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Practitioner Guide — Client Intake

What Birth Data You Need from Astrology Clients (and Why It Matters)

Date, exact time, and location — why all three are non-negotiable for a complete reading, where clients can find their birth time, and what to do when they can't.

Updated April 2026  ·  6 min read


The Three Data Points Every Reading Requires

A complete traditional natal chart requires exactly three things from the client. Miss any one of them and significant parts of the chart become either unavailable or unreliable.

01

Birth Date

Day, month, and year. Determines all planetary positions. Ask for DD/MM/YYYY format to avoid month/day ambiguity — the 3rd of October and the 10th of March are easy to confuse.

02

Exact Birth Time

To the minute if possible. Determines the Ascendant, house system, Lots, and all timing techniques that depend on them. This is the most commonly missing piece and the most consequential.

03

Birth Location

City and country. Used to calculate local sidereal time, which determines the Ascendant and house cusps. A city name is enough — AstroForge resolves coordinates automatically.

All three interact. The Ascendant is calculated from birth time and birth location combined. Get either wrong and the entire house system shifts. For traditional astrology specifically, this matters more than it does in modern sun-sign approaches — classical technique is built on houses, dignity, and the Ascendant in a way that modern psychological astrology is not.


Why Birth Time Is the Most Critical Data Point

The Ascendant — the rising sign — changes sign roughly every two hours. The entire house system is derived from it: all twelve houses, their cusps, and which planet rules each house. Because traditional astrology assigns every life topic to a house (career to the 10th, relationships to the 7th, finances to the 2nd and 8th, health to the 1st and 6th), an incorrect birth time produces fundamentally wrong house-based conclusions.

Consider a client born on a day when Mercury is in the 10th house at 9:00 AM, but in the 11th house at 11:00 AM. Two hours separates "Mercury shapes your career" from "Mercury shapes your social networks and friendships." Different sections, different reading, different advice — same birth date.

Specific techniques that fail without an accurate birth time: The Ascendant and all house positions. The Lot of Fortune and Lot of Spirit (calculated from the Ascendant). Annual profections and the Lord of the Year. Firdaria — which requires knowing sect, which requires knowing whether the Sun is above or below the horizon at birth. Essentially all of the timing and predictive layer of a traditional reading.

The planetary positions themselves — Sun, Moon, Mercury, and so on through Saturn — are unaffected by birth time unless the Moon is changing sign within hours of the birth (the Moon moves about 12–13 degrees per day, roughly half a sign). Even without a birth time, you can produce a meaningful partial reading using planetary positions, essential dignities, and aspect patterns. But you should be transparent with clients about what is and is not included.


Where Clients Can Find Their Birth Time

Many clients assume they cannot find their birth time, but most have not looked in the right places. Include these suggestions in your listing description or in a post-purchase message template so clients know where to check before contacting you.

A note on international clients: Birth time recording varies by country. In the UK, birth time is not routinely included on the standard birth certificate but may be in hospital records. In France, Germany, and many other European countries, exact birth time is recorded on official civil registration documents. In some countries — particularly in parts of Asia and Africa — birth time recording was inconsistent in earlier decades. Set realistic expectations for clients from regions where records may be incomplete.


When the Birth Time Is Unknown: Your Options

When a client genuinely cannot find their birth time, be honest about what that means for the reading rather than filling in the gaps silently. Clients appreciate transparency, and it protects your reputation against reviews that say "the reading was wrong."

You have three legitimate options:

Partial Reading

Planets and Dignities Only

Deliver a reading based on planetary positions, essential dignities, sign placements, and aspects — with a clear note that house-based analysis, Lots, profections, and timing are omitted due to unknown birth time. This is the most honest approach. Price it lower than a full reading.

Approximation

Solar Chart

Place the Sun on the Ascendant and calculate houses from there. This gives a usable house structure and is a recognized technique in traditional practice. Be explicit with the client: "This uses a solar chart with the Sun as the Ascendant, as your birth time is unknown." Results are approximate, not exact.

