Additional Flexible Coaching Sessions

• Previously: Coaches could extend individual pathways directly in CoachOS
• Now: All coaching sessions must be predefined at the journey level in Momenta
• Flexible session additions must be handled using separate journeys or cohorts, not per-user customization

• Sessions added directly in CoachOS will not appear in Momenta
• Participants won't see coach availability or be able to cancel/reschedule sessions not linked to Momenta
• Blueprinting (Momenta) and Greying Out (CoachOS) do not sync
• Blueprinting controls what sessions are visible on Momenta
• Greying out controls booking ability in CoachOS
• My Coaching tab shows all session activities—even if blueprinting is applied
• Greyed-out sessions still appear in Momenta but will produce an error when clicked

• Will all users receive the same number of sessions or will this vary?
• Do you know the maximum number of additional sessions approved?
• Will session approvals be done case-by-case, or in bulk?
• What are the billing implications? (e.g., PO approval per participant)
• What is the average session duration?

Use this when:

• You expect participants to stick to their assigned number of sessions
• You want to avoid greying out or removing My Coaching tabs

Steps:

1. Create a separate journey for each configuration (e.g., one with 4 sessions, one with 6)
2. Add placeholders for each flexible coaching session
3. Publish the journeys to generate corresponding CoachOS programs
4. Create cohorts and upload participants to the correct journey
5. Participants select their journey from the dropdown in Momenta

Tip: If a participant needs more sessions later, assign them to a new journey with the additional sessions—they will then see multiple journeys in their dropdown.

Use this when:

• You expect frequent changes in the number of sessions
• You prefer to manage sessions without creating multiple journeys

Steps:

1. Create one journey with the maximum number of sessions needed
2. Blueprint out all but the first session by default
3. Remove the My Coaching tab from the menu
4. Create separate cohorts for each session count (e.g., 1 to 6)
5. Blueprint the correct number of sessions for each cohort
6. Assign users to the correct cohort
7. Optional: Grey out additional sessions in CoachOS pathway for each user

When a user’s session count changes:

1. Move them to the correct cohort in both Momenta and CoachOS
2. Un-greyout any newly unlocked sessions in CoachOS

Pros:

• Less friction for the user (one journey)
• Keeps coaching notes in a single pathway

Cons:

• My Coaching tab must be disabled
• Manual cohort management required across both platforms

Visual Aids

Coach OS View of Greyed Out Session

How to Mark as Greyed Out on Coach OS

Greyed Out Coaching Session - Participant Momenta View