STEP 1. Get prepared

Last Updated: Dec 9, 2025

A practical guide to get ready before using Bodygraph tools

Preparing a few core elements before you dive into the Bodygraph.com features will make the entire setup smoother and much faster. This guide walks you through everything that helps you get ready – websites, newsletter platforms, branding elements, content systemization and audio preparation.

1. What You Need Before Integrating Bodygraph

To get the full benefit from your Bodygraph setup, you need two essentials:

• A website or landing page

This is where your chart calculator widget will be embedded. Bodygraph’s embed codes work with the majority of popular builders, including:

• Squarespace

• Wix

• WordPress themes

• GoDaddy

• GoHighLevel

• Kajabi

• Podia

• Systeme.io

• Canva landing pages

• Hostinger

• and others.

If your platform allows adding custom HTML, source code or embed blocks, you are likely able to integrate the Bodygraph chart widget.

• A newsletter or email marketing platform

Bodygraph connects with widely-used email marketing tools such as:

• Kit

• ActiveCampaign

• Klaviyo

• MailerLite

• Brevo

• Mailchimp

• Mailjet

• Zapier

• and others.

These tools allow you to collect not only name and email, but also date of birth, a link to the client’s chart and in some cases tags. This lets you build highly personalized and automated sequences.

2. If You Do Not Have a Website Yet

Bodygraph offers a simple internal Website Builder. It uses a stack-on-stack system where you add sections and adjust fonts, colours and images. While it is intentionally simplified, it is more than enough for a clean landing page or a full starter website for human design or astrology services.

Before choosing a builder:

• Check Bodygraph’s built-in builder to see if the simplicity works for your needs.

• Explore external builders and compare their plans and features.

• Pick the one that aligns best with your business model and long-term plans.

3. Avoid Getting Stuck on Small Decisions

New users often pause over details such as:

• Not having a logo yet

• Not deciding colours

• Not choosing illustrations

• Not knowing the website style

These elements do not matter at the beginning. Bodygraph provides:

• Pre-made chart designs for chart integrations

• Pre-made templates for Reading and Audio Reports.

Launching quickly is what produces ROI (return of investment). You can always refine branding later.

4. Creating a Quick Starter Logo

A simple logo is more than enough for launch. A fast method:

1. Create a free Canva account

2. Search “logo” in templates

3. Edit any template with your name and preferred style

4. Download as PNG with transparent background

5. Optionally convert a PNG into an SVG using an online converter

6. Create multiple variations

   • white

   • colored

   • background versions

Upload your logo into the Bodygraph Brand Kit for easy access when customizing reports.

5. Selecting Brand Colours

You need only two or three dominant colors.

If you already have a website

Use a browser or any free online color picker to identify your dominant tones.

If you are starting from scratch

Pick colors when designing your site. Then use those same colors in your chart design and reading reports so everything blends visually.

6. Finding Website Style Inspiration

Pinterest is a reliable resource for design ideas. You can browse:

• Layout concepts

• Color combinations

• Font pairings

• Aesthetic styles

You do not need to copy designs exactly. Instead:

• Extract the color palette

• Follow the general layout

• Replace images with your brand visuals

This helps you achieve a professional look without being a designer.

7. Systemizing Your Content Before Building Reports

Many users already have large amounts of content in PDFs, slides, workbooks or notes. Systemizing and proofreading content early makes the report building process much easier.

Why systemize first

Bodygraph report automation work based on property outcomes. Examples:

• Human Design type

  • Generator

  • Manifesting Generator

  • Manifestor

  • Projector

  • Reflector

• Defined or undefined centres

• Channels

• Astrological placements

  • Example: Sun in Aries, Sun in Taurus

  • Example: Ascendant in Gemini

  • Example: Sun in the First House

• And much more

Each page in your report must correspond to one specific outcome. The system selects pages individually and does not support multi-tag combinations like “Generator with Profile 1-3”.

Best practice

• Prepare content for each outcome separately

• Proofread everything before pasting into the Reading Reports tool

• Store your content in labelled folders

• Keep text files, quotes and longer sections neatly organized

This prevents frustration and saves a considerable amount of time.

8. Preparing Content for Your Website and Emails

Organize text you will need for:

• Your homepage hero message

• About Me section

• Quotes

• Testimonials

• Email sequences

  • Welcome email

  • Follow-up

  • Scheduling invite

  • Lead nurturing sequences

Having this content ready makes the technical setup quicker and cleaner.

9. Preparing Audio Tracks for Audio Reports

If you plan to use the Audio Report feature, prepare your tracks in advance.

What Bodygraph does not include

• Audio recording

• Audio editing

These must be completed outside the platform.

What to prepare

• Crop and organize your audio tracks into folders

• Convert them into supported formats if necessary

• Leave a few seconds of silence before and after each track

• Test upload at least one or two tracks in Bodygraph to check the flow

Tagging audio

Like text pages, audio tracks must be tagged per outcome.
Example: an authority-specific track must be tagged for each authority type.

If you have a podcast or YouTube channel, consider repurposing those audios by trimming and organizing them.

Final Thoughts

Good preparation helps you make the most of Bodygraph’s tools. By organizing your content, setting basic branding, choosing your website platform and preparing your audio tracks, you save significant time once you enter the actual design and automation process.

The next step after preparation is learning how to create your personalized chart design – from submission form to the final chart visuals.

Also check video tutorial below:

Still have questions? Is above guide outdated? Please message us on Live Chat or send an email to support@bodygraph.com.