• Documentation
  • Introduction
    • The member journey
  • Training
    • Create a program
    • Courses and sections
    • Lessons, media and publication
    • Milestones and paths
    • Tasks and deliverables
    • Cohorts and groups
  • Student & Community
    • Joining a school
    • Learning and resuming
    • Submitting and revising work
    • Calendar and lives
    • Spaces and questions
    • Reading progress
  • Coaching
    • Roles and assignments
    • Member context and work queue
    • Reviews and feedback
    • Sessions and interventions
    • Cohort cockpit and live operations
  • Leads & Qualification
    • People, leads and applications
    • Contacts and import
    • Qualification forms
    • Application triage
  • Setting & Booking
    • Setter scope
    • Sales availability
    • Share a booking link
    • Prospect booking
    • Agenda and booking management
    • Prepare a call and share its meeting link
  • Closing, Offers & Payments
    • Closer scope
    • Compose an offer
    • Share a nominal payment link
    • Buyer checkout and access
    • Instalments
    • Offline payment
    • Track payment and access failures
    • Stripe school account
  • Administration & Integrations
    • Organization roles and domains
    • API keys and tenant binding
    • Webhooks
    • Payment setup
  • API quickstart
  • API reference
    • Connect with MCP
    • Enrollments
      • GETGet the enrollment timeline
      • GETGet the coaching briefing
      • POSTPause an enrollment
      • POSTResume an enrollment
      • POSTExtend a deadline
      • POSTTransfer an enrollment
      • POSTClose an enrollment
      • POSTSubmit an outcome measure
      • GETList outcome measures
      • GETList deadline extensions
      • DELETECancel a deadline extension
      • GETList enrollments
      • POSTEnroll a person
    • Cohorts
      • GETGet the cohort cockpit
      • GETList the enrollments behind a cockpit signal
      • PATCHConfigure a cohort
      • POSTMove a cohort to another phase
      • POSTCreate a cohort
      • POSTChange a cohort's status
    • Coaching sessions
      • GETList coaching sessions
      • GETGet a coaching session
      • POSTRecord a coaching session
      • POSTAppend coaching session entries
    • Interventions
      • GETList interventions
      • POSTPlan an intervention
      • POSTClose an intervention
    • Live sessions
      • PATCHRecord live attendance
      • GETList live attendance
      • GETRead one enrollment's attendance
      • GETList live sessions
      • POSTSchedule a live session
      • PATCHUpdate a live session
      • POSTCancel a live session
      • GETGet live session
    • Programs
      • GETList programs
      • POSTCreate a program
      • GETRead a program
      • PATCHUpdate a program
      • POSTArchive a program
      • POSTRestore a program
    • Courses
      • GETList the courses of a program
      • POSTCreate a course
      • PATCHUpdate a course
      • POSTRename a course
      • POSTArchive a course
      • POSTReorder the courses of a program
      • POSTUpload a course cover
    • Sections
      • GETList the sections of a course
      • POSTCreate a section
      • POSTRename a section
      • POSTDissolve a section
      • POSTReorder the sections of a course
      • POSTMove a lesson into a section
      • DELETETake a lesson out of its section
    • Lessons
      • GETList the lessons of a program
      • POSTCreate a lesson
      • GETRead a lesson
      • PATCHUpdate a lesson
      • POSTPublish a lesson
      • POSTArchive a lesson
      • POSTMove a lesson to another course
      • POSTReorder the lessons of a program
      • POSTAttach a resource
      • DELETEDetach a resource
      • POSTReorder the resources of a lesson
      • POSTUpload a lesson resource
      • POSTUpload a lesson video
      • GETRead a lesson by its identifier
      • PATCHUpdate a lesson by its identifier
      • GETRead the discussion of a lesson
      • POSTComment on a lesson
    • Milestones
      • GETList the milestones of a program
      • POSTCreate a milestone
      • PATCHUpdate a milestone
      • POSTArchive a milestone
      • POSTReorder the milestones of a program
      • GETList the contributions of a milestone
      • POSTAttach a contribution
      • DELETEDetach a contribution
    • People
      • POSTImport people
      • POSTLink a duplicate person
      • DELETEUnlink a duplicate person
    • Delivery analytics
      • GETGet delivery analytics
    • Sales availability
      • GETRead sales availability
      • GETPreview sales slots
      • PUTReplace sales availability
      • GETList eligible sales closers
    • Community
      • POSTUpload an attachment
      • POSTAttach to a thread
      • POSTCreate a space
      • POSTPost a thread
      • POSTReply to a thread
      • POSTLink a thread
      • GETList spaces
      • GETRead a thread
      • GETSearch the community
    • Offer payments
      • POSTPause automatic charging
      • DELETEResume automatic charging
      • POSTCharge an instalment now
      • GETGet collections dashboard
    • Member tasks
      • POSTCreate a member task
