What is Client Memory?
Last updated: June 17, 2026
In one sentence
Client Memory is a short, always-up-to-date summary of what you and a client have worked on together — written by Call-E and shown on the client's page so you never have to re-read old notes before a call.
Why it exists
When you're about to jump on a call with a client you haven't seen in three weeks, you don't want to scroll through every Call Notes document from every past session to remember where you left off. Client Memory does that scrolling for you. It captures the themes, goals, decisions, and open questions from the relationship and keeps them in one place on the client's profile.
It also makes your Call Notes and Call Guidance better. When Call-E writes new notes or prepares guidance for your next call, it uses the Client Memory as background context — so the output is specific to this client's journey, not generic.
Where to find it
Open any client's page. On the right side you'll see a Client Memory panel. Hover over the small info icon in the panel header to see when the memory was last updated. If the client is new, it says "No client memory yet — client memory will appear here after completed appointments."
You'll also see it at the top of every appointment's detail page, in the client card — the same whether the appointment is upcoming, in progress, or already finished. If the memory is long, it shows the first few lines with a Show more link; click it to read the rest, then Show less to collapse it again.
How it updates
Client Memory updates automatically. Every time Call Notes are generated for an appointment with the client, Call-E folds the new information into the existing memory — keeping the good stuff, dropping what's no longer relevant.
You don't need to do anything. Just run your sessions and let the Call Notes generate as usual.
What it captures
- The key topics and themes across your calls
- Goals, needs, and concerns the client has stated
- Decisions and commitments either of you has made
- Relevant personal or professional context they've shared
- Progress since earlier sessions
- Open questions and anything unresolved
What you can't do with it
- You can't edit Client Memory directly. It's written by Call-E based on your Call Notes. If something in it is wrong, the fix is in the underlying Call Notes — correct those and the memory will catch up on the next update.
- You can't see history. The memory always reflects the current state of the relationship, not a log of what it said before.
For admins: shaping what Call-E captures
If you're an Owner or Admin, you can guide what Client Memory focuses on across every client in your organization.
- Open Settings from your profile menu.
- Find Client Memory Instructions.
- Write a few sentences describing what you want the memory to prioritize — for example, "Always capture stated calorie goals, training frequency, and injury history."
These instructions apply to all clients in your organization going forward.