Every client moves through Onboarding, Active, On Call, In Labor, Postpartum and Completed. While she is pregnant, how far along she is sits on her card, and the most urgent thing about her sits right under her name.
14 days free. No card needed. Cancel anytime.
Most CRMs sort people into leads and customers. A doula's clients move through a pregnancy instead, and the week matters more than the deal. Translating one into the other is extra work every day.
Clients move through Onboarding, Active, On Call, In Labor, Postpartum and Completed. The board shows every stage side by side, sorted by due date.
Each client shows how far along she is, like 36w 4d, worked out from her due date. It stops counting at the birth and is hidden after a recorded loss.
Under each client's name, DoulaFlow shows her single most urgent open item. It comes from the same place as your Home dashboard, so the two always agree.
Book a consult and DoulaFlow adds a lead with the consult on your calendar. When she signs on, onboard her from that same record, so nothing gets typed twice.
Small details that keep a full caseload easy to read.
Switch views any time. Your choice is remembered.
Past clients stay out of your list until you show them.
Remove a client by mistake and bring her back.
Add a client to your phone's contacts from her record.
An icon on the card shows which clients have a backup.
An admin can reassign a client, with a warning about open invoices.
Every plan includes unlimited clients. You are never charged per client.
Clients pay you directly through your own PayPal or Venmo. DoulaFlow never touches the money.
Ask and we send you a copy of everything: your clients, documents and birth records.
Megan runs her own practice and has the final say on everything we build.
Month to month or yearly. Cancel whenever you like.
Two of us, in Chattanooga, read every message.
No. You change a client's stage from the menu on her row or from her record. DoulaFlow also moves her to Active when you assign a package, and to On Call if you turn that automation on.
No. The stages are Onboarding, Active, On Call, In Labor, Postpartum, Completed and Inactive, plus Lead for people who have booked a consult.
From the client's due date, counted as 40 weeks. It shows as weeks and days, like 36w 4d, stops at a recorded birth, and is hidden after a recorded loss.
The board is part of paid plans. During the free trial you use the list view, which has search, sorting and filters.
Yes. You can import clients from a CSV file of up to 1,000 rows, including birth records, and DoulaFlow has built-in guidance for eDoula exports.
Add or import your clients during your free trial.
14 days free. No card needed. Cancel anytime.