In-person Sessions
Recording an In-person Session
Computer Recording
- Visit the Klarify website.
- Tap "Record In-Person"
- Assign a client (if this is your second session with them). If it is your first time with a client on Klarify, skip this step.
- Press “Start Recording”. Place computer close to you and your client
- DO NOT TURN SCREEN OFF or let Computer go to “Sleep” mode. Doing so will stop the recording and cause your note to not be created.
- Once done, click the pause button and “Next” or “Save & Finish” if you have already assigned the client
- Assign session to a client and press “Save”
Mobile/Tablet Recording
- Visit the Klarify website, no app downloaded needed.
- Place device between you and client
- Tap "Record In-Person"
- DO NOT TURN SCREEN OFF OR SWITCH OUT OF KLARIFY RECORDING SCREEN. Doing so will stop the recording and cause your note to not be created.
- Once done, tap the stop button, and click “Finish”
- Assign session to a client
- Click “Save”
Important tips:
- Your screen must stay on. This is the most common issue. If your phone screen locks or turns off, the recording stops immediately.
- Before your session, adjust your auto-sleep settings. Set screen timeout to the maximum or "Never."
- On iPhone, stay on the Klarify website. Switching to another app or browser tab stops the recording.
- You can place your phone face down on the table if you're concerned about your client seeing the screen, just keep the screen on.
- Position your device close enough to pick up both your voice and your client's voice clearly.
Common issues:
Problem | Solution |
|---|---|
Recording stopped mid-session | Your screen likely locked or went to sleep. Adjust your auto-sleep settings before your next session. |
Recording stopped when I checked a text | On phones, leaving the Klarify website stops recording. Avoid switching apps during sessions. |
Audio is quiet or hard to hear | Move your device closer to both speakers. Soft-spoken clients may need the device positioned nearer to them. |
Phone call interrupted my recording | Incoming calls will stop your recording. Consider putting your phone on Do Not Disturb mode during sessions. |
"Starting Recording" message is stuck | Exit the recording screen and try again. Repeat until it starts properly. |
Adjusting screen timeout settings:
On iPhone: Settings > Display & Brightness > Auto-Lock > Never
On Android: Settings > Display > Screen timeout > 30 minutes (or maximum available)
On Mac: System Preferences > Battery > Turn display off after > Never
On Windows: Settings > System > Power & sleep > Screen > Never
Updated on: 19/01/2026
Thank you!
