Why do I need to 'request access' for my client's information?
Sometimes when you add a new client to your Doulado client list, you may notice a “Request Access” message instead of being able to edit their profile directly. This happens when a client has previously worked with another doula who also uses Doulado. In these cases, the client may already have an existing profile in the system—with details like their full name, email, phone number, date of birth, address, and more. To protect their privacy and ensure accuracy, Doulado doesn't automatically share this information with new doulas unless all of it is already provided when the profile is created. Instead, we give clients control over who can access their shared profile information. This helps keep their data secure, avoids duplicate records, and makes sure their information is always up to date—especially when they’re receiving care from multiple doulas over time.
If you receive the client information via a lead form, and they have entered it themselves, you will not need to request access, even if they have an exsisting profile within Doulado with another doula/provider.
Shared Clients = Shared Info (With Permission)
If your client has already worked with another doula using Doulado, they may already have a profile in the system—with details like:
- Name
- Date of birth
- Sex/Pronouns
- Phone number
- Full Address
To protect their privacy and give them control, Doulado doesn’t automatically share that information with new doulas, unless you already have all of that information and enter it when creating their client profile in your account. Instead, we ask that you request their permission to access everything in their profile.
Although a client may have multiple journeys with different doulas working in Doulado, their profile information (that can be edited by the doula or the client themselves) is shared across all journeys.
What does requesting access do?
If you are seeing this message inside a client profile, you can click on the small 3 dot menu, and select “Request Access”. Then the client will receive an email asking them to approve sharing their profile details with you. When you select this button, it will send an email notification to the client that you are requesting access to their profile information. An example of the email is shown below. If they approve your access, the contact information that has been added in their profile will then show in your account (phone number, address, birthday, etc.).
Example of the email notification sent to your client when "request access" is submitted.
Example of what the client needs to agree to when clicking on "Approve" from the email.
What You’ll Gain Access To
You’ll only receive access to the information under “View Profile > Edit Profile”—this includes things like contact info and date of birth.
It does not include any notes, visit records, or documents from their previous doula or any other care team. Only you, and other assigned providers or team members can view their notes, documents and information regarding their client "journey" under your business.
Why This Matters
This feature is built to:
- Keep client information secure
- Prevent duplicate records and link client portals together
- Empower clients to control who sees their profile
Once the client approves your access, you’ll be able to view and update their profile just like with any other client!