This article explains how to add coaching sessions or pods to a Momenta journey using the integrated CoachOS scheduling flow. It also includes configuration for the Coach Feedback Questionnaire, which is managed within the CoachOS platform.
- Add Coaching Sessions to Your Journey
- Open vs Closed Pods & Workshop Sessions
- Coach Feedback Questionnaire
- Visual Aids
Add Coaching Sessions to Your Journey
- Enter your journey and go to the Journey Flow tab.
- Find the module where you want to add the session and click the three dots.
- Select Add Activity → scroll to Session Booking.
- Fill in the session title and indicate if it is virtual.
- Choose the appropriate Session Type from the dropdown.
- Optionally, enter the session duration.
- Click Save, then Save and Publish your journey.
This process applies to both individual coaching sessions and pod sessions.
Open vs Closed Pods & Workshop Sessions
Closed Pods
- Participants are pre-assigned to groups and time slots
- Calls are scheduled by the deployment team during the upload process
Open Pods
- Participants can choose a time slot when visiting their journey
- Session availability is shown in real-time
Workshops
- Workshop sessions are for large group scheduling
- They can also be set as open or closed
- Note: Face-to-face workshops are not supported in Momenta
Coach Feedback Questionnaire
The Coach Feedback Questionnaire is managed entirely in CoachOS. It is not a visible element in Momenta but is delivered to participants via a unique email link.
Steps to Add the Feedback Survey:
- Log in to CoachOS and search for the relevant program under “Programmes”
- Click into the program → select Add Activity
- Choose the activity type: Feedback
- Ensure the Feedback Notification setting is enabled at the cohort or project level
Notes:
- No participant login is required to complete the feedback survey
- Participants will receive the link via email
- Coordinate with the Operations team to ensure all notification settings are correctly configured
Visual Aids
Session Booking Module
Add Feedback Survey - Coach OS
Coach OS Feedback Mailer
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