      • GETList the tasks of a milestone
      • PUTUpdate a member task
      • POSTArchive a member task
      • POSTReorder the tasks of a milestone
      • GETRead a task
      • GETList program tasks
    • Deliverables
      • POSTCreate a deliverable
      • GETList the deliverables of a task
      • GETGet a deliverable
      • PUTUpdate a deliverable
      • POSTArchive a deliverable
    • Groups
      • GETList groups
      • POSTCreate a group
      • GETGet a group
      • PATCHUpdate a group
      • POSTAdd a Group membership
      • DELETERemove a Group membership
    • Paths
      • GETList program paths
      • POSTCreate a path
      • GETGet a path
      • PATCHVersion or promote a path
    • Webhooks
      • GETList webhook subscriptions
      • POSTCreate a webhook subscription
      • GETGet a webhook subscription
      • PATCHUpdate a webhook subscription
      • DELETEDelete a webhook subscription
      • POSTVerify a webhook subscription
      • POSTRotate a webhook secret
      • POSTPause or reactivate a webhook subscription
      • GETList webhook deliveries
      • GETGet a webhook delivery
      • POSTReplay a webhook delivery
    • Media
      • GETList media
      • POSTUpload a media
      • PATCHRename a media
      • DELETEDelete a media
    • Bookings
      • GETList the open slots of a booking link
      • POSTSave a booking lead
      • POSTBook a call for a prospect
      • GETGet booking details
      • GETList bookings
      • GETGet booking
      • PATCHUpdate booking details
      • GETGet booking agenda
      • GETGet closer meeting link
      • GETList person bookings
      • PUTSet closer meeting link
      • GETList booking links
      • POSTSend a booking email
      • GETRead booking follow-up
      • POSTCreate booking link
      • GETGet booking link
      • PUTRecord booking attendance
      • GETRead booking reminder settings
      • PATCHUpdate booking link
      • POSTReschedule booking
      • PUTSet booking reminder settings
      • POSTCancel booking
      • GETList booking reassignment candidates
      • POSTReassign booking
      • GETList booking reschedule slots
      • GETList booking reassignment slots
    • My learning
      • GETList my enrollments
      • GETGet my learning context
      • GETList my lessons
      • GETGet one of my lessons
      • GETList my agenda
      • GETGet my lesson note
      • PUTSave my lesson note
      • DELETEDelete my lesson note
      • GETList my lesson notes
      • GETGet my lesson's agent section
      • GETList my tasks
      • GETRead my submission
      • POSTOpen my submission draft
      • PUTSave my submission draft
      • POSTSubmit my work
      • POSTResubmit my work
    • Forms
      • GETList forms
      • POSTCreate a form
      • GETGet a form
      • PATCHUpdate form identity
      • DELETEDelete a form
      • PUTSave form definition
      • PUTSet form theme
      • PUTSet form qualification
      • PUTSet submission mode
      • PUTOpen or close a form
      • POSTPublish a form
      • POSTUnpublish a form
      • GETList form responses
      • GETGet a form response
      • GETRead form statistics
      • POSTRetry response qualification
      • GETRead form definition
      • GETRead form theme
      • GETRead form qualification
      • GETRead form submission-settings
      • GETRead form identity fields
      • PUTSet form identity fields
    • Calendar connections
      • GETList calendar connections
      • GETRead a calendar connection
      • POSTRequest calendar consent
      • GETList writable calendars
      • PUTSelect a calendar
      • DELETEDisconnect a calendar
    • Offers
      • GETList offers
      • POSTCreate an offer
      • GETGet an offer
      • PATCHUpdate an offer
      • GETGet composer options
    • Responsibilities
      • GETList responsibilities
      • POSTAssign a responsibility
      • DELETERemove a responsibility
    • Submission reviews
      • GETList submission reviews
      • GETRead a submission review
      • POSTTake a submission in review
      • POSTDecide a submission review
    • Closers
      • GETList closer invitations
      • POSTInvite a closer
      • POSTResend a closer invitation
      • DELETECancel a closer invitation
      • GETRead commercial responsibility
      • PUTAssign commercial responsibility
      • GETRead my sales availability
      • PUTUpdate my sales availability
      • GETRead my closer setup
    • Personal preparation
      • GETRead my work profile
      • PATCHUpdate my work profile
      • GETRead my preparation
    • Video library
      • GETList video resources
      • GETGet a video resource
      • POSTPublish a video resource
      • PATCHUpdate a video resource
      • POSTUnpublish a video resource
      • POSTRepublish a video resource
    • Video questions
      • POSTAsk a question
      • GETList my questions
      • GETGet my question
      • GETList received questions
      • PATCHAssign a question
      • POSTAnswer a question
      • POSTCancel a question
  1. Documentation
  2. Introduction
  3. The member journey
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The member journey

