> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.klarity.coach/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Onboarding step by step

On your first sign-in, an assistant guides you step by step to set up the essentials of your Klarity workspace. Expect 3 to 5 minutes.

# Understanding the assistant

Onboarding is **dynamic**: the server decides which steps to show, and the assistant **adapts to your answers**. Some steps only appear if they concern you (for example, the **Video** step only shows if you run sessions remotely). A step bar at the top shows your progress.

| Most steps are required. The optional steps — **Features** and **Calendar** — show a **Skip this step** button in the footer.

|| The assistant is mandatory on first sign-in: there's no button to leave it before the end. Nothing is final, though — everything can be changed afterwards in **Settings**.

# The steps

1. **Get started** — the "Welcome to Klarity" welcome screen sums up the promise in **three pillars** — your sessions **captured and summarized** for you, **a memory for each client**, and **Memory Chat** — then recalls the 14-day free trial. Click **Continue** to move on.
   
2. **Coaching** — under the **Your coaching** heading, indicate your **specialties** and **the people you coach**. These answers personalize your summaries, briefings and memory.
3. **Modalities** — under the **Your modalities** heading, answer two questions shown as tiles: **How do you run your sessions?** (**Video** / **In person**) and **Which formats do you practice?** (**One-to-one** / **Group sessions**). If you tick **Video**, an extra step is inserted right after to choose your platform.
   
4. **Video** *(if you run sessions remotely)* — under the **Your video sessions** heading, choose your **video conferencing platform**: **Google Meet**, **Zoom** or **Microsoft Teams**. With Google Meet, a unique link is generated automatically for each session; for Zoom or Teams, you'll paste your room link into each session type. This step only appears if you ticked **Video** in the previous step.
5. **Practice** — under the **Your practice** heading, indicate your **number of active clients**, **how long you've been coaching**, and the **approaches** you draw on. These details size your workspace and refine your briefings and Memory Chat.
   
6. **Features** — under the **Which features matter to you?** heading, tick the ones that matter most to you (available today or coming soon); this helps us prioritize. **Optional step**: you can click **Skip this step**.
7. **Calendar** — under the **Connect your calendar** heading, connect **Google Calendar** or **Outlook** to sync your appointments and trigger the recording of your video sessions. Optional step: it's the last one, and the **Finish and go to Klarity** button also confirms completion if you don't connect a calendar.

On the last step, the bottom button becomes **Finish and go to Klarity** and takes you to the completion screen.

The completion screen shows **Setup complete**, welcomes you by your first name ("Welcome, {name}"), confirms that **your practice is ready** and that your free trial has started, then invites you to create your first clients and schedule your first session. The **Go to my dashboard** button confirms the end of setup and opens your Dashboard directly.

| Your **public booking page** is off by default. You'll turn it on yourself later from **Agenda › Public booking page** when you're ready to share it.

| 💡 **Tip:** nothing is final. Everything you enter here can be changed afterwards in **Settings**, and you can connect Google Calendar or Outlook later if you skipped the step.

# Related articles
- Complete your coach profile
- Quick tour of the interface