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Mentor Alliance Business Coach Kit – Settings

Mentor Alliance Business Coach Kit – Settings

The Settings module allows coaches to manage public branding info, profile details, security settings, platform display preferences, and automated notification lead times.

Coach Contact & Public Info

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  • White-Label Branding: Display public details shown to clients, including Display Name, Brand Name, Website URL, Office Location, Bio, and connected Social Media Links (LinkedIn, Pinterest).

  • Contact Details: Set primary and alternative contact channels, including Email Address, Alternative Email, Phone Number, and Alternative Phone.

  • Edit Controls: Use the Edit button to update public-facing coach information.

User Settings & Email Address

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  • Personal Profile: View and edit personal account details such as Display Name, Phone Number, Role / User Type (e.g., Founder), and Member Since date.

  • Email Address Management: Update account login email with confirmation verification sent to the new address.

Security & Platform Preferences

  • Change Password: Update security credentials by entering the Current Password along with the New Password confirmation (minimum 8 characters).

  • Display Language: Toggle interface language between English and Español.

  • Visual Theme: Switch the platform interface appearance between Light and Dark modes.

Notification Preferences

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  • Notification Email: Set an explicit email address to override default account notifications.

  • Email Subscriptions: Toggle options for Daily Digest Email (sent at midnight UTC), Marketing & Newsletters, and Feature Updates.

  • Upcoming Due Date Lead Times: Set specific advance notification days for upcoming deadlines, including:

    • Task Due Lead

    • Deal Close Lead

    • Invoice Due Lead

    • Project Task Lead

    • Milestone Lead

    • Project Deadline Lead

    • Stakeholder Tasks Lead

    • Stakeholder Problem Lead

  • Save Preferences: Confirm and apply all updated notification triggers.