The Quick Start Guide

How to add a new client:

1. Click on Clients in the top menu

2. Click New Client

3. Add your client’s information

4. Decide if you want to send a portal invite now or later 

5. Choose a label(s) (customize your labels in the Templates>Labels section)

6. Select save!

How to create a lead form to easily gather new client information:

1. Navigate to your Clients tab

2. Click lead forms in top right corner

3. Click new lead form

4. Edit your title, description and other options

5. Then open and customize to add or remove more question fields!

   Pro-tip: You can also have them upload files, gather insurance information, have them opt-in to SMS notifications or even gather a payment (if connected to Stripe) when they submit their lead form!

How to share your client with a backup doula (even if they don't pay for a Doulado subscription):

How to add your contracts or agreements:

How to create your first invoice:

I’d like to partner and/or become an affiliate

We have a new partnership program we’re so excited about - reach out to support@doulado.co if you’d like more information about becoming an official affiliate!

I have more questions, feedback, or a feature I’d like to suggest

We would love, love, love to hear it. Reach out at support@doulado.co.