> ## 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).

# The client record in detail

The client record centralizes everything about a client: their journey, their sessions, their smart memory, your notes and their consent. It's the screen you'll spend the most time on before and after each session.

# Understanding how the record is organized

The record is made of a **header** (identity and main actions) followed by eight **tabs**. The header stays visible whatever tab is open; the tabs, meanwhile, split the information by use. The first three — **Overview**, **Trajectory**, **Memory** — gather everything the AI adds value to.

# The header

Here you find the client's name, their tags, the number of sessions and their coaching start date, along with the main actions:

- **New session** — schedules an appointment with this client.
- **Import history** — brings their pre-Klarity documents into the memory.
- **More actions** (menu) — gives access to **Resend consent link**, **Archive this client** (or **Unarchive this client**) and **Delete this client**.

# The tabs

- **Overview** — the essentials at a glance: the key coaching indicators (sessions completed, average cadence, engagement honor rate, open engagements), the next and last session, the "About" information (including the client's **Company**, if any) and recent activity.
- **Trajectory** — the client's progress across sessions: their coaching **objectives**, the **engagements** detected by the AI and their follow-up, along with between-session check-ins. See the dedicated article.
- **Memory** — the pre-session briefing, the summaries of past sessions and the recurring themes detected by the AI.
- **Sessions** — the full session history, with filters by status, type and dates.
- **Notes** — your private annotations about this client, visible to you only.
- **Booklets** — this client's end-of-engagement booklets: premium PDFs written by the AI from their memory, to customize and download (**Signature** plan). See the dedicated article.
- **Consent** — the consent status, its history and the associated actions: request or resend the link, attest to consent collected offline, **Force consent withdrawal**, and the **Right to complete erasure (GDPR)** (see "Delete, archive or erase" below).
- **Settings** — the personal information, tags, the attachment to a **Company** (with the client's role), the internal note and the **Delete this client** danger zone. For a client followed in **French**, the **AI writing** card there also sets the **Wording** (formal or informal address) used in AI-generated texts for this client (booklet, session report).

# When the client is archived

If you have archived this client, a **This client is archived** banner appears at the top of the record, and an **Archived** badge shows next to their name. The data and history remain viewable, but the client is excluded from the Memory Chat and your statistics. Actions that assume ongoing coaching — **New session**, **Import history**, **Resend consent link** — are disabled while they're archived. To use them again, click **Unarchive** in the banner or the **More actions** menu. Your notes, on the other hand, stay editable.

# Delete, archive or erase a client

Three actions with very different scope coexist — choose based on your need:

- **Archive** (**More actions** menu › **Archive this client**) — the client is **frozen**: removed from your active clients, the Memory Chat and your statistics, and they **no longer count toward your plan's client cap**. Their data and history **are kept** and you can **reactivate them at any time**. This is the default choice for a finished engagement you may want to reopen.
- **Delete** (**Settings** tab › **Delete this client** danger zone) — deletes the record, its sessions, summaries, transcripts and notes. Use it when you no longer need the file.
- **Erase all data (GDPR)** (**Consent** tab › **Right to complete erasure**) — the permanent erasure under the **GDPR right to erasure**, to use when the client **explicitly asks you for it**. Klarity asks you to type their **full name** and to check **The client explicitly requested erasure of their data** before confirming. The operation is logged for audit.

||| Deleting and GDPR erasure are **permanent and irreversible**: all sessions, transcripts, summaries and the intelligent memory disappear. If you might reopen the engagement one day, **archive** rather than delete.

| 💡 **Tip:** when you switch tabs, the display automatically returns to the top — you always start the new tab from the beginning.

# Related articles
- Following a client's trajectory
- The client memory
- The end-of-engagement booklet
- Import a client's history
- Create and manage a company