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Manage your clients
Client Management Software for Astrologers
AstrooGrid Client Management keeps every client of your practice in one searchable list. Each client has one record holding contact details, birth details, private notes, family members, consultations and payments.
Who it’s for: Astrologers, numerologists and Vastu consultants with a growing list of repeat clients.
Clients
- Anil Kumar12 consultationsRepeat
- Meera Rao3 consultations
- Kiran Patil1 consultationNew
- Divya Nair7 consultationsRepeat
The problem
What Client Management solves
Client details tend to spread out over the years: birth details in a notebook, phone numbers in the phone, notes in old chats and payments in a spreadsheet.
When a client returns after a year, finding what you told them last time can take longer than the consultation itself.
Key benefits
How AstrooGrid helps
Birth details ready
Date, time and place of birth are stored with the client, ready for every reading.
Notes that stay private
Keep consultation notes on the record, visible only to roles you allow.
Bring your existing list
Import the clients you already have, so you do not start from zero.
How it works
How Client Management works
- 1
Import or add clients
Bring in your existing records or add clients as they book.
- 2
Fill in what matters
Contact details, birth details and notes.
- 3
Work from the record
Book, record payments and add follow-ups from the client.
Feature details
What’s included
Searchable client list
Every client in one place, found by name or phone.
Contact details
Phone, email and WhatsApp number.
Birth details
Date, time and place of birth on the record.
Private notes
What was discussed and what was advised.
Family members
Related people linked to the client.
Consultations and payments
Every session and payment, attached to the client.
Import and export
Bring your records in and export a backup any time.
Why it matters
Why it matters for your practice
Repeat clients are the heart of a consultation practice. Remembering their story, without having to ask again, is what makes them feel known and keeps them coming back.
Related features
Works well with
- Client 360One client’s whole story on one screen
- Family ManagementFamily members linked, no duplicate records
- Appointment ManagementCreate, confirm, reschedule and complete consultations
- Follow-upsReminders for call-backs, remedies and next readings
- Client PortalClients see their own bookings and payments
FAQ
Client Management: common questions
What is client management software for astrologers?
It is software that keeps every client’s details, birth details, notes, consultations and payments in one record. AstrooGrid does this for astrology, numerology and Vastu practices.
Can I store a client’s birth details?
Yes. Date, time and place of birth are kept on the client’s record.
Can I import my existing client list?
Yes. Existing records can be imported, and you can export a backup of your data at any time.
Who can see my client notes?
Only team members whose role allows it. Roles decide what each person in your practice can see.
How is Client Management different from Client 360?
Client Management is your whole client list. Client 360 is the detailed view of one client, with everything about them on one screen.
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