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Settings Overview Sub-section The Settings section manages user profile details, workspace management, security credentials, subscription billing, and module preferences through a dedicated secondary sidebar navigation menu. Settings Menu Navigation Profil...

Feedback, Help & Support Navigation Sub-section Sidebar Support & Resources Navigation The lower section of the primary navigation sidebar groups administrative configuration, direct user feedback channels, user guides, and customer support resources. Navigat...

Business Coach Dashboard Overview The Business Coach Dashboard gives mentors a high-level view to track client portfolios, monitor project statuses, and jump into core strategic planning tools from a single workspace. Visualization Switching Change Visualiz...

Admin Hub & Provisioning (Internal Platform Administration) The Admin Hub is a dedicated administrative application suite used by the internal platform team to manage the affiliate program, configure white-label parameters, and provision business mentors onto ...

Strategy Simple Notes Sub-Section The Strategy Simple Notes sub-section provides a directory and workspace for creating, organizing, and managing dedicated note boards to capture strategic ideas and documentation. Create New Notes Board Open Modal: Click t...

Mentor Alliance Business Coach Kit – Platform Overview The Mentor Alliance Business Coach Kit gives business coaches a fully branded platform to run, structure, and manage their coaching operations. Coaches operate under their own name and visual identity, ke...

Mentor Alliance Business Coach Kit – Dashboard The Mentor Alliance Business Coach Dashboard serves as the central operational hub for coaches to monitor client onboarding, manage custom plans, track white-label domain performance, and access administrative se...

Mentor Alliance Business Coach Kit – Clients Roster The Clients Roster screen allows coaches to track, manage, and monitor all clients enrolled in their coaching program. Summary Metrics Total Clients: Overview of all coaching clients in your database. Ac...

Mentor Alliance Business Coach Kit – Assign Plan to Client The Assign Plan to Client tool provides a guided step-by-step wizard to attach structured coaching plans and business journeys directly to a client's workspace. Step 1: Select Client Search Bar: Qui...

Mentor Alliance Business Coach Kit – Client Activity The Client Activity screen allows coaches to monitor client onboarding, track CRM leads, and keep tabs on active program progress across assigned coaching plans. Activity Category Tabs Active Customers:...

Mentor Alliance Business Coach Kit – Invite Client & Manage Templates The Invite Client module allows coaches to dispatch custom, branded email invitations to prospective clients, track invitation statuses, and manage reusable email templates. Client Invitati...

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 Ac...

Mentor Alliance Business Coach Kit – Journeys The Journeys module allows coaches to create, manage, preview, and structure custom client journey paths and leverage pre-built templates to build structured coaching content plans. Custom Journeys Dashboard & Pre...

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 Assign P...

Mentor Alliance Business Coach Kit – Billing Dashboard The Billing Dashboard allows coaches to monitor active client counts, track daily usage, review tier-calculated monthly charges, and view historical account activity. Billing Metrics Summary Active Clie...

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...

Mentor Alliance Business Coach Kit – Messages & Notifications The Messages and Notifications features provide real-time direct communication tools and alert management directly within the platform header and navigation layout. Messages Center Client Conv...

Mentor Alliance Business Coach Kit – Client Portal: Dashboard & Assignments The Dashboard (Assignments) view serves as the main hub when a client logs into the Client Portal, providing an overview of assigned coaching programs, completion rates, and account n...