Beta Test Guide

Thank you for helping us test Voyager Wellness Pathfinder! Pick your role below and work through the tests at your own pace.

v4.1 — March 28, 2026 ~30–45 min

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🧑‍💻
User / Client
Test wellness features, the village, practices, and exploration
🧑‍⚕️
Provider / Coach
Test the coach dashboard, client management, invites, and cohort metrics
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How to test:
Shared — Everyone Tests These
1
Landing & First Impressions
The gateway page, navigation, and world intro flows
Both
The landing page is a single gateway to the wellness experience. It features an interactive sheep hero and a "Take a Tour" overlay. On /wellness, three world cards (Wander, Meadow, Village) each lead to a synopsis intro page before entering the world. All three worlds have first-visit tutorial overlays.
🏠
Gateway page loads with wellness entry, interactive sheep, and Take a Tour button
Visit the homepage. Verify the wellness entry card, an interactive sheep character, and a "Take a Tour" button are all present and working.
➤ Demo site
  1. Open wellnesspathfinder.vercel.app
  2. Verify the wellness entry card is visible with a clear CTA
  3. Verify the interactive sheep hero is present (tap/click the sheep — should animate or show stars)
  4. Verify a "Take a Tour" button is visible on the page
  5. Confirm the page loads within 3 seconds without errors
+ Add Note
🎥
Landing tour works (Next / Back / Skip, synopsis photos)
Click "Take a Tour" on the homepage. The tour overlay should display synopsis photos with Next, Back, and Skip navigation.
➤ Demo site
  1. Click "Take a Tour" button on the homepage
  2. Verify a tour overlay or modal opens with synopsis photos/slides
  3. Click Next through all slides — verify each advances correctly
  4. Click Back on a middle slide — verify it goes back one step
  5. Click Skip — verify the tour dismisses immediately
+ Add Note
📱
Mobile responsive — no horizontal scroll, tappable buttons
Resize to phone width (375px) or test on a real device. All content should be readable with no horizontal overflow.
  1. Open the homepage on mobile or resize browser to <430px wide
  2. Verify no horizontal scrollbar appears
  3. Verify all buttons are large enough to tap comfortably
  4. Verify text is readable without zooming
  5. Navigate to /wellness — verify world cards stack vertically and remain usable
+ Add Note
♿
Keyboard navigation (Tab focus visible, Enter activates)
Tab through the homepage using only the keyboard. All interactive elements should be reachable and operable.
  1. Press Tab repeatedly from the top of the page
  2. Verify a visible focus outline appears on each interactive element
  3. Press Enter on a focused button — verify it activates
  4. Verify no interactive element is unreachable via Tab
+ Add Note
🌌
Wellness hub (/wellness) shows 3 world cards (Wander, Meadow, Village)
The /wellness hub should display three distinct world cards, each with a name, description, and entry CTA.
➤ Wellness Hub
  1. Open /wellness
  2. Verify exactly 3 world cards appear: Wander, Meadow, Village
  3. Each card should have a title, short description, and an entry button/link
  4. Verify no broken images or missing content
+ Add Note
🧭
Synopsis routing — each world card leads to synopsis intro page first
Clicking a world card should go to a synopsis intro page (not directly into the world), giving context before entry.
➤ Wellness Hub
  1. From /wellness, click the Wander card — verify URL goes to /wellness/wander/synopsis
  2. Verify the synopsis page shows a narrative intro and a "Begin" CTA
  3. Go back, click Meadow — verify /meadow/synopsis loads with its own narrative
  4. Go back, click Village — verify /wellness/village/synopsis loads
  5. On each synopsis, click "Begin" — verify it enters the actual world
+ Add Note
📚
New user tutorials — all 3 worlds have tutorial overlays (Next / Back / Skip)
On first visit to each world, a tutorial overlay should appear. It must have Next, Back, and Skip buttons and must not re-appear on return visits.
  1. Clear localStorage (or use incognito) to simulate a fresh user
  2. Enter Wander — verify tutorial overlay appears with step navigation
  3. Click Next and Back — verify steps advance and retreat
  4. Click Skip — verify the overlay closes immediately
  5. Repeat for Meadow and Village — each should have its own tutorial
  6. Re-enter each world after completing tutorial — verify it does NOT re-appear
+ Add Note
🔗
Footer links work (About, Privacy, Terms)
Scroll to the footer on the homepage. All footer links should resolve without 404 errors.
  1. Scroll to the bottom of the homepage
  2. Click "About" — verify a page or section loads without error
  3. Click "Privacy" — verify privacy page loads
  4. Click "Terms" — verify terms page loads
  5. Verify no 404 errors on any footer link
+ Add Note

