Coach OS Overview

This page introduces the Coach OS platform—BTS’s backend system for managing coaching programmes. It covers scheduling, communications, payments, pod/1:1 session support, and integration with Momenta.

Coach OS is a participant and coach management system used to:

• Schedule sessions and manage calendars
• Facilitate participant communications
• Administer coach payments
• Track engagement and attendance
• Support pod and 1:1 session types
• Integrate with Momenta for multi-platform solutions

The hierarchy of Coach OS is structured as follows:

1. Company: The client entity.
2. Project: Created under a Company.
3. Cohort(s): Groups of participants linked to a Project.
4. Users: Individual participants uploaded into a Cohort.
5. Pathways: Individual journeys for each User, pulling activities and content from the Programme. Users can have multiple pathways.

• Journeys with coaching in Momenta automatically create a linked Programme and Project in Coach OS.
• Programmes are the equivalent of Journeys on Momenta.
• Projects exist in Coach OS but have no Momenta equivalent.
• Cohorts must be created in both Momenta and Coach OS.
• Users must be uploaded in both systems for full integration.
• Synced elements are visually marked:
  • Momenta icon in Coach OS
  • Coach icon in Momenta

When you log in, the default Dashboard displays:

• Recent Work: Last visited pages
• Users: Search participants by name or email
• Cohorts: Search, pin, and quick access to cohorts

Beyond the defaults, you can customise your dashboard by adding up to three additional quick-access blocks.

Coach OS also includes navigation menus:

• Left collapsible menu: Administrative options and pinned cohorts
• Top menu bar: Includes Coaches, Dashboard, Programmes, Events, and—if permitted—the Coach UI (participant-facing view)

• How to add a Company
• How to add a Project
• How to add a Cohort

• Coach OS Architecture

• Dashboard Overview

• User Block

• Cohort Block

• Menu Navigation

• Integration markers with Momenta