PreviousIntroductionNextTraining
On this page
The destinationMilestones: the numbered steps of My pathTasks: the work inside a step, and beside itRequirement levelsDeadlinesDeliverables: what is handed inUnlocking: when the next step opensCoverageSubmissions and reviewsBuilding a program in this order

This page is for school owners. It follows what you build in a program to what each member sees on My path, the home screen of an enrolled member, and explains the rules that decide what opens, what is due and what counts as done.

The destination

Every program can state its transformation: where the member will be at the end. It is shown at the top of My path, under the label Destination. Write it as an outcome the member recognizes — Ship an AI agent that real users talk to — not as a list of topics.

Milestones: the numbered steps of My path

A milestone is a result the program expects: an objective, the proof you expect, and what makes it a success. Your milestones, in the order of the program's path, become the numbered steps of My path.

The order is the order you give the path. When you publish a new version of a path, members already enrolled keep the version they started on.

Tasks: the work inside a step, and beside it

A task is a piece of work you ask of every member: instructions, context, how much it matters, and when it is due.

  • A task attached to a milestone appears inside that step.
  • A task without a milestone appears under Other actions, below the steps. Use it for work that matters but belongs to no step — introducing yourself to the community, booking a first call.

A task is created as a draft and members do not see it until you publish it. Archiving a task removes it from members' paths without deleting anything they already did.

Requirement levels

Each task has one of three levels, shown to the member next to it:

LevelWhat it tells the member
RequiredThis is expected of you. It is the default.
RecommendedYou should do it; you can move on without it.
OptionalUseful if you have time.

The member's execution progress counts published tasks only, level by level.

Deadlines

A task has at most one deadline rule, or none:

RuleHow it is setWhat each member sees
Relative — D+na number of daysa date computed from their own enrollment date: D+14 is two weeks after they joined
Fixedone datethe same date for everyone
None—no deadline

A relative deadline follows the member: when an enrollment is paused with its deadlines shifted, their D+n dates move by the length of the pause. A coach can also extend one task's deadline for one member; that extension wins over both rules, for that member only.

Once a task's deadline has passed, the member can no longer send a first submission for it.

Deliverables: what is handed in

A task can expect a deliverable — the proof the member hands in: a file, a link, or both, with the criteria it is judged against and the kind of person who reviews it (a program director, a coach or a reviewer). A task has at most one active deliverable.

  • A task without a deliverable, the member marks as done themselves.
  • A task with a deliverable is not ticked off by a click: it goes through its submission and its review.

Unlocking: when the next step opens

Each program has one unlock mode. It decides when a step of My path opens.

ModeThe next step opens when…
Immediatealways — every step is open from the start. This is the default.
Sequentialthe member has completed every lesson covered by the steps before it.
Validation requiredthe deliverables of the steps before it have been validated by a reviewer.

Three details decide most questions:

  • All earlier steps count, not only the previous one. If step 2 was left incomplete, step 4 stays closed even when step 3 is finished.
  • A step with nothing to check counts as passed. In sequential mode, a step that covers no lesson never blocks; in validation-required mode, a step whose published tasks expect no deliverable never blocks.
  • The member is told why. A closed step names the step to finish or, in validation-required mode, the exact deliverable waiting for validation.

Coverage

Coverage is how you say which lessons prepare a milestone: you attach lessons (or resources) to it. It is what sequential mode reads.

  • In sequential mode, coverage decides unlocking: the lessons a step covers are the lessons to finish before the next one opens. A lesson attached only to closed steps is closed too; a lesson attached to no milestone is always open.
  • In immediate mode, coverage has no effect on the member side: nothing is locked. It still documents, for you and your coaches, which content each milestone puts to the test.
  • In validation-required mode, what opens the next step is the review of deliverables, not lesson completion.

Submissions and reviews

When a task expects a deliverable, the member hands it in as a submission. A submission moves through these states:

draft ──► submitted ──► in_review ──┬─► validated
                                    ├─► changes_requested ──► (new version) submitted …
                                    └─► rejected
StateWhat it means
draftThe member is preparing it. Only a draft can be edited.
submittedSent. It can no longer be changed, and it waits for a reviewer.
in_reviewA reviewer has taken it; no one else will decide on it meanwhile.
changes_requestedThe reviewer asks for corrections. The member sends a new version.
validatedAccepted. In validation-required mode, this is what opens the next step.
rejectedRefused, and final: no new version follows a rejection.

Submissions are versioned, never overwritten. Each correction is a new version next to the previous ones, and each review keeps its decision and its feedback. A reviewer comparing versions sees what they asked for last time.

Who reviews. A person holding the reviewer responsibility for the school reviews every submission; a coach reviews the submissions of the members they coach. Owning or administering the school does not, on its own, make you a reviewer: assign yourself the responsibility if you review too.

Building a program in this order

  1. Write the program's transformation — the Destination.
  2. Create the milestones, in path order.
  3. Attach the lessons that prepare each milestone (coverage).
  4. Add the tasks — in a milestone, or standing on their own — with their level and deadline, and a deliverable where proof is expected.
  5. Publish the tasks.
  6. Choose the unlock mode.

All six steps can be done from the screens, or through the API: programs, milestones, member tasks and deliverables.