ChartVaultChartVault
Running Your Practice

The Client Journey

One timeline with your sessions below and the sky above — the long view of the relationship no spreadsheet can show.

The Client Journey puts your whole relationship with a client on a single time axis.

What it shows

Open Journey from a client card and you get one timeline:

  • Below the axis — the sessions you've held, in sequence.
  • Above the axis — the sky: the client's solar-return / profection years (each tagged with the activated house and Lord of the Year) and upcoming transits.
  • A "now" marker anchors where you are today.

ChartVault — journey

Why it's useful

It's the long view: what you actually worked on, set against what the sky was doing at the time. You can see how a client's themes have tracked their transits and returns — context no flat session list, and no chart-only tool, can give you.

The relationship at a glance

A chart program shows a moment; a CRM shows a list. The Journey shows the arc — the sessions and the sky together over years. It's one of the clearest ways to prepare for a returning client or to show them how far they've come.

On this page