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# Completing a session

Some sessions need to be closed by hand: an appointment that wasn't recorded, an in-person or phone session to confirm, an absent client, or a summary you want to freeze earlier. Klarity distinguishes several gestures — marking a session as **held**, marking it as a **no-show**, **reopening** it in case of a mistake, or **locking** its summary.

# Understanding the closing actions

These actions are available in two complementary places:

- The **banner** at the top of the page, which offers the most expected action for the state (for example **Finalize manually** on a session left as **To finalize**).
- The **More actions** menu (the three dots, top right), which gathers **Mark as held**, **Mark as no-show** and **Reopen session** when they apply.

| None of these actions sends an email to the client. They serve to record what actually happened, so the session is correctly classified and, where relevant, added to the memory.

# Marking a session as held

Use **Mark as held** (**More actions** menu) for a session that did take place but that Klarity didn't record — an in-person meeting, a phone call, or an uncaptured video call. A **Mark session as held** popup opens:

1. Confirm the actual **Date** and **Time** (pre-filled) — you can't set a moment in the future.
2. Optionally add debrief **Notes** (optional — you can also complete them later).
3. Click **Confirm**: the session becomes a **manual session** in raw storage. It switches to the **Notes** tab, where you'll then be able to generate an AI summary.

On a session left as **To finalize**, the banner directly offers **Finalize manually**, which produces the same result.

# Marking a no-show

If the client didn't attend, use **Mark as no-show** (**More actions** menu or the **No-show** button in the banner). After confirmation, the session moves to the **No-show** state: it stays as a record of the appointment but is **excluded from the client's memory**, and no email is sent.

# Reopening a closed session

Completed or marked a session as a no-show by mistake? As long as no summary has been generated, **Reopen session** (**More actions** menu) brings it back to the **Scheduled** state so you can close it differently. It stays manual — automatic recording is not resumed.

# Locking the summary

As long as a recorded session is **Summary ready · editable**, you can still enrich it. The **Lock now** action (banner) freezes the summary without waiting for the deadline: the session moves to **Summary locked** and the validated content enters the client's **memory** for good. Otherwise, locking is **automatic** when the enrichment window expires.

|| After locking, the summary can no longer be edited. Any new note becomes a standalone annotation in the client file.

| 💡 **Tip:** review the summary and add your enrichments **before** locking — it's the last chance to amend the session's summary.

# Related articles
- The lifecycle of a session
- Enriching a session
- The AI-generated session summary