Kerstara product guide

Decide what belongs in the workspace.

Client organization works best when each detail has a clear purpose. Make deliberate choices about notes, optional AI requests, support messages and account controls.

Updated October 19, 2026 · Kerstara Client Studio

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Choose the minimum useful context

Before adding a detail, ask what task it supports. A preferred appointment time helps with scheduling. A contact method helps with follow-up. Information unrelated to the service relationship may not belong in the workspace.

Use clear summaries and revisit old notes when circumstances change. A historical preference should not silently become a current instruction. Distinguish what a client told you from your interpretation and correct inaccurate details with the applicable editing tools.

Treat optional AI requests as a separate choice

Review the context selected or supplied for an AI request. A wording task may need the service, tone and next action without a detailed history. Select context deliberately rather than including everything because it is available.

The Privacy Policy explains information handled by Kerstara and its providers. Device storage, cloud account features and optional AI processing are different data flows. If your work restricts external processing, establish that the available service and agreements support those restrictions before sending that information.

Review the output and the destination

Check every name, date and factual statement in an assisted draft. Remove context the recipient does not need. Confirm the intended recipient in your chosen messaging or email application before sending.

An assisted draft does not transfer your professional judgment to an AI system. You remain responsible for the wording and for deciding whether to send it. Verify promises about outcomes, availability and policies against the facts.

Keep support requests focused

Include the app version, device model, steps taken, expected result and actual result. These details usually help more than a screenshot of a complete client record. Redact identifying or unrelated information from attachments you choose to send.

Never send passwords, verification codes or full payment-card details. For purchases, identify the product and describe the access issue. Apple handles App Store billing and refund decisions.

Use account controls deliberately

Use available in-app controls and the account deletion instructions for support-assisted requests. Cancel an Apple subscription separately if you do not want it to renew; deleting account information does not itself cancel App Store billing.

Professional Care and privacy-oriented features do not by themselves establish HIPAA compliance. Suitability for a regulated practice depends on the actual service, agreements, configuration and operating procedures. Contact Kerstara with your specific workflow. This product guide does not certify a practice or provide a compliance determination.

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