Client Intake | The Chart Method

1. Your Reading

Reading type

Date of consultation, if already scheduled

2. Client Information

Full name

Preferred name

Email

Phone (optional)

Current city / state / country

3. Birth Information

Exact birth time is important for houses and timing work. If the time is uncertain, please say so rather than estimating.

Date of birth

Exact birth time

Birthplace — city, state/province, country

Birth-time source

If your birth time is uncertain, what do you know about it?

3A. Location & Relocation

Location can materially change house placement and chart expression. Please include your current location and any significant relocations or planned moves.

Current residence — city, state/province, country

Have you relocated significantly from your birthplace?

If yes, list important relocation(s), including location and approximate date/year

Are you currently planning or seriously considering a relocation?

Potential destination(s)

Expected / possible timeframe

Reason for relocation (optional)

Would you like the reading to compare your birth chart with your current or potential location?

4. What Brings You Here?

What is the main question or situation you would like me to analyze?

Why is this question important to you now?

What has already happened in this area of your life?

Upcoming dates, decisions, deadlines, opportunities or concerns

5. Areas You Want Me to Explore

Select only what is relevant. Your reading does not need to cover everything.

Other

6. Real-Life Context

Context helps distinguish between several possible manifestations of the same astrological symbolism.

Current work / business situation

Current relationship / family situation, if relevant

Major changes during the last 2–3 years

What possibilities are you currently considering?

7. Children & Potential — Complete Only If Applicable

For a minor, the parent or legal guardian should complete this form.

Child's full name

Child's date of birth

Child's exact birth time

Child's birthplace

Child's current city / state / country

Your relationship to the child

Strongest interests, abilities or activities right now

Talents or areas you are considering developing

Questions about learning style, confidence, creativity, performance, social development or future direction

Current level and recent developments in structured activities

8. Additional Charts — If Relevant

Some questions benefit from comparing charts. Please provide another person's birth information only with appropriate permission.

Person's name / relationship to you

Date of birth

Exact birth time

Birthplace

Why would you like this chart included?

9. Previous Astrology Experience

Previous professional astrology reading?

Prior prediction or interpretation you want examined

Anything you do NOT want discussed?

10. Reading Preferences & Boundaries

Direct, analytical reading with technical explanation Mostly plain-language translation Show relevant chart wheel / progression tables Comfortable discussing several possible manifestations rather than one absolute prediction Focus primarily on practical decisions and timing

Anything else that would help make this reading useful?

11. Acknowledgment

I understand that The Chart Method provides astrological analysis for personal insight, reflection and educational/entertainment purposes. Astrology cannot guarantee specific future events or outcomes. Interpretations may identify patterns, timing periods and multiple possible manifestations. The Chart Method does not provide medical, mental-health, legal, tax or financial advice, and astrology should not replace qualified professional guidance. I understand that birth-time accuracy can materially affect chart interpretation.

I have read and understand the acknowledgment above.

Typed client signature

Date

Give the chart the context it needs.