Hi! I’m Taylor Eaton, I’m a 5/1 Splenic projector and a Human Design and money mindset expert.
I have helped hundreds of people become Human Design readers AND I’ve built my own thriving Human Design based business.
And I have done more than 300 hundred private Human Design readings over the last few years alone.
And since I get asked all the time how to build a Human Design reading business, I wanted to create a blog post here on the systems or softwares that I use for my Human Design readings.
So this will be an overview of the programs I use - and general workflow I go through - for my Human Design readings.
NOTE: There are alternatives to pretty much all of the softwares I talk about in this post - these are just the ones I use. But don’t feel like you have to use all of these exact programs.
Some of these things I mention are free, some are paid. And not every program will be something you NEED to use - especially if you’re just starting out as a reader. I run a multiple six-figure business, so some of these programs make sense for me to invest in but they may not for you.
There are also even areas where I could streamline things a bit more - and I’ll mention those here - but this is how my business is currently structured due to the way it grew.
As always, take what works for you and leave what doesn’t.
I’m going to run through EVERYTHING I use here. But at the end of this post I will give you a rundown of the most essential ones I think you need if you’re just starting out and don’t want to invest quite as much time and money as I have here.
Alright, let’s dive in!
My website - and therefore my sales page for my readings - is built through SquareSpace.
My readings are currently fully booked, so right now there’s no option to purchase, but just to join the waitlist for when readings are available.
When readings are available to purchase, this wait list form gets removed from the sales page and I - or my team - add in a button here for people to click.
That button takes them to the next software I use, which is…
Acuity is my calendar and scheduling app. It allows people to select a time to book, and then it prompts them to fill out a questionnaire I created (which allows me to capture the info I need from them to pull up their HD chart), I can have them agree to certain terms and conditions, and then it allows clients to pay and check out.
It also sends out an auto email to the client confirming their appointment, giving them links to reschedule their appointment, the link for our call, and a reminder before their appointment. It also emails me whenever someone books, so that I know. Plus it can sync with my Google calendar on my phone, which is great.
I love having a calendar app like this that just automates ultimately the entire booking process and makes the experience seamless for my clients. Plus, it allows me to have people book without needing me to coordinate back and forth with them.
I have a paid version of Acuity, though a free version is available. (Some of the features I mentioned here do not come with the free version.)
I believe Acuity might also allow you to do a bundle of calls and do coupon codes - but whenever I do any of that I actually use something different, which is…
This one is NOT one I would recommend JUST for readings. Or just for beginners.
Kajabi is a whole client management system, emailer, course hosting platform, funnel builder, it has checkout pages, etc.
It's an insanely robust platform - and that means that it’s also significantly more expensive than Acuity.
This is more for if you have a ton of different offers (especially passive, self-paced programs you want to host somewhere), like I do.
When it comes to HD readings, I use Kajabi for my recurring private clients, or clients that are buying a package that includes more than just HD readings (like if they’re buying a package that includes Voxer support or access to other programs I’ve created), etc.
When I have clients checkout through Kajabi, I often then send them directly to my Acuity calendar to book their calls there (without having to pay).
I believe Kajabi also has a calendar feature, so if you’re going to use Kajabi, you could put it all in one place. I just set up Acuity long before I had Kajabi, so I’ve just stuck with that.
So if you’re just starting out, something like Acuity is probably the way to go. And depending on what you do in your business, you may never need something like Kajabi.
BUT if you already have a lot of other passive offers, masterclasses, etc. that sort of thing and you want a place to host all of it, I really like Kajabi.
(Note: The links for Kajabi on this post are affiliate links. If you use the links here to sign up for Kajabi, I believe you get a free trial period and I will get a commission, which I always appreciate if you feel like supporting me in any way.)
So whether people are booking through either Kajabi or Acuity, in order to actually process their payments, I use my next softwares which are…
System #4 & #5: Stripe and PayPal
Both Stripe and PayPal integrate with Kajabi and Acuity. And are pretty standard in the payment processing industry. I like them both.
You don’t NEED both. Just one method of payment can work. I just like offering those options for my clients.
Once my client has booked a reading, it’s time for me to pull up their chart and prepare any notes before our reading.
To pull up their chart, I use…
There are a lot of chart softwares out there. I personally love mybodygraph.com.
It’s free to create an account with and use (though it does have some add-ons you can purchase).
I love it because it allows me to not just pull up charts, but also SAVE them. Which a lot of platforms don’t let you do.
So yeah, definitely my favorite chart software.
Now to prepare for readings and make notes, I use…
System #7: The Ultimate Human Design Reader Resource
To be fully transparent, this is my own product. ;)
I created the Ultimate HD Reader Resource to help other people become HD readers. And one of the features of it is a whole cheat sheet vault that has HUNDREDS of pages of PDFs.
So I pull from there to quickly gather notes on someone’s chart before doing a reading with them.
If you want that as a resource - plus all the HD knowledge you need to give readings AND several modules on how to confidently offer readings and get paid for them - then definitely check it out.
Also, if you just want a free checklist on how to structure and prepare for readings - I’ve pulled that from the reader resource and made it free for you here.
So that’s how I compile my notes for readings.
>>> Now in my workflow is when I actually do my reading. For this, I use…
I like Zoom just because I can do video (or just audio if my client prefers) and I can share my screen to show them their chart.
Zoom also allows me to record the call - which is great because I love getting to share the recordings with my clients. Because I throw A LOT of info at people during readings and it’s nice for people to get to rewatch it afterwards so they aren’t trying to take tons of notes during the call & can be fully present for it.
I do have an upgraded paid version of Zoom that gives me extra storage space for my call recordings and some other features that aren’t available in the free version of Zoom.
>>> Once the call is done, all that’s left is for me to send the recording of it to my client. And for that I use…
Really, any email client will work for this.
I use Gmail since I have purchased my custom domain email for my business through them.
So all I do is just grab the replay link from my Zoom recordings, paste it into an email for the clients and then send it off.
As a side note, I usually give people a week to download their recording (and I let them know this upfront) before I remove it from my Zoom storage.
So that’s it! That’s the rundown.
If you are just starting out doing online Human Design readings and want to invest the least amount of money into your readings, here’s what I think is really essential out of all these tools:
A way to communicate with your clients (email, messenger app, etc.) before and after the reading
A way to collect payments (PayPal, Stripe)
A calendar for you to record your appointments on so you don’t forget them (this can be a physical calendar or your phone’s calendar or something like Acuity to make the booking process easier)
A way to pull up their HD chart (mybodygraph.com)
A way for you to actually do the call (and possibly record it if you’re offering the recording as part of what the client gets) (Zoom)
And really, you can do all of that for basically free or really low cost.
I do not recommend investing in ALL the systems I have right now until you’re making some money with your readings.
Really, all these systems just create more ease and automation for me and my clients.
Start with just the free versions of these things or upgrade to a few of the paid versions to start, and then grow from there.
I hope this post helps you on your Human Design reading journey!
If you want more blog posts with tips for Human Design readers, check out the following posts:
4 Step Strategy to Sell Human Design Readings
3 Secrets of a Six-Figure Human Design Reader
Why You Don’t Need a Certificate to be a Human Design Reader
5 Tips for Giving Powerful HD Readings
Looking for more resources for Human Design readers?
Grab the free HD Reader checklist.
And take a look at The Ultimate Human Design Reader Resource if you’re looking for an in-depth HD reader training program at a ridiculously affordable price!