Transfer a Journey

You can transfer a journey to another team, which grants access to the associated client's profile.

  1. In the Client Profile's Overview Page, click on the Transfer button in the Quick Stats area.


If it is a team client, only owners have access to transfer those client profiles.

  1. A window pop-up will let you select who you want to transfer the client to.

    1. Check the Client Appointments in the next section to transfer all appointments with that client because those are separated.

You may lose access to this profile if you transfer it to a team you are not apart of, or to another doula's personal clients tab.

Transferring completely moves this journey to another business (separate team or tab).

Options to transfer client profiles to may include:

  • Other assigned providers on that client profile, which would transfer the profile to their personal clients tab
  • Transfer to your own personal clients tab from a team
  • Or transfer to another team you are a part of