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Articles on:Account & profile
Coach profile, organization and app preferences.

Categories

  • Getting started with Klarity
  • Agenda & appointments
  • Clients
  • Sessions
  • Memory Chat
  • Tasks
  • Notifications
  • Consent & GDPR
  • Account & profile
  • Subscription & billing
  • Security & privacy
  • Ideas & Roadmap
  • Troubleshooting / FAQ
Profile & organization
  • Complete your coach profile
    Set your headline, specialties, photo, banner, payment methods and languages on your public Klarity profile, the storefront of your booking page.Few readers
  • Organization & address
    Set your organization's name and professional address in Klarity, useful for in-person sessions and your booking page.Few readers
Preferences
  • Configure your sessions & memory
    Configure session recording, consent, briefing and Klarity's smart memory from the Sessions & memory settings.Few readers
  • Manage your tags
    Rename, merge or delete your client tags in Klarity to keep a clean and consistent organization.Few readers
  • Customize your AI templates
    Create AI templates in Klarity: a framework of sections and context that shapes your session summaries and report emails.Few readers
  • Collect Google reviews automatically
    Add a \"Leave a Google review\" button to the Klarity report email to collect reviews after every session.Few readers
Security
  • Account security (password, email)
    Change the password and login email of your Klarity account, and reset your password if you forget it.Few readers

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