Step-by-step guide with screenshots
The Client Management Pack unlocks unlimited birth profiles, client tagging, private notes, and activity tracking for professional astrologers.
The Persons page shows all birth profiles. With Client Management, your profile limit is removed — add as many clients as you need.
The "Show clients only" checkbox lets you quickly filter your person list to only those marked as clients.
Click "Add Person" to create a new birth profile. You can mark any person as a client and add private consultation notes.
Each person row has action buttons: view charts, edit details, and — with Client Management — view their full activity history including all generated reports.