Skeleton key
Their sky
Birth details
Powers their natal chart and the "touching your chart" list.
Offered gameplans
Solar and Lunar always show. Tick a box to show that gameplan on this client's dashboard.
Add a past month
Upload an older lunar return file (LR1, LR2…) so it shows in their history with the check-offs they already made.
Gameplan engine
Uses the birth details above and where they live now (a return is always cast for their residence). The engine writes the whole gameplan from your rules and their goals. Preview it as they will see it, make your corrections in the Studio, then publish.