Skip to content

Manage your clients

Manage Family Consultations Without Duplicate Records

Family Management links related people, such as a spouse, children or parents, to one client in AstrooGrid. Each family member keeps their own birth details and consultation history, without creating duplicate client records.

Who it’s for: Practitioners whose clients consult for the whole household: marriage matching, children’s education, family property and more.

Rao family

  • Meera RaoMain client
  • Suresh RaoSpouse2 consultations
  • Anika RaoDaughter1 consultation
Sample data. Names and figures are for illustration.

The problem

What Family Management solves

One family often brings many consultations. Without links, the same household ends up as several unrelated records, or as one record with everyone’s birth details squeezed into the notes.

Then it becomes hard to answer simple questions: whose chart was read, who booked it, and which consultations belong to which person.

Key benefits

How AstrooGrid helps

One household, clearly linked

See every family member from the main client’s record.

Each person keeps their own details

Birth details and history stay separate for every family member.

No duplicates

Linking a relative does not create a second copy of the client.

How it works

How Family Management works

  1. 1

    Open the main client

    Usually the person who contacts you.

  2. 2

    Add family members

    Add relatives with their relationship and birth details.

  3. 3

    Book for anyone

    Consultations are recorded against the right person.

Feature details

What’s included

  • Relationships

    Spouse, child, parent or another relative.

  • Separate birth details

    Each family member has their own.

  • Separate history

    Consultations recorded against the right person.

  • Household view

    All linked members visible from the main client.

Why it matters

Why it matters for your practice

Families return for life events: marriages, births, education, property. A practice that already knows the family is the natural one to call.

Related features

FAQ

Family Management: common questions

Why link family members instead of adding them as separate clients?

Linking keeps the household together. You can see every member from the main client and avoid duplicate records for the same family.

Does each family member have their own birth details?

Yes. Each linked family member keeps their own birth details and consultation history.

Can I book a consultation for a family member?

Yes. The consultation is recorded against that family member.

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