💬 Your thoughts on Landing & First Impressions

Was it immediately clear what this app is about?
How did the homepage make you feel?
How does this compare to other wellness apps you've used?
Could you find the main features easily?
What would you change about the first impression?
User / Client Tests
2
Dashboard
User dashboard, onboarding, recap card, and settings
User
The demo site goes directly to the user dashboard at /dashboard — no login or auth gate. The dashboard surfaces a Weekly Recap card, a "What to do next" suggestion, Quick Access shortcuts, and settings.
📊
Dashboard loads in demo mode with no auth gate
On the demo site, /dashboard should load immediately with a "Demo mode" badge and no login prompt.
➤ Demo Dashboard
  1. Open wellnesspathfinder.vercel.app/dashboard
  2. Verify the user dashboard loads without any sign-in prompt
  3. Verify a "Demo mode" badge is visible near the top
  4. Verify key dashboard cards are visible (no blank screen)
+ Add Note
🎯
User onboarding flow (/onboarding/user — intent, ZIP, world selection, tour)
The onboarding guides new users through 4 steps: intent selection, optional ZIP code, world choice, and a brief tour.
➤ User Onboarding
  1. Open /onboarding/user
  2. Step 1: Select an intent (e.g., "Career change") — verify selection is acknowledged
  3. Step 2: Optionally enter a ZIP code — verify it accepts input and can be skipped
  4. Step 3: Choose a starting world — verify all 3 worlds appear
  5. Step 4: View tour slides, click through all — verify navigation works
  6. Verify redirect to chosen world or dashboard after completion
+ Add Note
📅
Weekly Recap card shows session count, minutes, and active days
The dashboard should show a "Weekly Recap" card summarizing recent activity data.
➤ Dashboard
  1. Open /dashboard
  2. Look for the "Weekly Recap" card
  3. Verify it displays at least: session count, minutes, and active days
  4. If no activity yet, verify card either shows zero values gracefully or is hidden
  5. Complete one practice, return to dashboard — verify the count updates
+ Add Note
✨
"What to do next" suggestion card with actionable link
A smart suggestion card should appear on the dashboard recommending a next action, with a clickable link to take you there.
➤ Dashboard
  1. On /dashboard, locate the "What to do next" or suggestion card
  2. Verify it shows a relevant suggestion (e.g., "Try Box Breathing" or "Visit the Village")
  3. Click the suggestion link or button — verify it navigates to the correct page
  4. Return to dashboard — verify the suggestion updates or persists sensibly
+ Add Note
⚙️
Settings page accessible (/settings)
The Settings page should be reachable from the dashboard and should load without error.
➤ Settings
  1. Navigate to /settings (or find the Settings link from the dashboard)
  2. Verify the settings page loads without error
  3. Verify at least one setting or preference is visible and interactive
+ Add Note
⚡
Quick Access shortcuts link to practices / worlds correctly
The dashboard should include Quick Access shortcut buttons that navigate directly to practices or worlds.
➤ Dashboard
  1. On /dashboard, locate the Quick Access section or shortcut buttons
  2. Click each shortcut — verify each navigates to the correct destination
  3. Verify no shortcuts lead to 404 or broken pages
+ Add Note

