Help › Clients

Invite a client to the app

Give a client their own portal login — tracker, appointments, shared documents, and messaging.

  1. Open the client's case view (from your Clients list).
  2. Click Invite to log in. DoulaFlow creates the client's account and emails them a temporary password (their email address is their username).
  3. The invite screen also shows their login link, email, and temporary password with a Copy all to share button — a handy fallback if the email doesn't arrive. Use Resend email to send it again.

What the client gets: their own login at portal.mydoulaflow.com. On first login they set their own password, then they land in their portal — a pregnancy & baby tracker, their appointments (read-only), the documents you've shared with them, and real-time messaging with you. It's the client-facing side of your practice.

If a client already uses their portal and has lost access, resending will offer to reset their password (which signs them out first) — only do this when they truly can't get in.

More in Clients

Create a new client Assign or change a client's package Add an appointment for a client Send an intake form to a client Send a document for signature Set a backup doula