The client record is the starting point of every coaching journey in Klarity. Create one as soon as a new client comes on board: session after session, it will hold their appointments, your notes and the smart memory of their coaching.

Understanding the client record

A client record gathers the person's information (identity, contact, tags) and serves as the foundation for everything else: session scheduling, history, GDPR consent, and the memory the AI builds over time. You only need the essentials to get started — everything else can be filled in later from the record.

Steps

1. In My clients, click New client. A side panel opens.
2. Fill in the required fields — First name, Last name, Email, Gender and Communication language — then, if you wish, the optional fields: Phone, Date of birth, Coaching start date and Tags.
3. Click Create client. The record is created and opens, ready to hold sessions and notes.

Consent

Depending on your settings, the consent link may be sent automatically when the record is created. Otherwise, you'll send it later from the record via Resend consent link. Until consent is granted, no audio recording is triggered.

The client has already given consent (in person)

The creation panel offers a collapsed section Consent already collected (in person). Expand it if you gathered the agreement face-to-face: check I attest that I collected the client's consent, specify whether it was obtained verbally or in writing, and add a note if needed. Recording is then authorized right away, without waiting for the client to click the email link.

Related articles

• The client record in detail
• Navigating the clients list

Updated on: 18/07/2026