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Manage your clients

Every client’s story in one place, from the first enquiry to the latest consultation.

01Client Management— every client, searchable, with birth details and notes

Client Management

AstrooGrid Client Management keeps every client of your practice in one searchable list.

  • Searchable client list
  • Contact details
  • Birth details
Client Management Image coming soon

02Client 360— one client’s whole story on one screen

Client 360

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.

  • Profile and birth details
  • Family members
  • Consultation history
Client 360 Image coming soon

03Family Management— family members linked, no duplicate records

Family Management

Family Management links related people, such as a spouse, children or parents, to one client in AstrooGrid.

  • Relationships
  • Separate birth details
  • Separate history
Family Management Image coming soon

04Leads & Enquiries— every enquiry tracked until it books

Leads & Enquiries

Leads & Enquiries in AstrooGrid collects new enquiries, from your booking page, WhatsApp, phone calls and referrals, into one list and tracks each one until it becomes a booked consultation or is closed.

  • One enquiry list
  • Status
  • Source
Leads & Enquiries Image coming soon

05Follow-ups— reminders for call-backs, remedies and next readings

Follow-ups

Follow-ups in AstrooGrid are reminders tied to a client: a call back after a consultation, a remedy check-in, a payment reminder or the next reading.

  • Call-backs
  • Remedy check-ins
  • Payment reminders
Follow-ups Image coming soon

06Client Portal— clients see their own bookings and payments

Client Portal

The AstrooGrid Client Portal lets your clients sign in to see their own appointments and payments, in your practice’s branding.

  • Appointments
  • Payments and receipts
  • Your branding
Client Portal Image coming soon

07Get started— early access

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.

Client Management Client 360 Family Management Leads & Enquiries Follow-ups Client Portal