Prepared in a minute
Glance at the history and notes before the client joins.
Manage your clients
See Every Client’s Complete Story in One Place
Client 360 is the single screen in AstrooGrid that shows everything about one client: profile and birth details, family members, every consultation, payments and dues, notes and upcoming follow-ups.
Who it’s for: Practitioners preparing for a consultation, and staff answering a client’s call.
Meera Rao
- Born14 Mar 1988 · 06:45 · Mysuru
- Family2 members
- Last consultation2 OctVideo
- Due₹1,500
- Next follow-up28 Oct
The problem
What Client 360 solves
Before a session, practitioners often scroll through months of chats to remember what they said last time and what the client was going through.
When a client calls the front desk, staff cannot answer simple questions, such as when the last visit was or what is still owed, without asking you.
Key benefits
How AstrooGrid helps
Money in context
See what the client has paid and what is still due beside their consultations.
Next steps visible
Upcoming appointments and follow-ups are on the same screen.
How it works
How Client 360 works
- 1
Open the client
From search, an appointment or a follow-up.
- 2
Read the story
Profile, family, history, payments and notes.
- 3
Take the next step
Book, record a payment or set a follow-up from the same screen.
Feature details
What’s included
Profile and birth details
Who the client is and the details your readings rely on.
Family members
Linked relatives, each with their own record.
Consultation history
Every past and upcoming consultation.
Payments and dues
What has been paid and what is outstanding.
Notes
What was discussed and advised over time.
Follow-ups
What you have planned next for this client.
Why it matters
Why it matters for your practice
Clients notice when you remember. A complete picture before every conversation turns a one-off reading into a long relationship.
Related features
Works well with
- Client ManagementEvery client, searchable, with birth details and notes
- Family ManagementFamily members linked, no duplicate records
- PaymentsFull, partial and later payments with receipts
- Follow-upsReminders for call-backs, remedies and next readings
- Appointment ManagementCreate, confirm, reschedule and complete consultations
FAQ
Client 360: common questions
What is a Client 360 view?
A single screen with everything about one client: details, family, consultations, payments, notes and follow-ups.
Can I see what a client still owes?
Yes. Payments and outstanding dues are shown on the client’s 360 screen.
Does Client 360 show family members?
Yes. Linked family members appear on the client’s screen, each with their own record.
Ready to see it on your own practice?
We’re onboarding practices in small batches. Tell us about your practice and we’ll set up a walkthrough.
Request Early Access