💬 Your thoughts on the Dashboard

Did the dashboard help you know where to start?
Was the onboarding the right length?
Did the dashboard feel overwhelming or just right?
How does this compare to dashboards in apps you use regularly?
What information is missing from the dashboard?
3
Meadow & Practices
9 wellness practices individually tested, plus journal, lists, and activities
User
The Meadow has 9 practices in a playground, plus a Help Me Choose questionnaire, journal, lists, and activities pages. Each practice saves to localStorage. Test each one individually.
🌿
Meadow Synopsis (/meadow/synopsis) — narrative intro with "Begin" CTA
➤ Meadow Synopsis
  1. Open /meadow/synopsis
  2. Verify a narrative intro text is shown describing the Meadow world
  3. Verify a "Begin" (or equivalent) CTA button is visible
  4. Click "Begin" — verify it navigates into the Meadow
+ Add Note
🏡
Meadow Home (/meadow/home) — hub with navigation to playground, journal, lists
➤ Meadow Home
  1. Open /meadow/home
  2. Verify the Meadow hub loads with navigation options
  3. Verify links to Playground, Journal, and Lists are present
  4. Click each link — verify correct pages load
+ Add Note
❓
Help Me Choose questionnaire — answer questions, get recommendations (/meadow/questionnaire/results)
➤ Questionnaire
  1. Open /meadow/questionnaire
  2. Answer each question in the flow
  3. Verify progress through questions works (no skipping or stuck states)
  4. Complete the questionnaire — verify redirect to /meadow/questionnaire/results
  5. Verify the results page shows practice recommendations based on answers
  6. Click a recommended practice — verify it navigates correctly
+ Add Note
🎮
Playground shows all 9 practice cards (/meadow/playground)
➤ Playground
  1. Open /meadow/playground
  2. Count the practice cards — verify exactly 9 are shown
  3. Verify no "coming soon" or disabled/placeholder cards
  4. Each card should have an emoji, name, and short description
+ Add Note
💨
Box Breathing — animated breathing guide, 4-phase cycle (inhale / hold / exhale / hold)
➤ Box Breathing
  1. Open Box Breathing and tap Start
  2. Follow the animated guide for at least 2 FULL cycles (about 1 minute)
  3. Notice: Does the animation feel smooth? Is the timing comfortable?
  4. Try pausing mid-cycle — does it handle that gracefully?
  5. After finishing, note how your breathing feels compared to before
How did this practice make you feel?
Would you use this again?
+ Add Note
🌬️
Breathing Journey — guided breathing with progression
➤ Breathing Journey
  1. Open Breathing Journey and begin the guided session
  2. Follow along for at least 1–2 minutes — does it progress naturally?
  3. Is the pacing comfortable? Too fast? Too slow?
  4. Does the visual feedback help you stay focused?
  5. Complete the session or exit early — does it handle both gracefully?
How did this practice make you feel?
Would you use this again?
+ Add Note
😊
Feeling Check — mood logging, selection acknowledged, saves to localStorage
➤ Feeling Check
  1. Open Feeling Check and take a moment to notice how you actually feel
  2. Select the mood/feeling that matches — is the selection intuitive?
  3. Did the response feel validating? (not dismissive, not preachy)
  4. Close and reopen — is your mood saved from earlier?
  5. Try selecting a different mood — does it update smoothly?
Did this help you pause and notice how you feel?
Would you use this again?
+ Add Note
⚡
Energy Budget — add draining/giving activities, budget visualization, daily reset
➤ Energy Budget
  1. Open Energy Budget — read the instructions first
  2. Add 2–3 things that drained your energy today (work, commute, etc.)
  3. Add 1–2 things that gave you energy (coffee, walk, friend)
  4. Watch the budget visualization update — is it clear what it's showing?
  5. Does it make you think differently about how you spend energy?
  6. Reload the page — your data should still be there (same day)
Did this make you think about your energy differently?
Would you use this again?
+ Add Note
🌱
Gratitude Garden — add gratitude items, visual garden grows
➤ Gratitude Garden
  1. Open Gratitude Garden
  2. Add at least 3 things you're grateful for today
  3. Watch the visual garden grow — does each addition feel rewarding?
  4. Is the interaction smooth and pleasant?
  5. Does the garden visual make you want to add more?
How did writing gratitudes make you feel?
Would you use this again?
+ Add Note
🍃
Let It Go — write worries, release animation plays
➤ Let It Go
  1. Open Let It Go
  2. Write something that's been on your mind or bothering you
  3. Watch the release animation — does it feel satisfying and cathartic?
  4. Try writing another worry and releasing it
  5. After releasing, do you feel any lighter?
Did the release feel meaningful?
Would you use this again?
+ Add Note
🎨
Paint Paper Brain — creative expression canvas works
➤ Paint Paper Brain
  1. Open Paint Paper Brain
  2. Spend 2–3 minutes freely drawing/creating
  3. Is the canvas responsive? Do colors/tools work well?
  4. Does the creative freedom feel relaxing?
  5. Try different tools/colors if available
How did creative expression feel?
Would you use this again?
+ Add Note
🍅
Pomodoro Meadow — focus timer with sheep theme, work / break cycles
➤ Pomodoro Meadow
  1. Open Pomodoro Meadow
  2. Start a focus session — does the timer begin clearly?
  3. Watch the sheep-themed visuals during the work period
  4. Wait for (or skip to) a break — does the transition feel natural?
  5. Is it clear when to work vs. rest?
Would this help you focus?
Would you use this again?
+ Add Note
🐑
Sheep Counting — relaxation exercise works
➤ Sheep Counting
  1. Open Sheep Counting
  2. Begin the relaxation exercise
  3. Follow along for at least 1 minute — is it calming?
  4. Do the sheep animations/visuals add to the experience?
  5. Would you use this before sleep or during a stressful moment?
How relaxing was this?
Would you use this again?
+ Add Note
📓
Journal page (/meadow/journal) — write entries, view history
➤ Journal
  1. Open /meadow/journal
  2. Write a short journal entry and save it
  3. Verify the entry appears in the journal history list
  4. Reload the page — verify the entry persists
+ Add Note
📋
Lists page (/meadow/lists) — manage personal lists
➤ Lists
  1. Open /meadow/lists
  2. Verify the lists page loads without error
  3. Add at least one item to a list
  4. Verify the item saves and appears in the list
+ Add Note
📂
Activities page (/meadow/activities) — browse available activities
➤ Meadow Activities
  1. Open /meadow/activities
  2. Verify a list or grid of activities loads
  3. Click one activity — verify it navigates or expands without error
+ Add Note

