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Managing Mentees

The Mentees section is your hub for managing client relationships.

Adding Mentees​

By Invitation​

  1. Click Add Mentee
  2. Enter mentee's email
  3. Optionally assign activities
  4. Click Send Invitation

From Existing User​

Search by email or name to connect with existing users.

Mentee Profiles​

Click on any mentee to see:

  • Overview — Contact info, status, progress
  • Activities — Assigned activities and progress
  • Sessions — Upcoming and past sessions
  • Notes — Your observations

Organizing Mentees​

Groups​

Create groups for cohorts or programs:

  1. Go to Mentees > Groups
  2. Click New Group
  3. Add mentees

Tags​

Apply tags for filtering and organization.

Working with Mentees​

Assigning Activities​

  1. Open mentee profile
  2. Go to Activities tab
  3. Click Assign Activity
  4. Select activities

Reviewing Responses​

See mentee responses by selecting an activity in their profile.

Adding Notes​

Document observations with private or shared notes.

Next Steps​