Skip to main content
Client Management

How to Add and Manage Doula Clients

Complete guide to adding new clients to your doula practice. Learn about encrypted client data storage, organization with tags, and managing client information securely.

4 min readUpdated Sep 22, 2025

Adding New Clients

Managing your clients in DoulaBub is simple and secure. All client data is encrypted to protect their privacy.

Adding a New Client

From the Dashboard

  1. Go to your Dashboard.
  2. Click the + New Client button on the top dock or navigate to Clients in the sidebar.
  3. Enter the client's information:
    • First & Last Name
    • Primary Email Address
    • Phone Number
    • Estimated Due Date (EDD) or Birth Date
    • Preferred Hospital/Birth Center or Home Birth details

Encrypted Client Records

DoulaBub encrypts all client personal health details and contact info client-side before storage, ensuring you maintain the highest standards of client privacy and compliance.

Next Steps

Was this article helpful?