Using the Client Portal for Doula Services

Give parents a clean, private, and secure portal to review their birth plans, access shared resources, view invoices, and communicate with you.

Inviting Clients to Their Portal

1. Navigate to Dashboard → Clients.
2. Select the client and click Client Portal.
3. Generate or copy the unique client portal invitation link.
4. Send the link directly to the client via email or text message.

What Clients See

In their private portal, clients can:

• Review and update their birth preferences and intake details
• View and download invoices and track payment receipts
• Access educational resources and handouts you've shared with them
• View upcoming appointment times and scheduled visits