The funded indicators stay in view; the journal shows what happened.
No goals yet. The funder’s goals go here, word for word, with their indicators of success.
Approved funding
No funding lines yet.
An allocation is what is approved, not proof that money arrived. Record each deposit and payment with its real date.
Month
Allocated
Received
No benefits recorded yet.
Date
Funding month
Category
Amount
Reference
Edit
Nothing recorded here yet.
No updates yet.
Who is involved, what they do, and what needs coordinating. Outside providers are records here; they get no access.
Current
No one added yet.
Past
Funding and progress documents
No documents yet. Add a link to each one (Google Drive or the website).
Reporting centre
Monthly financial records, quarterly progress, and a yearly goal review with the funder.
No reports yet.
Support coordination workspace
The owner and the client’s Assistant switch the workspace on for the clients who need it. Assistants and the family see what their part allows. Outside organizations are records here; they get no access.
Seven steps, in the order the work happens. You and Caleb can add and change everything except the CLBC funding and payments; only Caleb deletes.
01What it is for
Some clients have help from outside Private Mentorship: CLBC funding, a WorkBC program, a behaviour consultant, government benefits. The workspace keeps all of it in one place for that client: the goals the funder pays for, the people and offices involved, the funding, what you did toward each goal, the documents and the reports.
02Switch it on for a client who needs it
In More, open Support workspaces and turn the switch on beside your client. Only switch it on for a client with outside funding or supports. Once it is on, the family can read it (the money only if they have permission to see finances), and Caleb can see who switched it on. Outside workers never get a login; they are records only.
03Set it up once
Open the workspace. The set-up guide on the Overview lists the seven parts and which are started. Add the funder’s goals word for word, the people and organizations around the client, their benefits and the documents (as links). Caleb records the CLBC funding and the payments. Every record has a small pencil to change it later.
04After a session, add a journal update
Journal, then Add update: the date, a short title, what happened and how it moved the client toward a goal, and pick that goal. Keep it to facts you saw. These updates are what the reports are written from, so a few lines each time is worth more than a long note once a month.
05Government offices count too
A visit or call to Service Canada, the Ministry, CRA or another office goes in the journal as well: fill in the office and how it happened (in person, phone, online, email or mail). They gather under “Government and services” so everyone can see what was done and when.
06Reports are drafted for you
In Reports, open the period and choose Draft from journal: the report is assembled goal by goal from your updates. Read it, fix anything that is not right, and mark it ready. Caleb sends it to the funder.
07When someone moves on
Open the person and set “Still involved?” to Past, with the month they finished. They move under Past with their dates, so the history stays without crowding today’s team.
Never write here
Passwords, SIN or other ID numbers, bank details. Write as if the family and the client will read it, in English or Chinese, because they can.
Preview asOwnerAssistantFamilyClientFamiliesSupport workspacesFor clients with outside funding and supports, like CLBC and WorkBC: their goals, people, funding, journal, documents and reports in one place. Switch it on for the clients who need it.Current familiesThe switch decides whether the family can see the workspace. You and the Assistant always can; the Assistant can switch it on too.Switch it on for a client with outside funding or supports. The family can see it once it’s on; you and Caleb always can.No current familiesA family shows here while it is current: on a plan, or with a session within a month.The workspaces didn’t loadCheck your connection, then try again.Try againWorkspaceOn · the family can see itOffOpenOpen {name}’s workspaceSupport workspace for {name}On since {day}On since {day} · by youOn since {day} · by CalebOn since {day} · by the AssistantOn a planBetween plansNo planNew to Support workspaces?For a client with outside funding or supports (CLBC, WorkBC, benefits): switch it on here, set it up once, then add a journal update after your sessions.Switch on {name}’s workspace?The family can read it once it’s on, and the money only with the family’s finance permission.Switch off {name}’s workspace?The family will no longer see it. Nothing in it is deleted, and you and the Assistant still can.Switch it onSwitch it offNot nowSwitching on…Switching off…{name}’s workspace is on{name}’s workspace is offCheck againThe answer didn’t arrive. Read again to see