💬 Your thoughts on Meadow & Practices

Would you use any of these practices regularly?
Which practice was your favorite, and why?
Did any practice make you feel calmer or more focused?
How do these compare to other wellness / meditation apps?
What would make the practices more useful to you?
4
Village
Tile-based world, NPCs, buildings, Sheep Vision, and all village pages
User
The Village is a tile-based world with NPCs, discovery spots, buildings, Sheep Vision US map explorer, and multiple interior pages. Each building has its own page: Campfire, Bear Bean Café, Companions Lodge, Storybook, Shop, Friends, Tapestry, and Almanac.
🌍
Village Synopsis (/wellness/village/synopsis) — narrative intro
➤ Village Synopsis
  1. Open /wellness/village/synopsis
  2. Verify a narrative intro for the Village world is shown
  3. Verify a "Begin" or "Enter" CTA is present and functional
+ Add Note
🏘️
Village loads, sheep moves (arrow keys / WASD / D-pad / tap)
➤ Village
  1. Open /wellness/village and enter the village
  2. Use arrow keys or WASD to move the sheep — verify smooth movement
  3. On mobile: use D-pad or tap to move — verify it works
  4. Verify the camera follows the sheep
+ Add Note
💬
Talk to NPC — dialogue popup, different dialogue on re-talk
  1. Walk near an NPC in the village
  2. Verify a dialogue popup appears automatically when close
  3. Read and dismiss the dialogue
  4. Approach the same NPC again — verify different (or additional) dialogue appears
+ Add Note
✨
Discover hidden spot — shimmer effects, celebration popup, emoji on revisit
  1. Wander the village — look for ✨ shimmer effects near tiles
  2. Walk onto or next to the discovery spot
  3. Verify a celebration popup appears with emoji, name, and description
  4. Dismiss and revisit the same spot — verify it now shows its emoji (faded/already-found state)
+ Add Note
🔭
Sheep Vision telescope (grid 18,15 bottom-right) — US map explorer opens
  1. Walk to the bottom-right area of the village (grid 18,15)
  2. Find the 🔭 telescope discovery spot
  3. On the popup, click "Look through the telescope" or equivalent
  4. Verify the Sheep Vision overlay opens with a US map
  5. Verify a zoom or transition animation plays into the map
+ Add Note
🗺️
Sheep Vision — click a state, see animal / activities / cities, collect postcards
  1. In the US map, click California (or any state)
  2. Verify state detail shows: state animal with emoji, list of activities, city cards
  3. Click "Collect" on a city postcard — verify flip animation and "collected" badge
  4. Click back arrow (← Map) to return to map
  5. Verify the explored state is now colored green
  6. Verify the progress counter updates (e.g., "1/50 states explored")
+ Add Note
🏞️
Sheep Vision — ZIP code nearby parks (try 90210), distances, NPS.gov links
  1. In a state detail view, find the "Find what's nearby" or ZIP input section
  2. Enter ZIP code 90210 and confirm/submit
  3. Verify a list of nearby national parks appears with distances
  4. Verify distance numbers animate from 0 to actual value
  5. Click an NPS.gov link — verify it opens the correct park page in a new tab
  6. Verify a sheep commentary speech bubble appears
+ Add Note
🌟
Sheep Vision — stardust rewards (+3 stars, +2 stars, counter updates)
  1. In Sheep Vision, note the star counter in the header
  2. Click a new state — verify a "+3 stars" toast appears
  3. Collect a postcard — verify "+2 stars" toast appears
  4. Verify the star counter in the overlay increments
