> ## Documentation Index
> Fetch the complete documentation index at: https://docs.fitsociety.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Client Follow-up

> Use FITsociety MCP to prepare a coach follow-up for a client.

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

```text theme={null}
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

1. `search_clients` to find the client.
2. `get_client` to confirm the profile.
3. `list_bookings` or `summarize_client_adherence` to review recent activity.
4. `list_client_notes` when private communication consent is granted.
5. `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