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Sharing consult summaries with clients

Written by Sven Poppelmann
Updated today

After a consult session, you can share the summary with your client via a shareable link. This gives them access to the session overview without needing a Farmwalk account.

How to share

  1. Open the completed consult session

  2. Click the Share button

  3. Farmwalk generates a unique shareable link

  4. Send the link to your client via email or message

What the client sees

The shared link opens a read-only view of the session summary, including the executive summary, key points, follow-ups, and risks. The client can review what was discussed without needing to log in.

Tips

  • Review the summary before sharing - make sure all AI-generated content is accurate

  • Share links are unique to each session - you can generate separate links as needed

  • Sharing a summary doesn't give the recipient access to any other farm data

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