Client Follow-up - FITsociety Developer APIs

This workflow helps a coach find the right client context before writing a follow-up message or note. It is useful after missed sessions, low activity, or manual coach review.

Required access

Module	Why
`clients`	Search and identify the client.
`bookings`	Review recent attendance and cancellations.
`client_notes`	Read or create coaching notes. Requires private communication consent.

If the assistant should write a note, the grant must also allow the create_client_note write tool.

Example prompt

Find Sarah Jenkins, review her recent bookings, and draft a short follow-up note
for the coach. Do not create the note until I approve it.

Typical tool sequence

search_clients to find the client.
get_client to confirm the profile.
list_bookings or summarize_client_adherence to review recent activity.
list_client_notes when private communication consent is granted.
create_client_note only if write access is enabled and the coach confirms.

Safe operating pattern

Start with read-only tools. Ask the coach to review the suggested note before calling create_client_note.

Output to expect

The assistant should return:

the matched client
the relevant attendance summary
any important recent notes it was allowed to read
a proposed follow-up note
a clear confirmation step before creating anything