Client management software for astrologers

Astrologer Client Management Software

Client management software for astrologers keeps the person and their chart on one record. A general CRM stores a name, an email and a payment history, which leaves the birth data, the chart and the consultation notes somewhere else. DKSCORE ties them together, so the question before a repeat consultation — what did we discuss, and what does the chart say now — is answerable from a single screen.

Who this is for

Practices where the client relationship is the asset.

Astrologers with returning clients

Continuity is the service. It depends on last year's session being findable next to this year's chart, not in a different application.

Practitioners handling families

Matching, family timing and inherited patterns need related charts to be linked rather than stored as unconnected records.

Anyone outgrowing a spreadsheet

The spreadsheet works until two people share a name, or a birth time is corrected in one place and not the other.

How the work actually flows

One record, followed from first contact to repeat consultation.

  1. Create the person

    Birth date, time and place become a stored chart with its divisional set — the client record and the chart record are the same thing from the start.

  2. Link the relationships

    Family and related profiles connect to each other, so a group is navigable from any member instead of being rediscovered each time.

  3. Consult and record

    Sessions attach to the client, not to a calendar entry, so the history is where you will look for it a year later.

  4. Return prepared

    On the next booking the chart, the provenance of the birth data, the prior sessions and the current dasha period are already assembled.

What it looks like

Screens from the Web CRM.

DKSCORE consultation booking screen showing scheduled client appointments.
Bookings — sessions attach to the client record, not just a calendar.
DKSCORE family tree view linking related astrological profiles.
Related profiles — a family group navigable from any member.
DKSCORE profile data bank listing stored client and reference charts.
The record list — every stored chart with its birth-data rating.

What happens to your data

Client records are the most sensitive thing you will put in.

Private by default

Client records you create are not published anywhere on the site. The public celebrity profiles are a separate, publicly sourced set.

Birth data carries its provenance

Where a birth time is uncertain, that uncertainty is recorded on the record rather than lost, so a later reading is not built on a guess nobody flagged.

Corrections propagate

Fixing a birth time updates the record the charts derive from, instead of leaving a corrected copy and a stale one.

Shared across surfaces, not duplicated

The Web CRM and the Astrologer App read one client database. A client added on mobile is not a second record.

What this does not do

Stated so you can plan around them.

  • It is not a general-purpose CRM. If your practice is mostly non-astrological services, most of what makes this useful will not apply.
  • It does not automate client communication. There is no campaign builder and no drip sequencing.
  • It does not merge duplicate records for you. Two entries for one person stay two entries until someone decides they are the same person.
  • It does not provide legal or contractual templates for your client relationships.
Questions

Questions about managing clients on DKSCORE

What should client management software for astrologers actually do?
Keep the chart and the person in one record. Most general-purpose CRMs treat a client as a name, an email and a history of transactions — which means the birth data, the chart and the consultation notes live somewhere else, usually a spreadsheet and a folder of images. Tying them together is the entire difference, because the question you have before a repeat consultation is never 'what did they pay' but 'what did we discuss and what does the chart say now'.
Can I see a client's history before a consultation starts?
That is the point of storing consultations against the client record rather than against a calendar. The chart, the birth-data provenance, the previous sessions and the current dasha period are on one record, so the preparation for a repeat consultation is reading, not reassembling.
Does it handle family and related charts?
Related profiles can be linked, so a family group is navigable from any member rather than being four unconnected records that happen to share a surname. This matters for the consultations that are actually about a relationship — matching, family timing questions, inherited patterns.
How are appointments scheduled and paid for?
Clients book against your availability, and the session is billed per minute from their wallet as it runs. There is no separate invoicing step, and no chasing payment after a session that has already happened.
What happens to consultation notes?
They stay attached to the client record, which is where you will look for them. They are not published, and they do not appear on any public profile.
Get started

Put the chart and the client on one record

Add a client, and the chart, the relationships and the session history build up in one place from the first consultation onward.