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# The end-of-engagement booklet

| Feature available on the **Signature** plan (unlocked during the free trial).

The end-of-engagement booklet is a **premium PDF** you offer a client at the end of their journey: the AI writes it from their full memory (session summaries, commitments, themes, goals), you review it, brand it, then download it and hand it over yourself.

# Understanding the booklet

The booklet retraces the path your client has travelled: progress, common thread, milestones, topics worked on, commitments and recommendations for what comes next. The AI writes it in one pass from the **memory** built up session after session — the better documented the engagement, the richer the booklet.

Everything happens in the **Booklets** tab of the client record. Each booklet appears there with its status: **Generating** (AI writing), **Draft** (ready to review and edit), **PDF ready** (downloadable) or **Failed**. The row also shows the period covered and the generation date ("Generated on {date} at {time}").

|| The booklet is part of the **Signature** plan. On another plan, the tab presents the feature with an **Unlock** button leading to the plans grid. During your **trial**, it is available whatever plan you are considering.

| Klarity **never** sends the booklet to the client: you download it and hand it over through the channel of your choice. For a client followed in French, the AI writes using the formal or informal address set in the **Wording** field of the **AI writing** card (client record › **Settings** tab); in other languages, the booklet is automatically written in the client's language.

# Generating a booklet

1. On the client record, open the **Booklets** tab and click **Generate a booklet**. The **New end-of-engagement booklet** dialog opens.
2. **Start session** and **End session** — set the period covered (only **completed** sessions in that range feed the booklet). Leave **Whole engagement** to cover the full journey. Inverted combinations are automatically disabled: the end cannot come before the start.
3. **Content template** — the editorial structure of the booklet (sections and writing style). **Standard model** fits most cases; if you have created your own booklet templates in **Settings › AI templates**, they appear here, with your default template preselected.
4. **Depth** — sets the level of detail and length: **Concise**, **Standard** or **Deep** (the default, which also enables the analytical sections such as the common thread and excerpts).
5. **Emphasis (optional)** — steers the focus of the writing: **Progress & results**, **Skills acquired**, **Relational dynamics**, **Autonomy gained**, **Recommendations**. Leave empty for balanced coverage.
6. Click **Generate draft**. Writing starts in the background: a waiting screen details the steps (reading the memory, structuring the outline, writing, laying out) and the booklet is usually ready within **one to two minutes**.
   

| You can leave the page while it generates: the booklet keeps writing itself and its status switches to **Draft** on its own in the **Booklets** tab.

Two special cases at launch:

- **No completed session** — the dialog tells you: a booklet is generated from past sessions. Come back after the first completed sessions.
- **Generation failure** — the booklet switches to **Failed** with the cause (for example no session with a summary in the period, or an interrupted writing pass) and a **Retry** button.

| If the chosen period contains few sessions, a warning tells you the booklet will be brief — widen the period for richer content.

# Reviewing and editing the draft

Click a booklet to open its **editor**: the content on the left, a preview on the right.

- **Booklet title** — the heading that will appear on the cover. It is required to generate the PDF.
- **Sections** — the booklet is split into collapsible sections (**Expand all** / **Collapse all**). For each one you can change its **heading**, rewrite its content, **hide** it (eye icon — it is marked **Hidden** and left out of the PDF) or move it with the up/down arrows.
- **Formatting** — text is edited rich: bold, highlight, bullet lists, quotes, colored callouts and links. A character counter sits under each section.
- **Autosave** — there is no Save button: the indicator at the top switches from **Saving…** to **Saved · {time}**. On failure, a **Retry** button appears, and a confirmation holds you back if you leave with unsaved changes.

|| The editor's **Content template** selector lets you **Regenerate** the booklet on another structure. Careful: a fresh version is written from scratch — the current content and **your edits are not carried over**.

| The right-hand preview is **indicative**: it shows the content, not the final layout — the real rendering (cover, table of contents, pagination) applies to the PDF.

# Customizing the look

- **Template** — the visual style of the PDF, from five options: **Sober**, **Warm**, **Corporate**, **Editorial** and **Minimal**. Change it directly in the editor (thumbnails), or set your **Default template** in **Settings › Booklet**.
- **Accent color** — the color applied to the cover and headings, in **Settings › Booklet**.
- **Logo** — the **Show the organization logo** option (**Settings › Booklet**) places your logo at the top of the booklet. The logo itself is added in **Settings › Organization** (upload with cropping, like the profile photo).

# Generating the PDF and handing it over

1. Once the content is reviewed, click **Generate the PDF** (top right of the editor). Rendering takes a few moments, then a **Your PDF is ready.** message confirms.
2. The booklet switches to **PDF ready**: download it via **Download**, from the editor or the list row.
3. Hand the file to your client through the channel of your choice — personal email, print, in person.

| If you edit the content after a first render, the button becomes **Regenerate the PDF**: run it again so the downloaded file reflects your latest changes.

# Deleting a booklet

From the **⋯** menu on the row (or in the editor), choose **Delete the booklet**, then confirm with **Delete permanently**.

||| Deleting a booklet is **permanent and irreversible**: the draft and its PDF are erased. It does not affect the client's memory in any way — you can generate a new booklet at any time.

| 💡 **Tip:** generate the booklet a few days **before** the last session: you can review it calmly, then hand it to the client during the closing session — a real moment of recognition for the journey.

# Related articles
- The client record in detail
- The client memory
- Customizing your AI templates
- The plans: Starter, Professional, Signature