Practitioner Manual

Section 1

What is EnneagramTest?

EnneagramTest is a professional platform that allows therapists, coaches and counsellors to offer their clients a guided Enneagram discovery session — fully branded to their own practice.

Each session is a one-to-one AI-guided conversation of around 20–35 minutes. The AI explores the client's motivations, patterns and behaviours using the full 27-subtype Enneagram framework. At the end of the conversation, the client receives a detailed personalised report covering their type, subtype, key strengths, growth path, and much more.

When the session ends, the report is generated and delivered to your dashboard for review. You then send it to your client via a secure link — they receive it by email.

What EnneagramTest is not

EnneagramTest is a personal development tool, not a clinical assessment. The Enneagram is an interpretive framework — results should always be discussed and validated with the client directly. The report is a starting point for your work together, not a final verdict.

Section 2

Getting started — your account

Registering

To create your account, visit the registration page at app.enneagramtest.co.uk/register. Enter your name and professional email address, then complete the payment for your starter pack of 3 sessions (£39.00).

Your account is created automatically as soon as payment is confirmed. You will receive a welcome email containing your admin dashboard link.

Logging in

1. Go to your admin dashboard: https://enneagramtest-app.pages.dev/admin
2. Enter your registered email address and click Send login code
3. Check your inbox for the one-time code (arrives within seconds)
4. Enter the code — you are now logged in
5. Bookmark the dashboard URL for easy access next time

Logging out

Click the Log out link in the top right corner of the dashboard. This is particularly important if you are using a shared or clinic computer.

Section 3

Your admin dashboard

Your dashboard has four tabs: Tokens, Settings, Reviews, and Practitioner Guides.

Tokens tab

This is where you manage your session credits. At the top you'll see a summary of your assessments:

Each row shows the client's name, email, report type, assignment date, and expiry date. Once a report has been sent, the date it was sent appears underneath their name.

By default, rows that need your attention — a report ready to review, or an assessment about to expire unused — are surfaced at the top and marked with a small red dot; everything else follows in date order. Use the All / Available / Assigned / Used tabs above the table to filter by status, and the search box to find a client by name or email — the filter and search work together. Click Client, Type, Assigned, or Expires in the table header to sort by that column instead; click again to reverse the order, and a third click returns you to the default view. If you have more than 10 assessments, use the page numbers at the bottom of the table to move between pages.

Click anywhere on a row to open its full detail — this is where you review and send reports, generate an Insight Exploration, or reclaim an assessment. See Section 8.

Settings tab

Customise how your session page and emails appear to clients, and set your default report type. Also contains your unique referral link for earning bonus tokens. See Section 4 and Section 10.

Reviews tab

Submit a review of your experience with EnneagramTest. See Section 11.

Practitioner Guides tab

Session-by-session guidance for working with a client once their type is confirmed — one guide per type, all nine live. See Section 14.

Section 4

Customising your branding

The Settings tab allows you to personalise every client-facing element of the platform — the session page your clients see, and the emails they receive.

Practitioner details

• Display name — the name shown to clients, e.g. Dr Sarah Jones or Sarah at MindPath Therapy. This is separate from your login email.
• Booking link — optional. If you add your Calendly or booking page URL here, a link to book a session with you appears in the report delivery email and in the Insight Exploration your client receives (see Section 8). Leave blank to hide it.

Colours

Set three colours for your session page:

• Primary colour — used for headings, buttons, and key highlights
• Accent colour — used for secondary elements and hover states
• Background colour — the page background your clients see

Use the colour picker or type a hex code directly. Your changes are previewed live on the session page once saved.

Font

Choose from five professional typefaces. A live preview appears next to the dropdown so you can see exactly how it looks before saving.

Logo & photo

• Practice logo — appears at the top of the session intro screen and in client emails. Paste the URL of your logo image.
• Therapist photo — a circle headshot shown on the intro screen and chat header. Paste the URL of your photo. Square images work best.

Email template

When you send a client their session link, the email uses your personal template:

• Subject line — the email subject. Default: "Your Enneagram assessment from [your name]"
• Opening message — the first paragraph of the email, written in your voice
• Email footer — your practice name, phone number, website — anything you want at the bottom of every email

Default report type

Choose which report your clients receive by default — the Personal Insight Report or the Professional Insight Report:

• Personal Insight Report — a personal development report covering the full Enneagram framework: type, subtype, strengths, vice & virtue, struggle and growth lines, growth path, and more. Suited to therapy, counselling, and personal coaching contexts.
• Professional Insight Report — a professional profile reframed for the workplace: executive summary, motivational drivers, workplace strengths, communication and collaboration style, leadership approach, developmental lines, and team fit. Suited to HR, leadership development, and organisational coaching.

