential stages to the onboarding journey.

• Save / Create Controls: Confirm updates with Save Changes or publish a new experience with Create Onboarding.