# Client Management (CRM) for Astrologers | JyotishGrid Source: https://jyotishgrid.com/client-management # 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. ONE PROFILE. THE WHOLE 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. ### One person, one place to look Keep contact details and birth information together instead of re-entering them for every session. ### Pick up where you left off Review the client’s notes, questions and life events before you begin the next reading. ### Use it across your methods Work with astrology, numerology or cards while keeping your practice organised around the same client. ## 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 ![A complete client profile](/screenshots/c1.webp) ## 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 ![Find the right client](/screenshots/c2.webp) ## 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 ![Notes that stay with the reading](/screenshots/c3.webp) ## 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 ![Organise clients with tags](/screenshots/c4.webp) ## 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 ![Keep life events in context](/screenshots/c6.webp) ## 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 ![Connect people and relationships](/screenshots/c7.webp) 02 / IN YOUR DAILY PRACTICE ## Before, during and after the reading. A simple routine that keeps the next consultation connected to the last one. - 01Create or open the profileAdd the client’s birth and contact details, or find their existing record. - 02Keep the important contextAdd the consultation question, notes, relevant events and supporting files. - 03Return with the story intactOpen 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 managementManage Client Profiles, Events & Family Records - RemediesMantras, 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.