01
One person, one place to look
Keep contact details and birth information together instead of re-entering them for every session.
Client management for astrologers · Notes, life events, family linksEvery client.Their story, together.
For astrologers, numerologists and card readers who want to remember the person behind every reading. Keep client details, notes, files, life events and relationships together in JyotishGrid.
Free includes up to 50 clients. Pro offers unlimited client records.
CLIENT RECORD
Every client has a storyIllustrative client profile
Birth detailsConsultationsSaved charts
Charts, connectedBirth charts · Numerology
01Notes, rememberedContext from each consultation
02Follow-ups, organisedPick up where you left off
03ONE PROFILE. THE WHOLE STORY.
Scroll to explore your toolsYour expertise. Your way of reading.
One profileBirth and contact details together
Notes + filesKeep the consultation in context
Events + relationsRemember the wider client story
01 / WHAT YOU CAN DO
Made for a reading practice.
Your client record sits beside the astrology, numerology and card tools you use, so each follow-up has a starting point.
02
Pick up where you left off
Review the client’s notes, questions and life events before you begin the next reading.
03
Use it across your methods
Work with astrology, numerology or cards while keeping your practice organised around the same client.
01 / Inside the workspace
A complete client profile
Keep the details you need for a reading in one record, ready to use across your specialist tools.
- Name, birth date, birth time and place
- Email, phone numbers and addresses
- Create, review and update client details
02 / Inside the workspace
Find the right client
Search your client list and open the record you need before a consultation.
- Search and browse your client list
- Table and grid views
- Keep contact and birth details easy to reach
03 / Inside the workspace
Notes that stay with the reading
Record the question, your observations and what you discussed. Keep supporting files with the client’s notes.
- Add and edit consultation notes
- Attach supporting files
- Revisit earlier discussions before a follow-up
04 / Inside the workspace
Organise clients with tags
Add labels that make sense for your practice, so your client list is organised around the way you work.
- Create your own tags
- Add or remove tags on a client record
- Group clients with meaningful labels
05 / Inside the workspace
Keep life events in context
Record important events and their dates alongside the client’s story, ready to refer to during your analysis.
- Add events with descriptions
- Record a date or a date range
- Review event history with the client
06 / Inside the workspace
Connect people and relationships
Link family members and other related clients so the relationships discussed in a session remain easy to follow.
- Link spouse, parent, child and other relationships
- Add relationship descriptions
- Keep referral information with the profile
02 / IN YOUR DAILY PRACTICE
Before, during and after the reading.
A simple routine that keeps the next consultation connected to the last one.
- 01
Create or open the profile
Add the client’s birth and contact details, or find their existing record.
- 02
Keep the important context
Add the consultation question, notes, relevant events and supporting files.
- 03
Return with the story intact
Open the same profile for a follow-up and review the information already recorded.
03 / IN DEPTH
Why astrologers need a client record, not a spreadsheet.
A consultation practice depends on continuity. Clients return months later with a new question, and the best readings connect it to what was discussed before.
One record for birth data, contacts and history
Each client profile holds name, birth date, birth time and place, plus email, phone numbers and addresses. The same record feeds the astrology, numerology and card tools, so you never re-enter birth details or wonder which version is correct.
Consultation notes, files and life events
Record the question, your observations and what you advised. Attach supporting files. Add life events, such as a marriage, a move or a job change, with a date or date range, so you can compare them with Dasha periods and transits during the next analysis.
Families, relationships and tags
Link spouses, parents, children and other related clients, with a description of the relationship and referral details. Your own tags organise the list around the way you work, for example by service, city or follow-up month.
VIDEO TUTORIALS
See it in the workspace.
Client management
Manage Client Profiles, Events & Family Records
Remedies
Mantras, Laal Kitab & Custom Remedies for Astrologers
04 / A LITTLE MORE CLARITY
Before you begin.
The details that matter to your practice.
Is this only for astrologers?
No. Astrologers, numerologists and card readers can use the same client records, notes, files and relationship tools.
What can I keep in a client record?
Birth and contact details, consultation notes, attached files, tags, life events and relationships with other clients.
How many clients can I manage?
Free includes up to 50 clients. Pro provides unlimited clients. See the pricing page for the full plan comparison.
How many clients can I keep on the Free plan?
Free includes up to 50 client profiles and one Studio. Pro removes these limits.
MAKE IT PART OF YOUR PRACTICE
Give your next client a place here.
Start free and bring your client details, notes and readings together.
Free includes up to 50 clients. Pro offers unlimited client records.