Send coach follow-up request before client session starts

Your client sessions miss a structured post-session intake, leaving coaches without context or follow-up tasks. Coaches get the intake link and client context so they can finish notes same day.

Overview

If coaches are missing post-session context, session notes and client follow-up slip through the cracks. This flow delivers a prefilled intake link and client context to the assigned coach within minutes of the scheduled start, so notes are completed same day and program coordinators keep tracking current.