Clients Management System


Adding a new client

  1. Go to the Utilities menu and select the Clients... menu option. The Clients window will open.
  2. Click the Add New button.
  3. In the Clients table, enter required fields: First Name, Last Name, and Email.
  4. Hit Enter key.
  5. The rest of the fields is optional. Entering Skype information will allow you to make Skype calls directly from AstroApp. Note: Skype browser plug-in must be installed for this functionality to work.

Editing a client

  1. Go to the Utilities menu and select the Clients... menu option. The Clients window will open.
  2. Click on the Client you want to edit.
  3. Update the fields in the Details section.
  4. If you want to share AstroScribe reports with your client online and in real time, please enter the Password. This password will be used by your client to access the report. You can also click on the Facebook sharing icon to automatically generate a random secure password.
  5. Click the Save button to save your changes.

Creating Client Management System on your personal Web Site. [Advanced]

AstroApp provides functionality for integrating our Client Management System into your personal web sites.
Your clients can go to your own web site and log in to the Clients Area of AstroApp there. They can stay on your web site while using Clients features of AstroApp.

You can even do live consultation sessions and your clients will be able to see AstroScribe reports getting updated in real time!

In order to integrate the Client Management System with your web site, please follow these steps:
  1. Obtain the API key. You can find instructions on how to do it here.
  2. Use the following HTML snippet anywhere on your web site/web page: <iframe src="http://astroapp.com/astro/myclients/?key=YOUR_API_KEY" width="1000" height="600"></iframe>