Clients

Before you start

• A practice. A client belongs to one practice and is invisible to every other.
• For a real calculation: the client’s birth date, birth time and birth place.

What you provide

• The client’s name and, optionally, their email address.
• Birth date, birth time and the precision you actually hold for each.
• The birth place, chosen from the place search — the time zone follows from it.

What you can do

• Add a client from the form at the bottom of the list.
• Open a client to see their record, their intake, their calculations and their sessions.
• Record an intake from the client’s own screen, or send them a link to complete it themselves.
• Request a calculation once the birth data is complete.
• Open or start a session to work on the chart and the summary.

What you get

• A client record scoped to your practice.
• An intake the client either submitted or you recorded for them, with the consent step kept distinct.
• A calculation history showing every run and, when one failed, the reason it failed.
• Sessions, each holding its evidence and its work in progress.

Common problems

The birth time is unknown

Record it as unknown rather than guessing. The chart is calculated with the precision you state, and the reading is grounded in what is actually known.

A time zone is refused

Choose the birth place instead of typing a zone. An abbreviation like “EDT” cannot be converted reliably, and a fixed offset is not the same as the zone the person was born in.

The intake link does not work a second time

That is deliberate. The link works once; after the client exchanges it, their own session keeps them signed in. Send a new invitation if they need to return.

Where to go next

• Open the dashboard
• Open /app/samples
• Dashboard