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

• 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

• 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

• 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.