whether it changed.It had already changed. This is how it is now.It wasn’t changed: {why}This isn’t yours to change. The owner can.How it worksSupport workspaceHow it worksSeven steps, in the order the work happens. You and Caleb can add and change everything except the CLBC funding and payments; only Caleb deletes.What it is forSome clients have help from outside Private Mentorship: CLBC funding, a WorkBC program, a behaviour consultant, government benefits. The workspace keeps all of it in one place for that client: the goals the funder pays for, the people and offices involved, the funding, what you did toward each goal, the documents and the reports.Switch it on for a client who needs itIn More, open Support workspaces and turn the switch on beside your client. Only switch it on for a client with outside funding or supports. Once it is on, the family can read it (the money only if they have permission to see finances), and Caleb can see who switched it on. Outside workers never get a login; they are records only.Set it up onceOpen the workspace. The set-up guide on the Overview lists the seven parts and which are started. Add the funder’s goals word for word, the people and organizations around the client, their benefits and the documents (as links). Caleb records the CLBC funding and the payments. Every record has a small pencil to change it later.After a session, add a journal updateJournal, then Add update: the date, a short title, what happened and how it moved the client toward a goal, and pick that goal. Keep it to facts you saw. These updates are what the reports are written from, so a few lines each time is worth more than a long note once a month.Government offices count tooA visit or call to Service Canada, the Ministry, CRA or another office goes in the journal as well: fill in the office and how it happened (in person, phone, online, email or mail). They gather under “Government and services” so everyone can see what was done and when.Reports are drafted for youIn Reports, open the period and choose Draft from journal: the report is assembled goal by goal from your updates. Read it, fix anything that is not right, and mark it ready. Caleb sends it to the funder.When someone moves onOpen the person and set “Still involved?” to Past, with the month they finished. They move under Past with their dates, so the history stays without crowding today’s team.Never write herePasswords, SIN or other ID numbers, bank details. Write as if the family and the client will read it, in English or Chinese, because they can.Got itCloseSupport workspaceSupport workspaceSupport around {name}: goals, people, funding and progress in one place.this clientParts of the workspaceThe workspace didn’t loadCheck your connection, then try again.Not one of your clientsA workspace opens for the client’s current Assistant and the owner.The workspace is switched off for {name}. The family can’t see it until it is switched on.Switch it onOverviewGoalsFundingJournalPeopleDocumentsReportsAccessSet-up guideSet up {name}’s workspace{done} of 7 parts started. Fill them in any order.FundingThe contract’s categories and monthly amounts (the owner)GoalsEach funded goal with its indicator of successPeople and organizationsFunders, workers, programs, employers and officesBenefitsGovernment benefits and how each was securedDocumentsLinks to the contract, plans and reportsJournalDated updates, and every visit or call with an officeReportsThe reporting periods the funder expects{n} inAddThe goals we’re working towardAll goalsRecent updatesOpen journalPeople around {name}EveryoneBenefits securedFundingNo goals yet.Nothing written yet.No one added yet.The funded indicators stay in view; the journal shows what happened.Add goalGoal {n}Goal {n} · {funder}Indicator of successNext step1 update{n} updatesLatest {day} · {title}None written yetNo goals yet. The funder’s goals go here, word for word, with their indicators of success.Add updateStrong progressAdvancingAdaptedFoundationFunding viewsFunding scheduleBenefitsFunds receivedProvider paymentsExpenses and receiptsApproved funding{month} a month · {year} a yearAn allocation is what is approved, not proof that money arrived. Record each deposit and payment with its real date.Add funding lineRecord transactionAdd benefitMonthAllocatedReceivedNo funding lines yet.{amount} a monthongoingDateFunding monthCategoryAmountReferenceNothing recorded here yet.The government benefits {name} receives, and the help that secured each one, kept apart from the funding above.No benefits recorded yet.Since {month}a montha yearonceReceivingApprovedAppliedPlannedTo confirmEndedShow updatesAll updatesGoal {n}Government and servicesAdd update1 update{n} updatesNo updates yet.No updates here yet.In personPhoneEmailOnlineMailWho is involved, what they do, and what needs coordinating. Outside providers are records here; they get no access.Add personCurrentPastUntil {month}No one added yet.Funding and progress documentsAdd documentOpenNo linkGoogle DocGoogle SheetFile · PDFLinkNo documents yet. Add a link to each one (Google Drive or the website).Reporting centreMonthly financial records, quarterly progress, and a yearly goal review with the funder.New reportDraft from journalNo reports yet.