🤝 Coach Matching Journey
This journey documents how learners are matched with coaches after completing onboarding, and how to review, accept, or request a different match.
Interactive Flow Diagram
Click any step to see detailed information, connected features, and API endpoints.
🤝Learner Journey
Coach Matching Journey
How learners are matched with coaches and how to review, accept, or request a different match.
🔍Algorithm Execution
Onboarding CompletedLearner
🔄
Trigger Matching AlgorithmSystem
🔌
Calculate Match ScoresSystem
Select Primary MatchSystem
👀Review Match
Send Match NotificationSystem → Learner
⚡
View Match Results PageLearner
⚡
Review Coach ProfileLearner
🔌
✅Decision
Evaluate Match QualityLearner
Accept MatchLearner
🔌
Request Different MatchLearner
View Alternative MatchesSystem
Select Alternative CoachLearner
🎯Confirmation
Coach Assignment ConfirmedSystem
Session Booking EnabledLearner
⚡
Legend:
User Action
Decision Point
System Action
Notification
Milestone
Journey Summary
| Attribute | Value |
|---|---|
| Actors | Learner, System, Matching Algorithm |
| Entry Point | Onboarding completion |
| Exit Point | Coach assigned, session booking enabled |
| Typical Duration | 5-15 minutes (review time) |
| Steps | 13 |
Phase Breakdown
Phase 1: Algorithm Execution
The system automatically matches coaches to learners:
- Onboarding completed - Survey data available
- Trigger matching algorithm - System runs matching logic
- Calculate match scores - Compatibility scoring
- Select primary match - Best match identified
Phase 2: Review Match
Learner reviews the match results:
- Receive notification - Match ready notification
- View match results - Navigate to matching page
- Review coach profile - Detailed coach information
Phase 3: Decision
Learner makes a decision:
- Evaluate match - Consider compatibility
- Accept match OR Request different - Decision point
- View alternatives (if requested) - See other options
- Select alternative (if applicable) - Choose from pool
Phase 4: Confirmation
Coach assignment is confirmed:
- Coach assigned - System confirms assignment
- Session booking enabled - Ready to book sessions
Matching Algorithm
The coach matching algorithm considers multiple factors:
Primary Factors
- Survey Responses: Goals, preferences, coaching style
- Language Requirements: Must match learner's language
- Availability Overlap: Compatible time zones and schedules
- Expertise Alignment: Coach specializations match learner goals
Secondary Factors
- Coach Capacity: Current workload and availability
- Geographic Considerations: Time zone compatibility
- Previous Ratings: Coach performance history (if available)
- Program Requirements: Specific program needs
Match Score Calculation
The algorithm generates a compatibility score based on:
- Goal alignment (weighted)
- Style compatibility
- Availability match
- Language match
- Overall fit percentage
Key Integration Points
External Services
- Matching Algorithm: Custom algorithm in backend
- Notification System: Email/in-app notifications
Internal APIs
POST /coaches/match-coach-with-user- Execute matchingGET /coaches/:id- Get coach detailsPUT /users/:id- Assign coach to userGET /coaches/matchings/:userId- Get match results
Frontend Components
CoachMatchingResultCard- Match display componentCoachMatchingCoachCard- Coach profile cardMatchCoachToUserInfo- Match information display
Decision Points
Accepting the Match
If the match looks good:
- Click "Accept Match" button
- Coach is immediately assigned
- Session booking becomes available
- Confirmation notification sent
Requesting Alternatives
If you want to see other options:
- Click "Request Different Match"
- System shows pool of alternative coaches
- Compare match scores and profiles
- Select preferred alternative
- Coach assignment updated
Match Quality Indicators
When reviewing a match, consider:
| Indicator | What to Look For |
|---|---|
| Match Score | Higher = better compatibility |
| Expertise Match | Coach's skills align with your goals |
| Language | Coach speaks your preferred language |
| Availability | Compatible time slots available |
| Style Fit | Coaching approach matches preferences |
Related Documentation
- Onboarding Journey - What happens before matching
- Session Booking Journey - What happens after matching
- Individual Coaching Feature - Coaching features
- API Reference - Backend endpoints
Tips for Learners
- Be Specific in Survey: The more detailed your survey responses, the better the match
- Review Thoroughly: Take time to review coach profile before accepting
- Consider Alternatives: Don't hesitate to request alternatives if unsure
- Check Availability: Ensure coach's schedule works for you
- Trust the Process: The algorithm considers many factors for optimal matching