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# Following a client's trajectory: objectives, engagements and check-ins

The **Trajectory** tab of the client record follows a client's progress over time: what they're aiming for, what they committed to do, and where they stand. It's your coaching dashboard, between two sessions as well as across the months.

# Understanding objectives and engagements

Two notions coexist in this tab, and Klarity distinguishes them clearly — a callout reminds you at the top of the tab:

- **Objectives** are the goals of the coaching. **You** set them and refine them, manually.
- **Engagements** are what the client committed to do. They are **detected automatically by the AI** from your sessions; you just follow up on them. So you have nothing to enter: they appear on their own after a captured session.

| A numeric overview of this trajectory (sessions completed, average cadence, engagement honor rate, open engagements) also shows at the top of the **Overview** tab from the first session held.

# Setting the coaching objectives

At the top of the **Objectives** card, the **Reason for coaching** summarizes in a few words why this client comes to you. Click the pencil (or **Add the reason for coaching**) to fill it in — it's free text that only you complete.

1. Click **Add** to create an objective. Fill in its **Statement**, an optional **Due date** and an optional **Progress note**.
2. The objective appears in the list with the **Active** status. The actions menu then lets you **Mark as achieved**, **Abandon**, **Reopen**, **Edit** or **Delete** it.
3. Reorder your active objectives with the **Move up** / **Move down** arrows to bring the current priorities to the top.

| Deleting an objective doesn't touch the linked engagements: they stay in the follow-up.

# Following the engagements detected by the AI

The **Engagements** card lists what the client committed to do, session after session. Each engagement carries, depending on the case, a link to its **Source session**, a **Recurring** badge, and a **Due** date (detected automatically from what was said during the session). An engagement whose due date has passed shows an **Overdue** badge.

The buttons at the top of the card filter the list by status: **To follow**, **Honored**, **Missed**, **Dropped**.

For each engagement to follow, you can:

- Qualify it via the **Status** button: **Mark as honored**, **Mark as missed** or **Drop**. Resolved engagements can be reopened at any time (**Reopen**).
- Click **Add to my tasks** to turn it into a follow-up task. Once converted, the engagement shows **Already in my tasks**.

|| Converting an engagement into a task is part of the **Tasks** feature, included from the **Professional** plan. On the Starter plan, Klarity will offer to upgrade you to a higher plan.

|| If the AI mistakenly turned a remark into an engagement, open the menu and choose **Delete**: the engagement is removed from the follow-up and from the honor-rate calculation, without affecting the session.

# Between-session check-ins

A **check-in** is a short message that Klarity automatically sends the client as an engagement's due date approaches, to ask how it's going. Their reply comes back in the record and enriches their memory: it's a way to keep the connection between two sessions, effortlessly.

This feature is **disabled by default** and is controlled from your settings.

## Enabling check-ins

1. Go to **Settings › Sessions & memory**.
2. Turn on **Between-session check-ins**. Klarity will then send the client a short message near the due date of a dated engagement (reply without an account).
   

## Customizing the message

Under an engagement to follow that has a due date, click **Customize check-in** to write your own message. Left empty, the text of the engagement itself is used as the question.

| A check-in is only sent for an engagement that has a **due date** — that's what triggers the send. Without a detected due date, no message is sent.

## Reading the client's reply

When the client replies, their **Client's reply** shows directly under the engagement. If the AI detects that the engagement was honored or not, it offers an **AI suggestion** that you apply in one click with **Apply** — you stay the decision-maker. Until the client has replied, the engagement shows **Check-in sent, awaiting reply**.

On the client's side, the link opens a simple page, with no account creation: their first name, the engagement concerned and a reply field. Only their first name and that engagement are visible there.

| 💡 **Tip:** enable check-ins for your most independent clients: a light nudge midway is often enough to keep the momentum, and their reply prepares the next session for you.

# Related articles
- The client record in detail
- The client memory
- Understanding your tasks