All help documents
Clients and appointments
Keep client records and link plans, plots and reports to them.
Step by step
- 1Add a client with name and contact.
- 2Link plans, plots and reports from those tools.
- 3Book appointments in IST.
Best fit
- Book a muhurat window straight from Advanced muhurat.
Avoid
- Entering times in another time zone.
What the results mean
- Deleting a client keeps their plans and reports; only the link is removed.
Common questions
- Can other consultants see my clients?
- No. Clients are private to your account.