Articles on: Clients

Navigating the clients list

The My clients page brings together all of your clients. It lets you quickly find any client, open their record, create a new one, or import your entire list at once.

Understanding the list

Each row shows the Client (name, email, tags), their Consent, the number of Sessions, their Last session and their Next. It's your overview: sorting, search and filters work together to surface the right clients at the right moment.

Search, filter, sort

Search — type a name, an email or a tag in the search field.
Filters — refine the display by consent (Consent OK, Pending, Refused, Withdrawn, To send) or by activity (Active, Dormant 3+ months).
Archived — by default, only your Active clients are shown. Switch to Archived to see only frozen clients, or to All (incl. archived) to display everything.
Tags — filter on one or several themes.
Sort — click a column header to sort; click again to reverse the order.
Reset — clears the search and filters.

Opening a record

Click a row — or the chevron › at the end of the row — to open the client's record.

Archiving a client

A client you no longer coach can be archived (frozen): they leave your active clients, the Memory Chat and your statistics, but their data and history are kept and you can reactivate them at any time. Archived clients carry an Archived badge and appear dimmed.

To archive from the list, open the menu at the end of the row and choose Archive this client (or do it from the record). To reactivate, filter on Archived, open the row's menu and choose Unarchive this client.

Unarchiving is subject to your plan's active-client cap. If the limit is reached, Klarity lets you know and offers to archive another client or upgrade to a higher plan.

Acting on several clients at once

The Select button at the top of the list turns on selection mode: a checkbox appears on each row and an action bar is displayed.

Check the clients you want, or check the header box to select the page. A link then offers to select the N clients matching your filters, beyond the displayed page.
In the action bar, choose Archive, Unarchive or Add tag. The Add tag option opens an input: tags are added to each client's existing tags, without removing anything.
Exit selection closes the mode and clears the selection.

The selection is kept when you change pages, but is cleared as soon as you change the search or a filter. When unarchiving in bulk, some clients may not be reactivated if your plan's cap is exceeded — Klarity tells you.

Adding or importing clients

Two actions are available at the top of the page:

New client — creates a record manually (see the dedicated article).
Import clients — brings over your entire directory from a CSV, XLSX or XLS file exported from your previous tool or a spreadsheet.

Clients from the demo data carry a Demo badge in the list. You can delete them at any time from your settings.

💡 Tip: on mobile, the list is shown as cards; search and filters stay accessible from the Filters button.

Updated on: 18/07/2026

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