{title} · draft{range} · assembled from the support journal, goal by goalNot linked to a goalNo updates in this period.Monthly financialQuarterly progressSemi-annual progressAnnual reviewDraftReadySentSupport coordination workspaceThe owner and the client’s Assistant switch the workspace on for the clients who need it. Assistants and the family see what their part allows. Outside organizations are records here; they get no access.Support workspaceWho sees whatThe database enforces this.AreaOwnerAssistantFamilyClientGoals and overviewFunding and paymentsBenefitsSupport journalPeople and documentsReportsDeleting anythingSwitching it onManageReadAdd and editAdd updatesRead, with finance permissionSimple viewSwitchNoEditEdit {title}SaveSave changesSaving…DeleteDeleting…Add a goalEdit goalAs the funder wrote it, with its indicator of success.Goale.g. Make a meal independentlyIndicator of successHow it’s goingStatus in your wordse.g. Back at the gymWhere it standsNext stepFunderAdd a support updateEdit updateWhat you worked on, what was independent and what support was needed, or a visit, call or task with an office.DateTitleWhat did you work on?Linked goalNo goalGovernment office or servicee.g. Service Canada, the Ministry, CRAHowNot an office visitObservation and outcomeAdd a person or organizationEdit personA funder, worker, program, employer or office around the client.Organizatione.g. WorkBCName — titlee.g. Dana Whitlow — Program managerTheir parte.g. Employment · Job discoveryStill involved?CurrentPast, moved onUntil (if past)e.g. 2026-05Phone · email · addressSeparate each with “ · ”What they do with the clientAdd a funding lineEdit funding lineOne category of the approved funding, as the contract lists it.FunderCategorye.g. Skill developmentCodee.g. 61002e.g. CLBC0.00https://Monthly amount (CAD)StartsEndsRecord a transactionEdit transactionThe actual date, kept apart from the funding month.RecordDate received or paidFunding monthe.g. 2026-09Categorye.g. Skill development · 61002Amount (CAD)Reference or noteAdd a documentEdit documentA link to the file: Google Drive or the website.Namee.g. Schedule A · Goals and deliverablesWhat it isLinkAdd a benefitEdit benefitA benefit the client receives, and the help that got it.Benefite.g. Canada Disability BenefitFrome.g. Service CanadaStatusAmount (CAD)How oftenMonthlyYearlyOnceNo amountSinceHow it was securedNew reportEdit reportA reporting period the funder expects.KindTitlee.g. Quarterly progress · Q3FromToStatusGive the goal its name.Add a title or an observation.Add the organization or a name.Write “until” as a month, like 2026-05.Name the category.Write the amount as a number.Choose the date.Write the funding month like 2026-09.Give the document a name.Paste the full link, starting https://Name the benefit.Choose both dates, the end after the start.Delete this for good?“{title}” is removed from the workspace. This can’t be undone.SavedDeletedThe answer didn’t arrive. Your words are still here; the workspace is read again to see whether it saved.SupportSupport workspaceNot shared yetPrivate Mentorship shares your support workspace here when it is ready.Your support fundingFunding helps pay for {name}’s support. The family keeps the financial records.Ask your family or your Assistant before planning something that costs money.No goals yet.No documents yet.JournalRead
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Session time{host} is in the roomIt’s time for your session with {host}{child}’s session with {host} is onYour session with {host} is on{host} is ready for youStarts in 1 minuteStarts in {n} minutesHappening nowYour session started at {time} — {host} will let you in.You’ll wait privately until {host} lets you in.Enter the waiting roomOpening the waiting room…Opening…Try againWe couldn’t open the waiting room just now. Please check your connection and try again.your Assistant{line}. Enter the waiting room
YouTodayCalendarMessagesClientsFamily StudioLogMoreHomeScheduleLearningMoreLanguageEnglish简体中文Security2-step sign-in and your passwordInstall the appPrivate Mentorship on your Home Screen, one tap awayTeachingScheduleYouLessonsInboxFamiliesMoneyTeamThe websiteMapsHelpSessionsLearningPlan & HoursFamilyGradingWork waiting for your gradeLesson LibraryWorksheets, assignments and homework to sendWhiteboardsBoards from your video sessionsTasksOpen tasks from every family’s notebookSession activityHow focused each online session wasSupport workspacesOutside funding and supports, like CLBC and WorkBC, for your clientsRequestsMoves, cancellations and extra sessionsTime offDays and hours you’re not availablePausesFamilies taking a break from their planMy hoursHours added and