How Navelyra works, screen by screen

Your first session, in order

Nine steps. The ones that involve the client are marked by where they happen, because the consent step is the client’s and not yours.

1. Create your practice

   Setup asks for a practice name, a slug and a default time zone. Nothing else, and no payment details. Everything you do afterwards is scoped to this practice, and no other practice can see any of it.

2. Say what you offer

   Choosing your services decides which starter templates and which sample workspace you get. It does not change your methodology, your plan or what you are allowed to do. You can change it later.

3. Add one real client

   Enter the client’s name and the birth date, time and place you hold. The birth place sets the time zone for the calculation, which matters more than it looks: the same clock time in two zones is a different chart, and an abbreviation like “EDT” cannot be resolved at all.

4. Record consent and the intake

   Either record the intake from the client’s screen yourself, or send the client a link so they complete it and give their own consent. Consent belongs to the client and is captured on their own step; nothing on your screen records or implies it for them.

5. Calculate the chart

   Request a calculation from the client record. The engine does the arithmetic and stores the result as evidence facts. If a run fails, the reason is recorded and shown against the run rather than retried silently.

6. Open the session and choose evidence

   A session is where the work happens. It shows the calculation status, the evidence the engine produced, and — when the chart is ready — the drafting controls. You can also import a chart the client already has, which is stored as imported and never described as engine output.

7. Draft, then review

   Drafting produces text grounded in the evidence identifiers you selected. Read it on the review screen. You can edit it, cut sections and add your own words; the private notes you keep are never part of what a client sees.

8. Approve the exact version, then deliver

   Approval binds your name to one exact version of the content. Until you approve it, the API will not deliver it and the client’s portal will not serve it. After approval you choose the channel and send it; the client sees only what you approved.

9. Read the reflection

   A client can send a reflection back. You see it with the audience the client chose, and it is never widened beyond that. That reflection is the input to the next session, which is where the loop starts again.

The screens

• Dashboard

  See what needs your attention, what is happening with your clients, and what to do next.

• Clients

  Keep the client records every calculation, session and delivery is built from.

• Numerology

  Record whether and how your practice uses numerology, and see where a reading is calculated.

• Methodology

  Set the chart settings and house style every calculation and every draft is produced under.

• Studio

  See who works in your practice and what each seat is allowed to decide.

• Billing

  See the plan you are on, what you have used, and what happens at renewal.

• Setup

  Create your practice and see which setup steps are still outstanding.

• Session workspace

  One consultation’s working area: the chart the engine produced, the evidence you choose to rest a summary on, and your own private notes.

• Summary composer

  Turn the evidence you included into a written summary you can review, edit and approve — with every claim tied to a factor the chart actually produced.

• Review, approve and deliver

  Read the exact version a client would receive, check it against the list of requirements, approve that one version, and deliver it.

• Sample records

  See the demonstration workspace, and remove it when you no longer need it — without touching real client work.

More help

• FAQ — the questions the product itself raises.
• Contact — write to support@navelyra.com.
• Terms of Use and Privacy — both published as drafts for review.