# Create a fact-find session

**POST /api/v2/fact-find/session**




## Servers
- https://api.plannrcrm.com: https://api.plannrcrm.com ()


## Authentication methods
- Personal access token & O auth2


## Parameters
### Headers

- **X-PLANNR-ACCOUNT-UUID** (string)




### Body: application/json (object)

- **fact_find_template_uuid** (string(uuid))
  The UUID of the fact find template that you would like the client to use.

- **client_uuid** (string(uuid))
  The UUID of the client account to send the fact find request. This must only be individual clients. Cannot be used with circle_uuid.

- **circle_uuid** (string(uuid))
  The UUID of the circle to send the fact find request to. Cannot be used with client_uuid.

- **send_invitation_email** (boolean)
  This controls if an email to the client is sent to invite them to complete a fact find. Set this to false if you are going to send your own invitation.

- **invitation_text** (string)
  The text that will appear in the invitation email sent to the client (if enabled)



## Responses
### 201


#### Body: application/json (object)
- **uuid** (string)

- **created_at** (string)

- **updated_at** (string)

- **status** (string)

- **completed_at** (string)

- **invitation_text** (string)

- **template** (object)

- **latest_file** (object)

- **account** (object)

- **invitation_url** (string)



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