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.

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

Updated on: 08/09/2026