Your default applies automatically whenever you assign a new session. You can override it for any individual client at the point of assignment — see Section 6.

Section 5

Understanding assessments

An assessment (sometimes called a token) is a single session credit. Each assessment allows one client to complete one Enneagram session. Assessments are purchased in packs and stored in your account until you assign them.

Assessment expiry

• Unassigned assessments expire one year from the date of purchase.
• Assigned assessments (sent to a client) expire 10 days from the date you send them. If your client doesn't complete the session within 10 days, the link stops working.

Reclaiming an unused assessment

If you assigned an assessment to a client who hasn't used it and you want to reallocate it:

1. Go to the Tokens tab
2. Find the assigned assessment in the table, or use the search box
3. Click the row to open its detail
4. Click Cancel & reclaim
5. Confirm the prompt — the assessment returns to your available pool immediately
6. The client's original link stops working

Section 6

Sending a session to a client

1. In your dashboard, go to the Tokens tab
2. Click + Assign to client
3. Enter a name for the client, used to personalise their greeting. This can be a full name, a first name, initials, or a reference like "Client 14" if they prefer to stay anonymous.
4. Enter their email address — this is where the link and report will be sent
5. Select the report type — Personal Insight Report or Professional Insight Report. This defaults to your setting in the Settings tab but can be changed for any individual client here.
6. Optionally, add a personal message for this specific client. Leave blank to use your saved email template.
7. Choose whether to send reminder emails — ticked by default. Uncheck to suppress all reminders for this client.
8. Click Send assessment link

The client receives an email within seconds containing their personal, one-time session link. The email is sent from hello@enneagramtest.co.uk with you copied in, using your branding and template.

Reminder emails

If reminders are enabled (the default), the platform automatically sends your client a nudge email if they haven't completed their session. Reminders are sent at:

• Day 3 — a gentle prompt to get started
• Day 7 — a final reminder that the link expires in 3 days
• Day 9 — a last-chance notice with 1 day remaining

If your client has started but not finished, the wording adjusts automatically to acknowledge they've begun and encourage them to complete the session.

All reminder emails use your branding and appear to come from you. To suppress reminders for a specific client — for example if the timing is sensitive — uncheck Send reminder emails when assigning their token.

What the client receives

The email includes:

• Your practice logo (if set)
• Your personal message or default template text
• A prominent Start your Enneagram assessment → button
• A note that the link is personal, one-time use, and expires in 10 days
• Your email footer with your practice details

Section 7

The client experience

Understanding what your client sees helps you prepare them and debrief them effectively.

Step 1 — The intro screen

When the client clicks their link, they see an intro screen showing your logo and photo (if set), a warm welcome message, and two fields: their name and the email address where they want their report sent. They also see a brief note about personal questions and their right to skip anything they're not comfortable with.

The intro screen also includes a consent statement explaining that their report will be shared with you, their practitioner, for review before being sent to them. The client must tick this consent checkbox before the Begin my assessment button becomes active.

Step 2 — The conversation

After clicking Begin my assessment, the AI guide introduces itself as your Enneagram guide, here on your behalf, and begins the conversation. The process takes 20–35 minutes and covers:

• Rapport building and getting to know the client
• Exploring their Hornevian and Harmonic style
• Deep exploration of motivations, fears, relationships and stress patterns
• Narrowing down to their Enneagram type
• Identifying their instinctual variant and subtype
• Confirming and refining before the report

Step 3 — The report

When the conversation is complete, the client sees a completion screen confirming their session is done and that their report will arrive by email shortly. The report is generated in the background and delivered to your dashboard.

The conversation itself is identical regardless of report type — the report type you selected determines how the findings are structured and framed.

Personal Insight Report

A personal development report covering:

• Core motivations, desires and fears
• Subtype profile (e.g. Self-Preservation 4)
• Key strengths
• Wing influences
• Centre of structure
• Vice & Virtue
• Struggle and Growth Lines
• Challenges & Blind Spots
• Growth Path & Recommendations
• Type Presence chart across all 9 types
• Summary Insight

Professional Insight Report

A professional profile reframed for the workplace, covering:

• Executive Summary
• Core Motivational Drivers (reframed in terms of professional behaviour)
• Enneagram Profile Overview
• Instinctual Subtype in the Workplace
• Wing Influences
• Your Centre of Structure
• Workplace Strengths
• Potential Challenges & Blind Spots
• Communication & Collaboration Style
• Leadership & Decision-Making Approach
• Team Fit & Organisational Value
• Developmental Lines (in struggle and in growth)
• Growth Opportunities & Development Recommendations
• How You Work Best (what brings out your best, and what gets in your way)
• Type Presence chart across all 9 types

Step 4 — The done screen

After the conversation, the client sees a completion screen confirming their session is done and that their report will arrive by email shortly. They can then close the tab.