Advanced Service

Rectification

Using key life events (marriage, career changes, moves, accidents), an experienced astrologer works backwards to estimate the birth time. This is a separate, skilled service — charge accordingly. It takes hours and requires real astrological judgment. Offer it only if you are qualified to do it.

If you use AstroForge for bulk generation and a client's birth time is missing, entering 12:00 (noon) as a placeholder produces a chart with a noon Ascendant. The generated PDF will note that the birth time was not provided and indicate which sections are time-dependent. This is a clean, transparent way to handle missing data at volume.


How to Collect Birth Data Cleanly

The single most important rule: collect data at the point of order, not after. Every message exchange after purchase adds delay to your turnaround, increases the chance of a miscommunication, and risks a missed format (3/10 vs 10/3, AM vs 24-hour time). Build data collection into the order process itself.

On Etsy: Use the "personalisation" or "buyer note" field in your listing. In your listing settings, enable the buyer note and write specific instructions in the prompt field. Something like: "Please enter: Full name, Date of birth (DD/MM/YYYY), Exact birth time (HH:MM, state AM/PM or use 24-hour), Birth city and country." Etsy displays this prompt on the checkout page — most buyers will fill it in correctly.

For direct clients (website, Instagram, word-of-mouth): Use a short intake form. Google Forms or Typeform work fine. Keep it to five fields — more than that and clients start abandoning the form.

Sample Client Intake Form Fields
Full Name As you'd like it to appear on the reading
Date of Birth DD/MM/YYYY e.g. 15/03/1990
Exact Birth Time HH:MM — include AM/PM or use 24-hour format e.g. 07:45 AM or 19:30
Birth City City name only e.g. Toronto
Birth Country Country name or two-letter code e.g. Canada or CA

Specify format explicitly and always give an example. "DD/MM/YYYY — e.g. 15/03/1990" eliminates the month/day confusion that causes the most common re-work. "HH:MM AM/PM — e.g. 07:45 AM" is unambiguous. These small formatting choices save real time across dozens of orders.


Formatting Data for Bulk PDF Generation

If you use AstroForge's Practitioner plan to generate readings in batch, your client data goes into a CSV file. The format is strict — the system validates each row before processing and rejects rows with malformed dates or missing fields, so it pays to get the format right before uploading.

The CSV expects five columns:

name,date,time,city,country
# name: client's full name (used to label the PDF file)
# date: YYYY-MM-DD (ISO 8601 format)
# time: HH:MM in 24-hour format
# city: city name as a string
# country: country name or ISO 3166-1 alpha-2 code
Sarah Chen,1990-03-15,07:45,Toronto,CA
James Okafor,1985-11-02,14:20,Lagos,NG
Priya Sharma,1994-07-28,00:10,Mumbai,IN

The date format here (YYYY-MM-DD) differs from the intake form suggestion (DD/MM/YYYY) deliberately — your intake form is designed to be unambiguous for clients, while the CSV uses ISO 8601 for unambiguous machine parsing. You will need to reformat dates when transferring from your intake form to the CSV. A simple spreadsheet formula handles this: if the intake date is in A1 as DD/MM/YYYY, the formula =TEXT(DATEVALUE(A1),"YYYY-MM-DD") outputs the correct format.

Download the CSV template directly from your AstroForge dashboard — it includes example rows and column validation hints. You can also share the template link with clients who submit data in bulk (e.g., if you are generating readings for a practitioner network or workshop group).

Handling unknown birth times in the CSV: Enter 12:00 as the time placeholder. The generated PDF will note that the birth time was not provided and flag which sections are time-dependent. Do not leave the time field blank — it will cause the row to fail validation.

Download CSV Template How Bulk PDF Works

Template available after free sign-up  ·  No card required for 7-day trial

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