  5. Close Sheep Vision — verify the village HUD star count reflects earnings
+ Add Note
🏪
Buildings — preview card on approach, enter building page
  1. Walk near a building (e.g., Bear Bean Café)
  2. Verify a building preview card appears with name and description
  3. Click "Enter" on the preview — verify the building page loads
  4. Navigate back to the village — verify you return cleanly
+ Add Note
🔥
Campfire (/wellness/village/campfire) — postcard gallery, share 3-step flow
➤ Campfire
  1. Open /wellness/village/campfire
  2. Actually CREATE a postcard — navigate to the share flow (Share button or /campfire/share)
  3. Complete the 3-step flow: upload a photo → pick a category → write a caption
  4. Submit and verify your postcard appears in the gallery
  5. Look at any existing postcards — does the sharing feel meaningful, not performative?
Did this feel cozy and inviting?
Would you come back to this?
+ Add Note
☕
Bear Bean Café (/wellness/village/cafe) — Drinks tab, Meal Moments tab, daily special, regulars page
➤ Café
  1. Open /wellness/village/cafe
  2. Actually LOG a drink — pick one, add your mood, submit
  3. Try the daily special — verify one-per-day limit applies
  4. Go to the Meal Moments tab and imagine sharing a meal — add one
  5. Visit the Regulars — tap through their quotes
  6. Does the cafe feel cozy? Would you want to come back here?
Did this feel cozy and inviting?
Would you come back to this?
+ Add Note
🐾
Companions Lodge (/wellness/village/companions) — 6 companions grid, detail profiles, friend stories
➤ Companions
  1. Open /wellness/village/companions
  2. Actually TAP each companion — read their full profile and traits
  3. Read their stories — do they feel like real characters?
  4. Do you have a favorite? Which one and why?
  5. Scroll to Friend Stories — verify chapter progress indicators appear
Did this feel cozy and inviting?
Would you come back to this?
+ Add Note
📖
Storybook (/wellness/village/storybook) — episode list, panel reader, forward / back, "Read Again"
➤ Storybook
  1. Open /wellness/village/storybook
  2. Actually READ one full story — pick any episode that interests you
  3. Use the panel navigation (forward/back) — verify progress bar updates
  4. Does the story engage you? Did you want to keep reading?
  5. Would you come back for more episodes?
  6. Tap "Read Again" at the end — verify it resets to panel 1
Did this feel cozy and inviting?
Would you come back to this?
+ Add Note
🛍️
Village Shop (/wellness/village/shop) — browse items
➤ Village Shop
  1. Open /wellness/village/shop
  2. Verify shop items load and are browsable
  3. Verify no blank screen or errors
+ Add Note
👫
Village Friends (/wellness/village/friends) — friend list, friend detail pages
➤ Village Friends
  1. Open /wellness/village/friends
  2. Verify the friend list loads
  3. Click a friend entry — verify detail page loads with profile info
  4. Navigate back — verify list reappears
+ Add Note
🧶
Village Tapestry (/wellness/village/tapestry) — community tapestry view
➤ Village Tapestry
  1. Open /wellness/village/tapestry
  2. Verify the community tapestry loads without error
  3. Verify the tapestry is visually browsable
+ Add Note
📕
Village Almanac (/wellness/village/almanac) — discovery log / guide
➤ Village Almanac
  1. Open /wellness/village/almanac
  2. Verify the almanac loads with a discovery log or guide content
  3. Verify discovered spots (from the village map) appear here if any were found
  4. Verify no 404 or blank screen
+ Add Note

