A session type is a reusable template that describes a coaching format: its name, duration, price, mode and location, and what Klarity triggers automatically after the session. It speeds up appointment creation and structures your booking page.

Understanding session types

Each type you create can be offered on your public booking page and serves as the basis for creating a session manually. The form is organized into sections: Basic information, Duration, Pricing, Mode & location, Smart processing after the session, Automatic reminders, Public availability and, if the type is visible online, Booking form.

Creating a type

1. In Agenda › Session types, click Add a type.
2. Fill in the Basic information section: Name (e.g. "Follow-up session"), a short Description, Icon and Accent color.
3. In Duration, choose a preset duration or "Custom" (5 to 240 minutes).
4. In Pricing, choose Free or Paid (amount + payment method). Payment isn't handled by Klarity: the price is purely informational.
5. In Mode & location, choose the Default mode (Video, In person, By phone or Client's choice) and, for video, the Video platform. With Client's choice, it's the client who decides video or in person at booking time.
6. Set the Smart processing after the session (pre-session briefing, smart client memory, report draft…) and the Automatic reminders if needed. The Record audio and generate a summary option can be unchecked for formats with no coaching content (a simple admin call, for example): the session will then be neither recorded nor summarized. On the reminders side, an immediate confirmation email goes out as soon as the booking is made (can't be disabled); you can also turn on an email reminder before the session and choose its lead time (2 days before by default).
7. In Public availability, keep Visible on my public booking page checked so it's bookable online. If you uncheck it, the type stays usable for manually created sessions but won't appear on your public page (and the audience and form settings below disappear, since they only concern online booking).
8. Still in Public availability (shown only if the type is public), set Who can book this type?: Anyone (open to everyone, including new contacts), Existing clients (at least one past session with you, of any type) or Having done this type (at least one past session of this specific type). A client who doesn't meet the condition can't book this type.
9. In Booking form (shown only if the type is public), choose which fields the client fills in when booking. Name, email and gender are always required; you can make Phone number and Notes / Comments required, optional or hidden, and add your own Custom questions.
10. Click Create. The type appears in the list and, if it's visible, on your public page.

AI settings for the session type

The Smart processing after the session section doesn't just drive the summary: it's also where you set the AI preparation ahead of each session of this type. The options depend on the type's modality.

Individual type

• Automatic pre-session briefing — Recommended for follow-up sessions. Off by default for discovery sessions. Once enabled, Klarity prepares a briefing before each session of this type, from the client's history.
• Pre-session questionnaire for the coach — For your eyes only — never sent to the client. 3 to 5 targeted questions before each session. This questionnaire is included in the briefing: enable the automatic pre-session briefing above first to be able to add it.
• Pre-session briefing template — the selector for the template that structures the core of the briefing for this type. Applies to the next briefing generation — briefings already generated are not regenerated. With no selection, the type uses the practice's default briefing template, then Klarity's standard outline.

Group type

• Automatic group briefing — Prepares each group session with a collective briefing, generated after the previous session. Off by default — adds an AI processing step to every session of the group. This is an opt-in option: it stays off until you enable it.
• Once the group briefing is enabled, you get the pre-session questionnaire and the pre-session briefing template (collective modality), on the same principle as for an individual type.

Editing, reordering, deleting

• Editing a type opens its full form; drag a row to reorder types — the order is reflected on your public page.
• Deleting a type: past sessions of this type are kept, but no future session will be able to use it anymore.

Related articles

• Customize your AI templates
• The pre-session briefing
• Setting up video links
• Activating and sharing your public booking page
• Creating a session manually

Updated on: 08/09/2026