👀 Sneak Peek: Exciting Updates Coming Soon to Doulado!

Updated: August 25th, 2026

At Doulado, we’re always working behind the scenes to make your experience smoother, smarter, and more powerful. And we’re excited to give our dedicated community a first look at some of the improvements that are just around the corner!

We’ve been busy improving Doulado to make client tools, billing, and workflows easier and more accessible. These updates help you spend less time on logistics and more time supporting families.

Here’s a preview of what’s coming soon:

#1 Workflows & Automations

• Introducing Workflows & Automations: Checklists are now Workflows, giving you new ways to organize client journeys, automate repetitive tasks, and send communications, resources, paperwork, invoices, and more based on your workflow triggers.

#2 Lead Forms & Client Management

• Safer Lead Form Editing: You'll now be warned before closing a Lead Form with unsaved changes, helping prevent lost work.
• More Control When Merging Clients: When merging duplicate client journeys, you can now choose which information to keep when duplicate details exist.
• A Simpler Booking Experience: Clients can now select their appointment type, provider, and date/time before being asked to verify their email or complete a Lead Form.

#3 Paperwork & Client Communication

• Paperwork Transfer Notifications: Get notified when paperwork is transferred to you, so you can stay on top of newly assigned documents.
• More Flexible Paperwork Transfers: Any team member with the Owner role can now transfer paperwork, and transfers are recorded in the client timeline.
• More Flexible Verification Codes: Clients accessing secure links from an unrecognized device can choose whether to receive their verification code by email or SMS.
• More Control Over Paperwork Addendums: Choose when completed paperwork becomes locked, either when first completed or based on a visit status.

#4 Team Management

• Easier Team Reactivation: Resubscribing to a Teams plan now makes it easier to restore inactive teams and get existing team members back up and running.

Stay tuned for the full rollout and get ready to explore these new features in action!