March 2024

We have introduced several exciting updates to our platform recently!  These features have been requested by many users, and we are so excited for these!  We hope these help further organize your Doulado client list, and streamline your workflow. Here is a breakdown of some of the recent updates made:

#1 Multiple Client Labels!

• Multiple Labels Per Client: Managing clients just got more organized with the introduction of multiple client labels. This feature allows you to label clients with multiple service options, instead of limited to only listing one. This will make it easier to sort and manage your client’s journey, and keep track of people with multiple service types.

• Customize Label Names: Within the templates tab on top, there is a new option on the left-hand side called “Labels”. There are 3 categories of labels, which can all be customized to your needs.  You can move the labels to different categories, and add custom labels.

• Listed in Lead Forms: Both Maternal Health and Home Health labels will be listed as options on your lead forms.  Clients also have the ability to choose multiple service types on the lead forms when first registering to show interest in more than one service!
• Auto Configure Form Fields: Now instead of having to add new form fields of information you like to have handy each time you add a client, the form fields can now be customized to automatically populate within the info section of a client profile. You can add new form fields here that you would like to keep track of for each category, and when adding a new client, that information will be requested automatically.

#2 Customize “Outside Payments”

• Name Outside Payments: When noting an outside payment for a client on an invoice, now the screen has the option to name payment method when manually entered, enabling you to specify the payment method used, whether it's "Venmo," "Cash," or any other preferred name. 

• Transparency: This enhances clarity and transparency in your financial transactions, and helps you keep track of outside payment locations.

#3 Payment Notification Control

• Notification: When making an outside payment, you now have the option to decide whether or not to notify the recipient. 
• Choose To Send: By default, notifications are enabled, ensuring seamless communication, but the choice is yours if you don't feel they need to be notified via email when you make that notation. The outside payment will still show up as paid on the invoice, but you can choose not to send a notification to the client if it is not necessary. 

#4 Private Notes on Clients

• Mark as Private: We've introduced the ability to mark notes on a client as private. These private notes are visible only to the author and designated client owner(s), ensuring confidentiality and discretion in your client management process.
• Team Use: When creating a new note, you can choose if it is “visible to all providers” within the team, or “only visible to you and team owners”.  If you have contributors on your team that can see all clients, even if they are not assigned to them, this note would not be visible to the

#5 Calendar: Phase 1

• Internal Booking: With this new calendar feature within Doulado, you can book appointments, meetings, and shifts internally. The calendar allows for a meeting name, attaching a client and provider, time, location, and description.
• Notifications: There are a couple of notification choices including ability to notify the client when the appointment is booked, send them a reminder 1 day prior to event, and also if there are any changes made to the appointment!
• Linked to Visits tab: Anything created as a new events, also transfers to the visits tab so that you can easily track hours and details in that list as well. The appointment can be edited in the visits tab, as well is directly in the calendar.

• Team Use: You can now assign every doula on your team an individual color! When booking appointments in the calendar, the client's name shows on the calendar booking, and the color of the event coordinates with the provider (Doula) it is linked to!

#6 On Call Viewing

• View On-Call Windows: It is now much easier to view your personal on call-windows for current clients, as well as view the windows for multiple team members all in one location!

• Automatically Added: Every client with an "Due Date" added into their profile will show up on your on-call windows. The gray bubbles on the same line as your name is all of the timeframes, and how they overlap. If you open the tab, it will then show each one individually with an automatic time frame of 38-42 weeks according to their "Due Date".
• Customizable Time Frame: You can edit that 4 week window for individual clients if needed! You can click on the 4 week bubble, and the change the start or end date. Once the window is ended, it will have an orange outline around it to show that it has been changed from the standard "on-call window".

#7 Pay Button on Lead Forms

• Accept Payment in Lead Forms: We have added an option to add a payment button into a lead form to accept a registration fee, or have a client pay for a class directly when they submit their information.

• 

  Connected to Stripe: You do need to have your Doulado account linked to Stripe to be able to accept those payments through the lead form.

• Customizable: You can name the type of fee, and customize the amount. There is also a checkbox added so that the client would have to check the box to show they agree to pay the $x amount before submitting their information.

• Completed: Once they submit their form, they will be added to your client list as a "Lead", and an invoice will be created, and marked as paid for that amount so you can track that in payments!

What's Next?

We have several items at the top of our roadmap. Here's a sneak peek at what we will be working on next:

• More Calendar Features: Ability for clients to schedule their own appointments within your availability, linking to Google Calendar, more notification options, and more!
• Invoice Updates: We are working on being able to show the installment breakdowns with payment due dates so you know when each payment is due. We are also adding the ability to add a discount, or add sales tax to the invoice for your business needs!
• Workflows/Automations: This is our next big feature rollout, and we know how important it is to our users! It may be done in phases as we figure out the best route, but you will have the ability to set up custom triggers to automate your workflow and send things automatically to your clients!

We are so excited to introduce these important updates, and we hope these make Doulado even better for you! Thank you for choosing to be a part of our community! We remain committed to continuously enhancing features to meet your evolving needs.