You receive a notification email as soon as the session is complete, showing the client's name and Enneagram type. The full report is sent to your dashboard for review — see Section 8.

Section 8

After the session

Notification email

As soon as your client completes their session, you receive a brief email from EnneagramTest:

• Client name
• Enneagram type (e.g. SO 7)
• Date of completion

This is intentionally brief — no report content is included. The full report is waiting for you in your dashboard.

Viewing your dashboard

In the Tokens tab of your admin dashboard, the completed assessment now shows:

• Status: used
• The client's Enneagram type in the Type column
• The date used

Reviewing and sending the report

The report is available in your dashboard as soon as it is generated — usually within a minute or two of the session completing. In the Tokens tab, click the client's row to open their assessment detail, review the report, tick the confirmation box, and click Send to [client]. Your client receives a secure link by email with your branding — they can read the full report online and download it as a PDF.

By sending the report to your client, you confirm that you have critically evaluated the AI-generated report — not simply accepted its output — and are satisfied that it is appropriate to share. You retain responsibility for any safeguarding considerations that arise from the content.

Low-confidence results and the ⚠ flag

Occasionally, a client's answers don't settle cleanly on one type. They might sit genuinely between two types throughout the conversation, answer ambiguously to some of the deeper questions, or end the session before there's been a chance to confirm the result with them. Rather than forcing a tidy verdict in these cases, the platform records the uncertainty honestly.

When you see this flag, don't send the report automatically. Take a moment to review it with the uncertainty in mind, and consider a short follow-up conversation with your client before releasing it — often the quickest way to settle any doubt. If, having reviewed it, you're satisfied the typing is well supported despite your client's uncertainty, simply tick the safeguard checkbox and send as normal. This is exactly the moment the send gate is there for.

Re-viewing a sent report

Once sent, the report doesn't disappear from your side — the client's row in the Tokens tab shows the date it was sent underneath their name, and opening their row still gives you a View report link so you can reopen it at any time, for example to prepare for a follow-up session. This link works for 30 days after the session completes, the same window your client has to view and download their copy. After 30 days the report is automatically deleted and their detail view shows "Report expired" instead of the link.

You don't need to track this deadline yourself — 7 days before a report is due for deletion, you'll receive an automatic email listing every affected client by name, the exact date their report will be deleted, and a direct download link for each one, so you can save a PDF copy before it's gone.

Sending an Insight Exploration

A few days after a client has received their report, it's often worth sending a short follow-up — something concrete for them to sit with, and a natural nudge back into conversation with you. The Insight Exploration is a short, personalised two-page document that does exactly this: one page reflecting something specific the client actually said during their assessment back to them, and a second page suggesting a few points worth raising with you next time you speak.

It becomes available once you've sent the client their report. Open their row in the Tokens tab and, in the Insight Exploration section of their detail view, click Generate Exploration Document — this takes a little under a minute. Once it's ready, click View Exploration to preview exactly what your client will see, and when you're happy with it, click Send.

Like the report itself, the document matches the type your client received — a Personal Insight Exploration for Personal Insight Report clients, or a Professional Insight Exploration for Professional Insight Report clients — and carries your branding, logo, and photo. If you've added a booking link in Settings, it also includes a Book a session link, giving your client a natural next step.

Section 9

Purchasing more assessments

When your available assessments run low, purchase more directly from the Tokens tab of your dashboard.

Pricing

1. In your dashboard, scroll down to Purchase more tokens
2. Click the pack you want
3. Click Purchase selected pack — you'll be taken to a secure Stripe checkout
4. Complete payment with your card
5. You are returned to your dashboard and the new assessments appear immediately

Newly purchased assessments are valid for one year from the date of purchase.

Section 10

Referring a colleague

The Settings tab contains your unique referral link. When a colleague registers using it and completes their first purchase, you automatically receive 2 bonus assessment tokens — credited to your account with no further action needed on your part.

How to share your link

1. Go to the Settings tab in your dashboard
2. Find the Refer a colleague card
3. Click Copy link and share it with your colleague — by email, WhatsApp, or however you prefer

Your colleague registers and pays for their starter pack in the normal way. Once their payment is confirmed, 2 tokens are added to your account and you will receive an email letting you know.