💬 Your thoughts on the Village

How intuitive was navigating the village?
Did the village feel like a cohesive, inviting world?
Did the village make you smile or feel something?
Was the text readable everywhere in the village?
What was your favorite part of the village? Anything you'd add or change?
5
Wander & Exploration
Star catching, activities, Star Atlas proximity hints, friends, bridge, and more
User
Wander is the cosmic walking/exploration mode. Guide Woolly through space, catch stars, earn badges per activity (Walk/Run/Rest), discover near-miss Star Atlas hints, unlock friends, and find bridge exit suggestions.
🌌
Wander Synopsis (/wellness/wander/synopsis) — narrative intro
➤ Wander Synopsis
  1. Open /wellness/wander/synopsis
  2. Verify a narrative intro for the Wander world is shown
  3. Verify a "Begin" or "Enter" CTA is present and navigates into Wander
+ Add Note
🚶
Wander loads (/wellness/wander) — walking content, HUD visible
➤ Wander
  1. Open /wellness/wander
  2. Verify the walking content and Woolly sheep load
  3. Verify the HUD (heads-up display with star counter, activity buttons) is visible
  4. Confirm no blank screen or loading spinner stuck
+ Add Note
⭐
Star catching — guide Woolly near stars, collect with +1/+2/+3 animation
  1. Actually PLAY for 3–5 minutes — guide Woolly around and catch at least 5 stars
  2. Does the movement feel smooth? Is it easy to steer Woolly where you want?
  3. Is star catching satisfying? Does the +1/+2/+3 animation feel rewarding?
  4. Is the spatial feedback good — can you tell when you're close to a star?
  5. Verify the star counter in the HUD increments with each catch
Was this fun?
Would you play this again?
+ Add Note
🏃
Activities — switch between Walk / Run / Rest, earn badges per activity
  1. Actually TRY all 3 modes — Walk, Run, and Rest
  2. Spend at least 1 minute in each mode — how do they feel different?
  3. Which mode is your favorite, and why?
  4. Catch at least one star in each mode — verify badge earned per activity type
  5. Do the visual/audio cues make each mode feel distinct?
Was this fun?
Would you play this again?
+ Add Note
🔭
Star Atlas proximity hints — near-miss hints, cross-world practice star rewards
  1. Move Woolly close to (but not touching) a star
  2. Verify a proximity hint message appears briefly (e.g., "Almost! A star was nearby")
  3. Verify the hint fades after a few seconds
  4. Complete a Meadow practice and return to Wander — verify cross-world practice star reward appears
+ Add Note
🐭
Friends appear — keep wandering, friends follow Woolly
  1. Keep wandering and catching stars
  2. After some progress, verify friend characters appear and start following Woolly
  3. Verify friend appearances are visually indicated (animation, message, etc.)
+ Add Note
🌉
Bridge — exit suggestions appear (games based on activity)
  1. In Wander, navigate to or wait for the Bridge to appear
  2. Verify the Bridge shows exit suggestions (e.g., recommended games or activities)
  3. Verify suggestions are relevant to the current activity mode (Walk, Run, or Rest)
  4. Click a suggestion — verify navigation to the correct destination
+ Add Note
📋
Activities page (/wellness/wander/activities) — list of wander activities
➤ Wander Activities
  1. Open /wellness/wander/activities
  2. Verify a list or grid of Wander-specific activities loads
  3. Verify no blank screen or errors
+ Add Note
🚶
Real World (/wellness/wander/real-world) — real-world walking features
➤ Real World
  1. Open /wellness/wander/real-world
  2. Verify the page loads and displays real-world walking features or content
  3. Verify no blank screen or errors
+ Add Note
🗺️
State Explorer (/state-explorer) — all 50 states with animals and activities
➤ State Explorer
  1. Open /state-explorer
  2. Verify all 50 states are shown
  3. Click any state — verify detail view shows state animal, quote, and activities
  4. Navigate back to the full list — verify it returns cleanly
+ Add Note

