CO.2: Counselor Dashboard

Summary

The counselor dashboard gives quick access to upcoming sessions, client activity, scheduling, invitations, and common counselor actions.

Role

• Primary: Counselor

Entry Point

• URL: /dashboard
• Sidebar: Dashboard

Preconditions

• User is authenticated as a counselor.
• Onboarding is complete.

Steps

1. Counselor opens /dashboard.
2. App loads the current profile and dashboard data.
3. Dashboard renders upcoming sessions and summary cards.
4. Counselor can schedule a meeting, start an instant meeting, invite a client, or navigate to sessions.
5. Action dialogs call their respective APIs and refresh affected data.

Diagram

Edge Cases

• Incomplete profile: Dashboard redirects back to onboarding.
• Loading/error: Dashboard shows loading and retry states.
• Role routing: Dashboard component varies by account type.

Current Implementation Notes

• Frontend: frontend/src/app/pages/dashboard.tsx, frontend/src/features/dashboard/components/counselor-dashboard.tsx

Screenshot Status

• Captured with Playwright on 2026-04-17 using mocked dashboard API responses:
  • Upcoming sessions:
  • Empty first-session state:
  • Schedule session modal:
  • Instant meeting modal:
  • Invite client modal:

Related Flows

• CO.5 Sessions List
• CO.11 Invite New Client