> ## 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).

# Prepare a scheduled session

As soon as a session is **scheduled**, Klarity builds a full **Preparation** view: the pre-session briefing, the client's reference points, their objectives in progress and their last session, all in one place. You arrive prepared without rereading the whole history.

# Understanding the Preparation view

The Preparation view appears on any session that's still **Scheduled**. It stacks several cards, top to bottom:

- **Pre-session briefing** — the AI summary of where the client stands;
- **Client at a glance** — the key facts from the client record;
- **Objectives in progress** — the active objectives and their targets;
- **Last session** — a recap of the previous session;
- **Latest quiz answers** — the client's answers to their post-session quiz (Signature plan);
- at the bottom, a direct entry to **Memory Chat** already focused on this client.

Each card only appears when its content exists. Once the session is captured and finalized, this view gives way to the summary and post-session deliverables.

# The pre-session briefing

The **Pre-session briefing** card (subtitle "AI summary of where the client stands.") shows the **"generated {date}"** label telling you when the preparation was produced.

## Generated automatically

There's **no button to press**: the briefing is produced **automatically**, at the end of the previous session's processing or the day before the session. Until it's ready, the card reads "The briefing will be generated automatically — at the end of the previous session's processing, or the day before the session.".

Two special display cases:

- if you **rescheduled** the session, an already-prepared briefing may carry the note "Prepared for a previous session — it will be regenerated for this one.";
- if the **automatic briefing is turned off** for this session type, the card reads "Automatic briefing is turned off for this session type — no briefing will be generated.".

The automatic briefing is set **per session type**, through the **Automatic pre-session briefing** option ("Recommended for follow-up sessions. Off by default for discovery sessions."). See Creating and editing a session type.

## What can enrich it

Two extras feed the briefing when they're available:

- your client's **post-session quiz answers** (Signature plan);
- a **"Preparation angles"** section, if you enabled the **Methodology lens** in **Settings › AI personalization**.

## Which template structures the briefing

Below the briefing, the **How this briefing is structured** panel tells you which outline organizes it: your **Pre-session briefing template** ("{name}"), your practice's default template, or Klarity's standard outline if no template is attached to the session type. This panel doesn't appear when the automatic briefing is turned off. You choose a template per session type from **Settings › AI templates**, Briefing tab — see Personalizing your AI templates.

|| A template change applies to the **next generation** — briefings already produced are not regenerated retroactively.

# Client, objectives and last session

Three cards round out the briefing with the essentials of the record:

## Client at a glance

The **Client at a glance** card ("Key facts from the client record.") gathers the **Coaching theme**, **Consent**, the number of **Sessions** (with "last on {date}"), the **Initial objectives** and your **Internal note**. That note stays **Private — never visible to the client.**

## Objectives in progress

The **Objectives in progress** card lists the active objectives, each with its target ("Target: {date}", followed by "— overdue" when relevant). With no active objective, it reads "No objective in progress.".

## Last session

The **Last session** card recaps the previous session and offers the **Open the session** link. If that session has no summary, it reads "No summary available for this session.".

# Latest quiz answers (Signature)

| The **Latest quiz answers** card is a **Signature**-plan exclusive.

This card shows the client's latest answers to their **post-session quiz**, ready for your preparation. If your plan doesn't include it, a preview invites you to move to Signature through an **Unlock** CTA (which leads to your plans, without showing a price). If your plan includes it but no quiz has been answered yet, the card simply stays hidden. See The post-session quiz.

# Group session: preparation at the group level

For a **scheduled group session attached to a group**, preparation happens at the **group** level, not the participants'. There you'll find the **Group briefing**, a **Group at a glance** card (with **Company**, **Coaching since**, **Collective objectives in progress** and the **Open the group record** link) and the group's **Last session**.

|| As an anti-leak principle, group preparation shows **no individual memory content** for a participant: no client reference points, no quiz. A group session **with no group** (ad hoc) has no Preparation view — only the participant list appears.

# Export the briefing

You can take the preparation away as a document, 100% on your device (nothing is sent to a server).

1. On a scheduled session, open the **"…"** menu in the header.
2. Click **Export briefing…** (not to be confused with **Export…**, which exports the post-session summary).
3. In the **Export briefing** dialog, choose a **Format**: **PDF**, **Word** or **Plain text**.
4. Under **What to include**, tick what you want to take away — each option only appears if the content exists: **Include the pre-session briefing**, **Include client reference points** (or **group reference points** for a group session), **Include the last session**, **Include the last answered quiz** (1:1 sessions only), **Include my notes**. Two formatting options complete it: **Show content origin** (AI or coach) and **Add a header with my name**.
5. Click **Download**: the document is generated on your device.

If there's nothing to take away, the dialog reads "Nothing to export for this session yet.".

# Special cases

- **No "generate" button.** The briefing is always produced automatically; you never trigger it by hand.
- **Nothing shows up.** As long as the client's memory is empty, the briefing stays unavailable and the cards fill up session after session.
- **"The preparation view couldn't be loaded".** Your data is safe: check your connection and try again.

| 💡 **Tip:** a few lines of enrichment after each session and an imported history are enough to make the briefings noticeably more useful from your very first appointments.

# Related articles
- Client memory
- The client's trajectory
- The post-session quiz
- Enriching a session
- Configuring your sessions & memory