For professionals: working with clients
Video pending. This lesson's script and on-screen cues are ready for the render.
You will learn
- Set up a client
- Use session notes and key dates
- Share a reading
Transcript
If you are an astrologer, the Professional plan turns the app into a practice tool. Each client has a full chart with every tool from the personal app, plus a notes area, a session log and a key dates list: the exact transits to their chart over the coming months, so you can open a session with "Saturn squares your Sun on the fourteenth; let us talk about what you are building." You can compare any two clients, or a client with a partner they add. Notes stay with the client and are private to you. Before a session, open the client, read the key dates, and let the chart set the agenda.
On-screen cues for production
| Time | Screen | Direction |
|---|---|---|
| 0:00 | Clients page | Client list |
| 0:30 | Client detail | Notes, session log |
| 1:00 | Client detail | Key dates list with a transit highlighted |
| 1:40 | Compare page | Client with partner |