Section 11

Leaving a review

We'd love to hear how EnneagramTest is working in your practice. Your feedback helps us understand what's working and what to improve.

1. Go to the Reviews tab in your dashboard
2. Select your star rating (1–5)
3. Write your review in the text field
4. Click Submit review

Your review is saved to your account. Thank you for taking the time to share it.

Section 12

Frequently asked questions

Can my client redo the session?

No. Each session link is personal and one-time use. Once a session is completed, the link cannot be used again. If you want a client to redo the session (for example after significant growth), you would assign them a new assessment.

What happens if my client doesn't complete the session?

If they close the browser mid-session, the assessment is still valid — they can use the same link to resume and the conversation will continue from where they left off. Their progress is saved automatically.

What if the link expires before my client uses it?

The link stops working after 10 days. You can reclaim the assessment from your dashboard (it returns to your available pool) and send a new link.

Is the conversation stored?

Yes — but briefly. Your client's conversation transcript and report are stored securely for 30 days after the session is completed, then deleted automatically. This gives you time to review the report and send it to your client. The transcript is never shared externally and is never visible to you. You'll receive an email reminder 7 days before deletion with a direct download link, in case you want to keep a copy of the PDF.

Can I see what my client said during the session?

No — and by design. The conversation is private to the client and never visible to you. You receive the full report automatically via your dashboard, but the underlying conversation transcript remains confidential.

What if the AI gets the type wrong?

The assessment doesn't force a result. It's designed to surface a confident type only when the conversation genuinely supports one — when it doesn't, the report is flagged as moderate or low confidence rather than presenting a false certainty (see Section 8's ⚠ confidence flag). Even a confident result isn't infallible. Always encourage clients to read their report with an open mind and bring any questions or disagreements to your session. The Enneagram is an exploratory tool — the real typing conversation happens between you and the client.

Which AI does EnneagramTest use, and is my client's data used to train it?

The typing conversation and report are generated by Claude Sonnet; Claude Haiku handles two smaller background tasks — an automated check on submitted practitioner reviews (see Section 11), and generating the optional Insight Exploration document (see Section 8). Both are developed by Anthropic and accessed via the Anthropic API, not via Claude.ai or any other consumer product. Under Anthropic's standard API terms, conversation data submitted this way is not used to train Anthropic's models by default. See the Ethics page and Privacy Policy for full detail.

Can I change my branding after clients have been sent links?

Yes. Branding changes take effect for all future sessions. Clients who have already received a link will see your updated branding when they open the session page (branding is applied live, not baked into the link).

What if a client doesn't receive the email?

Ask them to check their spam or junk folder first. The email comes from hello@enneagramtest.co.uk — occasionally this may be filtered, especially on corporate email systems. If it still doesn't arrive, contact us and we can investigate.

Can I use EnneagramTest on mobile?

Yes — the session page and admin dashboard are both fully responsive and work on mobile, tablet and desktop. Clients can complete their session on any device.

What is an Insight Exploration?

It's a short, optional follow-up document you can send a client after their report — one page reflecting something specific they shared back to them, and a second page suggesting points worth raising with you next. You generate and approve it yourself from the client's assessment detail in your Tokens tab; nothing is sent automatically. See Section 8.

What language is the session in?

English only, currently.

What are the Practitioner Guides?

Session-by-session reference guides — one per type — for working with a client after they've confirmed their type and subtype. Find them under the Practitioner Guides tab in your dashboard. See Section 14.

Section 13

Support

If you have a question not covered in this manual, or you encounter a technical issue, please contact us:

Email: hello@enneagramtest.co.uk

We aim to respond to all support enquiries within one working day.

Section 14

Practitioner Guides

Once a client has confirmed their type and instinctual variant (sp, sx, or so), the Practitioner Guides tab gives you a session-by-session reference for working with that specific type going forward — what to introduce, when, and what to watch for. All nine types are covered, each in its own guide.

Every guide follows the same structure:

• Quick Reference — the type's core fear, core desire, vice/passion, virtue, defense mechanism, core pattern, struggle and growth lines, and wings, at a glance.
• Subtype Snapshot — how the self-preservation, sexual, and social variants of the type typically present.
• Four stages — Confirming & Rapport, Naming the Core Pattern, Deeper Work, and Integration & Maintenance — each with general guidance plus notes specific to each subtype.
• Practitioner Cautions — common pitfalls specific to that type.
• Readiness Signals — what tends to indicate a client is ready to move from one stage to the next.

Each guide opens in a new tab and, like the rest of your dashboard, is only visible when you're logged in.