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How DoulaFlow works

Step-by-step answers for every part of the product, written plainly. Nothing here is behind a login.

Clients

Adding families, intake, and moving them through the stages.

Create a new clientAdd a client and set up their contact info, package, and add-ons. Assign or change a client's packageSet the package a client is signed up for — at creation or any time after. Add an appointment for a clientBook an appointment and attach it to a client. Send an intake form to a clientEmail a client a secure link to your intake questionnaire — the answers land in their record. Invite a client to the appGive a client their own portal login — tracker, appointments, shared documents, and messaging. Send a document for signatureEmail a client a contract to sign online — upload it, place the fields, and DoulaFlow does the rest. Set a backup doulaLine up coverage for a birth — send a backup everything she needs in one email.

Calendar and appointments

Scheduling, views, working hours, and appointment types.

Packages, add-ons & appointment types — how they fit togetherThe three building blocks of what you offer, and how they connect. Create an appointment typeDefine a kind of visit you offer, with its default length and mode. View your calendarSee all your appointments and client due dates in one place. Switch calendar viewsMove between month, week, day, agenda, and year views. Understanding calendar colorsWhat the appointment and due-date colors mean.

Packages and services

What you sell, what it includes, and deposits.

Create a packageBuild a reusable service package you can assign to clients. Create an add-onDefine an extra service clients can add beyond their package. Add appointment types to a packageSet which visits a package includes, and how many of each. Set a deposit on a packageCollect part of the package price up front. Edit or delete a packageUpdate a package's details or remove one you no longer offer.

Invoices and payments

Billing a client, recording payments, and getting paid.

Create an invoiceBill a client for a package, with a deposit and balance schedule. Record a paymentLog a payment against an invoice and update its status. Download an invoice PDFGet a PDF of an invoice to share with your client. Manage your subscription and seatsView your plan, manage payment, and add or remove doula seats. Invoice statuses and depositsWhat Unpaid, Partially Paid, and Paid mean — and how deposits work. Connect PayPal for invoice paymentsAdd your PayPal.me link so clients can pay invoices online. Suggest a balance-due date on invoicesAuto-fill the balance-due date on new invoices — by gestational age or a set number of days. Remind clients about unpaid invoicesEmail clients a gentle payment reminder on an invoice's due date — once each.

Documents and messaging

Sharing files, signatures, and talking to clients.

Message a clientChat with a client in real time from the Messages page. Upload a documentAdd a file to your documents library. Share a document with a clientControl whether a document is private to you or visible to the client. Preview, download, or delete a documentOpen, save, or remove a file from your library.

Automations

The reminders and nudges DoulaFlow sends for you.

Automations — set-and-forget helpersSmall helpers that handle on-call status, invoice due dates, and payment reminders for you. Automatically move clients to On CallAdvance a client to On Call when she reaches a gestational age you choose.

Insights

The numbers behind your practice.

Reading your practice insightsWhat the Insights dashboard shows about your births, clients, and revenue.

Your practice and settings

Your profile, your team, branding, and notifications.

Update your profileEdit your name, contact info, and bio. Upload your practice logoAdd your logo so it shows on invoices, the client portal, and intake forms. Manage your teamInvite doulas, set their roles, reassign clients, and remove members. Notification preferencesTurn your email notifications on or off. Set your practice timezoneChoose the timezone your appointment times are shown in. Set your working hoursSet your usual availability so booking outside it gives a gentle heads-up.

Still stuck?

Email us and a person who built this will answer.