Features

Everything a brand admin needs to run mentoring at scale.

One platform. Every tool you need to build programs, manage people, send communications, track progress, and keep your brand front and center.

ParticipantsProgramsMatchingPackagesContentEmailEventsReportsSettingsPortal

01Participant Management

Every mentor and mentee, fully in hand.

Invite, profile, monitor, and support all participants from one place — individually or at cohort scale.

Mentor Management

Invite mentors individually or via bulk import
Build rich mentor profiles: bio, expertise tags, certifications, social links
View mentor activity feed, match history, and session counts
Track mentor performance ratings and feedback scores
Reset passwords and manage account access
Impersonate a mentor account for support

Mentee Management

Invite mentees individually or via bulk import
Build mentee profiles: goals, skills, interests, background
Track mentee progress, enrollments, and activity
View goal completion and session engagement
Reset passwords and manage account access
Impersonate a mentee account for support

Bulk Operations

Bulk invite participants via CSV
Bulk enroll participants into programs
Bulk assign goals across a cohort
Bulk add internal notes to participant groups
Purge inactive or duplicate participants

02Program Management

Build programs that run themselves.

Configure every detail of your mentoring program — from capacity and matching rules to lifecycle stages and templates.

Create and configure multiple mentoring programs per brand

Set enrollment capacity limits for mentors and mentees

Define program duration, lifecycle stages, and auto-end rules

Allow relationship extension requests

Configure matching criteria and algorithm weights

Assign program administrators

Schedule match confirmation windows

Track enrollment counts and program health

Archive or duplicate programs as templates

03Matching & Relationships

Suggest the right pairs. You confirm.

The matching engine surfaces the best pairings — then hands you full control to review, adjust, and commit.

Create & Override

View all mentor-mentee pairings across programs
Manually create or override matches

Validate

Validate batch matches before committing
Check individual pair compatibility scores

Manage

Confirm, extend, or end relationships
Archive expired relationships

Feedback

Collect end-of-relationship feedback from both parties
View match feedback summaries

04Packages

Package your offering, your way.

Group content, questionnaires, and branding into distinct service packages your organization can activate and assign.

Create service packages with name, description, and branding

Upload package logos and slider/carousel images

Configure package navigation menu items

Associate content pages with packages

Assign questionnaires to packages

Activate or deactivate packages

05Content Management

Publish content. Capture data. All in one place.

Rich articles, custom intake forms, and assessments — managed together and linked to the programs and packages they serve.

Pages & Articles

Create rich-text content pages with images and embedded videos
Set featured images and publisher/author details
Add SEO metadata: title, description, keywords
Categorize and tag content by topic
Control publish/draft status
Associate content with specific packages
Configure comment visibility

Registration Forms

Design custom intake forms with drag-and-drop fields
Field types: text, dropdown, radio, checkbox, date
Organize fields into sections
Set field visibility per role (mentor-only or mentee-only)
View and export form submissions

Questionnaires & Assessments

Build assessments with multiple question types: text, MCQ, checkbox, rating, date
Organize questions into labelled sections
Tag questions with matching labels used by the algorithm
Set question display rules per role
View all submitted responses
Export response data

06Email & Communications

The right message to the right people at the right time.

Transactional templates, broadcast campaigns, and trigger-based automations — all under your brand.

Email Templates

Create and edit branded transactional email templates
Configure sender name and reply-to address
Use dynamic variables (first name, program name, etc.)
Manage system event templates: request sent, match accepted, relationship ended
Preview template rendering before going live

Broadcast Campaigns

Design and send bulk email campaigns to participants
Select recipients from contact lists or manually
Add CC/BCC addresses and attach files
Send a test email before release
Schedule campaigns for future delivery
Archive completed campaigns

Automated Notifications

Create trigger-based automated emails
Triggers include: first login, relationship start/end, match confirmation, inactivity
Configure frequency: one-time, daily, or recurring
Link notifications to email templates
Enable or disable individual notification rules

07Contact Lists

Targeted audiences, built with filters.

Build recipient groups using any combination of role, program, enrollment status, or activity — then use them across broadcasts.

Build targeted recipient groups using filter rules
Filter by role, program, enrollment status, activity, and more
Preview the list of matched participants before use
Use contact lists as audiences for broadcast campaigns
Archive unused lists

08Schedule & Events

Events your community can show up for.

Create workshops, lectures, meetups, and conferences — with recurring patterns, reminders, and visibility controls.

Create and manage brand events: workshops, lectures, meetups, conferences
Set event date, time, location, and meeting link (Zoom, Meet, Teams)
Configure recurring event patterns: daily, weekly, monthly
Set reminders and alert windows for attendees
Control event visibility by role or program
View events in a calendar layout

09Reports & Analytics

Proof that your program is working.

Build reports on any data point, run them on a schedule, and export results to share with leadership.

Build custom data reports with configurable filters and fields

Run reports on demand or on a recurring schedule

View generated report results in-platform

Download reports as CSV

Track scheduled report execution history

Control report access per admin

10User & Admin Management

Right people, right access.

Invite admins, set their module-level permissions, and keep access tight as your team changes.

Invite brand admins with defined access levels
Configure module-level permissions per admin
Edit admin details and reset passwords
Remove or deactivate admin accounts

11Brand Settings & Configuration

Your program. Your brand. Your rules.

Set your logo, colors, theme, domain, and profile fields. Configure which features are on and how the login page looks.

Branding & Theme

Upload brand logo and set primary brand color
Choose theme style: Classic, Bold, Minimal, or Professional
Enable or disable dark mode
Customize per-page headers and styling

Platform Settings

Configure login and registration page appearance
Define dynamic profile fields for mentor and mentee profiles
Set custom domain for the participant portal
Configure module access: enable or disable specific features per brand

Billing

View current subscription plan and usage
Manage billing details

Participant Portal

What your people experience inside the portal.

Everything participants see carries your brand. Their journey — from enrollment to active relationship — is clean, guided, and entirely yours.

Program discovery and self-enrollment

Mentor browsing with match score badges

Send, cancel, and resend mentorship requests

Accept or decline incoming requests

View active and past relationships

Access brand content and articles

Complete registration forms and questionnaires

View personal schedule and events

Role-based navigation (mentor vs. mentee views)

Program-gated access with clear enrollment prompts

Ready to put all of this to work?

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