used on your families’ plansMy earningsYour own share of what your families paidHolidaysWho has a session on each holiday, and their answersMy profileWhat families see about youYour contractor agreementRead and sign the agreement with Private MentorshipStudioStart or join a lesson, who is at the door, the week, recordingsLesson logSessions waiting for their write-up, and the ones loggedNotebooksEvery family’s notebook at a glanceMailThe business email: read, reply, fileLive chatVisitors who wrote in the website’s chatMeetingsVideo calls with a link — hiring and new familiesNew familyCreate a family: login, plan, weekly timesEnquiriesFamilies who applied on the websiteWaiting listFamilies and assistants in lineSupport workspacesFunders’ goals, people and funding — CLBC, WorkBC — per clientIntro requestsFamilies who picked Assistants to meetSchedule adjustmentsFamilies asking for a different weekly timeMoneyOwed, paid, payouts and what’s coming upReportsRevenue, all time, top families, payouts and exportsHiringCandidates, decisions, contracts and linksInterview linksThe briefing, end-of-session and package links to sendContractsEvery Assistant’s contractor agreementAssistant profilesWhat families see, and what waits for your approvalNeeds youWhat the website’s checks foundHousekeepingStuck rooms, stale requests and what waits for youAudit trailEvery change to money and plans, and the checks’ findingsVisitor recordingsWatch how visitors used the websiteWarning wordingThe travel-time warnings’ wordsDeletion requestsPeople who asked to delete their accountReported messagesMessages someone reported in MessagesInstallsWho added the web app and the browser extensionSmoke testA quick run through the website’s key pagesClaude usageWhat Claude does for the website, and what it costsClient mapEvery family and Assistant on the mapClient activity mapWhere one family’s lessons have beenAssistant helpResourcesGuides and files for your workRoster, hours, contracts, pay and absencesAll assistantsEvery Assistant’s profile, as families see itLesson JournalNotes from every lessonWhere you’ve beenEvery place from your sessions, on a mapMy AssistantWho works with your familyOur AssistantsMeet every Private Family AssistantLearning PlanThe road aheadGradesMarks and feedbackYour PlanYour agreement and detailsHoursHours and payment historyMembershipChange your plan or scheduleTo-Do boardThis week’s jobs, card by cardFamily NotebookLong-term notes, tasks and contactsShared FilesYour family filesYour FamilyMembers and invitationsSupport workspaceGoals, the people around you, funding and progressFamily BriefingWhat a new Assistant needs to knowSend a giftA Private Family Assistant, for someone you care aboutHelpAnswers, and how to reach usSearchSearch every page, file, person, lesson…SearchClose search⌘KSearching everywhere…No matches for {q}Search hit an error. Try again.Some places didn’t load, so this may not be everything.Try again{n} match across {g}{n} matches across {g}1 group{n} groupsShow {n} moreAll{name} (You)my account profile you selfPagePage · {group}Browse by categoryPick a category to see recent items, or start typing to search everywhere.Browse recentAll categoriesLoading recent items…Nothing in {g} yet.Nothing in the {w} — showing all time1 item · {w}{n} items · {w}Past dayPast weekPast monthAll timepast daypast weekpast monthA to ZPeopleWorkAdminMy clientsMoreEducationMy familyHover or arrow-key over a result to preview it.Showing {n}SearchType to search every page, file, person, lesson, invoice, message, and more.Quick previewOpen full pageOpen pageBack to resultsWhat would you like to do?PagesActive clientsParentsAssistantsFamily groupsApplicantsSessionsLesson logLesson JournalInvoicesLesson LibraryAssignmentsHomeworkTests and quizzesSession recordingsFamily NotebookScheduleMessagesPlansWorksheetsAssignmentsHomeworkBriefingsNotesTasksContactsPageFamily workspaceFamilyParentAssistantApplicantScoutingSessionLesson logLesson JournalInvoiceLibraryAssignmentHomeworkTestRecordingScheduleMessageConversationTaskContactNoteBriefingPlanIn the menuWhat it isStudentClientWhenAssistantFocus areaKey conceptsNext session notesFeedbackDateTotalBalanceStatusSubjectNotesTypeEmailPhoneParentPlanContactCreatedLegal nameRoleGradeTopicSub-topicSharedYes — in the shared libraryUpdatedReasonRequested dateConversationSentMessageAssignedDueRecordedLengthKept untilCategoryOrganizationSummaryReferenceParent / Family Owner{n}h{n} minTest or quizScouting candidateSubmittedLink closedLink expiredOpened, not submittedNot opened yet{type} requestSchedule request
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Viewing as {name}Getting your page readyCouldn't check your account; try againOwnerAssistantFamily accountStudent accountNo families yetYour families didn’t load. Open any page to try again.Messages, {n} unreadAdd it to the side menu, one click from anywhere?Remove it from the side menu?Add to side menuRemove from side menuCancel