💬 Your thoughts on Wander & Exploration

Did the exploration features make you want to keep going?
Was the State Explorer interesting to browse?
Could you figure out what to do without instructions?
Did exploring feel rewarding?
Any features you expected but didn't find?
Provider / Coach Tests
6
Provider Dashboard
Coach dashboard, client management, cohort metrics, outreach templates
Provider
Provider dashboard requires a provider account on voyagerwellness.org. For layout testing only, the demo site at wellnesspathfinder.vercel.app/provider/dashboard can be used. The dashboard shows cohort metrics, practice breakdowns, weekly trends, outreach templates, and client management.
📊
Provider Dashboard Overview tab — cohort metrics (Total Clients, Active, Engagement, Avg Mood)
➤ Provider Dashboard (demo layout)
  1. Navigate to /provider/dashboard
  2. Verify "Provider Dashboard" heading is visible
  3. Verify the Overview tab shows cohort metric cards: Total Clients, Active, Engagement, Avg Mood
  4. If no clients yet, verify the empty state is shown cleanly (no crash)
+ Add Note
👥
Clients tab — list with practice count alongside sessions (e.g., "12 sessions · 8 practices"), drill-in
  1. Click the "Clients" tab in the provider dashboard
  2. Verify client list appears (or empty state if none connected)
  3. If clients exist: verify each row shows both session count and practice count (e.g., "12 sessions · 8 practices")
  4. Click a client — verify detail view loads
  5. Click Back — verify client list reappears
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🎯
Client detail — practice breakdown (practices with emoji + count), goal completion, conversation starters
  1. In the Clients tab, click a client with activity data
  2. Verify practice breakdown section shows practices used with emoji and count (e.g., "💨 Box Breathing ×5")
  3. Verify goal completion rate is shown (e.g., "3/7 days")
  4. Verify conversation starters section shows 1–3 suggested talking points
  5. If client has no data, verify empty states show gracefully
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📈
Weekly trend chart + outreach templates (gentle check-in, celebrate progress, re-engage)
  1. On the Overview tab, look for the weekly mood trend chart
  2. Verify it shows up to 4 weeks of data (or empty state if new)
  3. Look for outreach templates section — verify 3 template types: gentle check-in, celebrate progress, re-engage
  4. Verify templates are readable and copy-able or expandable
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🗑️
Remove client — confirm dialog (Remove → "Remove this client?" → Yes / Cancel)
  1. Open a client's detail view
  2. Click the "Remove" button
  3. Verify a confirmation dialog appears with text like "Remove this client?"
  4. Click Cancel — verify the dialog dismisses without removing the client
  5. (Optional) Click Yes on a test client — verify removal from the list
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📬
Provider invite link — generate and share
➤ Provider Onboarding (demo)
  1. In the provider dashboard or onboarding, find the "Generate invite link" option
  2. Generate a link — verify a shareable URL appears
  3. Copy the link — verify the copy action works
  4. Optionally open in a new window — verify it leads to a valid invite acceptance page
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←
Navigation — back button works, URL updates correctly
  1. From the provider dashboard, use the back button or any back link
  2. Verify navigation returns cleanly (no crash, no stuck loading)
  3. Verify the URL updates correctly at each step
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💬 Your thoughts on the Provider Dashboard

Does the dashboard give you what you need about your clients?
Would you recommend this tool to a colleague?
Is the layout easy to scan quickly?
How does this compare to other client management tools?
What additional data or features would make the provider dashboard more useful?
🐑✨
Overall Experience
One last set of questions — your big-picture impressions
How likely are you to recommend Voyager Wellness Pathfinder to a friend or colleague?
Not likelyVery likely
Overall, how satisfied are you with the experience?
What did you love most?
What needs the most improvement?
Would you come back and use this again?