Network Profiles
The "Network" section is a space, separate from your main client list, to store information and create profiles for people that are not formal clients. A network profile is similar to a client profile where you can take notes, send paperwork, share resources, upload files and send invoices! You can also have separate Network lead forms that will create a new network profile when they are submitted. Your network profiles could include people such as:
- Doulas looking to join your agency
- Doulas contracted within your agency
- Local doulas you work with occasionally
- Doulas joining your mentor program
- Vendors you need to bill for services
The roles (or labels) for network profiles can be edited in your Templates>Labels section, by toggling to the Network tab at the top next to Client. Those labels can be added to a Network profile, and are needed in a Network lead form to label that profile
Adding a Network profile for a doula that you work with, whether as a consistent backup or a doula in your agency, is completely separate from adding them to your Doulado "team" or sharing client information with them! It is way to have peer to peer paperwork signed, keep track of certifications, message fellow doulas in Doulado (if not a part of a team), or bill them for any fees. A great example of using a Network profile is to have a backup doula sign a backup contract for you, or to use a network lead form to gather applicants to join your doula agency!
Network profiles also do not have access to a portal. If the doula also uses Doulado, and you want them to be able to view their network profile, you can assign them to it by "sharing the profile". When they login, they can then view that Network profile either from the team it is on, or on their personal clients tab (if they are not apart of that team). Otherwise, they can not view notes, upload their own files, or see a checklist they are a part of. When they are assigned to their network profile, they can view that profile in their network list (whether on a team or solo tab).
Sharing a network profile with a doula does not add them to your team. If you do want to move forward with adding that doula to your Team within Doulado, you can invite them in "manage team settings" separately. Alternatively, if they are already a team member, you can add a network profile for them separately if needed. They may need to approve the sharing of their information by accepting the link of their demographic information from an email notification.
If you are looking to share a client's profile with another doula, please see this article on sharing client profiles. If you are a part of a team, and want to assign a team member to a client profile, check out this article!