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🤝 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​

AttributeValue
ActorsLearner, System, Matching Algorithm
Entry PointOnboarding completion
Exit PointCoach assigned, session booking enabled
Typical Duration5-15 minutes (review time)
Steps13

Phase Breakdown​

Phase 1: Algorithm Execution​

The system automatically matches coaches to learners:

  1. Onboarding completed - Survey data available
  2. Trigger matching algorithm - System runs matching logic
  3. Calculate match scores - Compatibility scoring
  4. Select primary match - Best match identified

Phase 2: Review Match​

Learner reviews the match results:

  1. Receive notification - Match ready notification
  2. View match results - Navigate to matching page
  3. Review coach profile - Detailed coach information

Phase 3: Decision​

Learner makes a decision:

  1. Evaluate match - Consider compatibility
  2. Accept match OR Request different - Decision point
  3. View alternatives (if requested) - See other options
  4. Select alternative (if applicable) - Choose from pool

Phase 4: Confirmation​

Coach assignment is confirmed:

  1. Coach assigned - System confirms assignment
  2. 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 matching
  • GET /coaches/:id - Get coach details
  • PUT /users/:id - Assign coach to user
  • GET /coaches/matchings/:userId - Get match results

Frontend Components​

  • CoachMatchingResultCard - Match display component
  • CoachMatchingCoachCard - Coach profile card
  • MatchCoachToUserInfo - Match information display

Decision Points​

Accepting the Match​

If the match looks good:

  1. Click "Accept Match" button
  2. Coach is immediately assigned
  3. Session booking becomes available
  4. Confirmation notification sent

Requesting Alternatives​

If you want to see other options:

  1. Click "Request Different Match"
  2. System shows pool of alternative coaches
  3. Compare match scores and profiles
  4. Select preferred alternative
  5. Coach assignment updated

Match Quality Indicators​

When reviewing a match, consider:

IndicatorWhat to Look For
Match ScoreHigher = better compatibility
Expertise MatchCoach's skills align with your goals
LanguageCoach speaks your preferred language
AvailabilityCompatible time slots available
Style FitCoaching approach matches preferences


Tips for Learners​

  1. Be Specific in Survey: The more detailed your survey responses, the better the match
  2. Review Thoroughly: Take time to review coach profile before accepting
  3. Consider Alternatives: Don't hesitate to request alternatives if unsure
  4. Check Availability: Ensure coach's schedule works for you
  5. Trust the Process: The algorithm considers many factors for optimal matching

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