New Journey for an Existing Client

A Journey represents a specific episode of care and contains the information, documentation, files, and services related to that client's experience during a particular life event.

For example, if you support a client during a pregnancy and birth in 2024, and they return in 2026 for a subsequent pregnancy, you can create a New Journey. This allows you to retain the client's basic profile information while starting a fresh set of records, notes, forms, and services for their new experience.

Creating a new journey for an existing client is a great way to maintain a complete history of your relationship while keeping documentation organized and separated by episode of care.

It is the recommended approach for many use cases, such as:

• Mothers with more than one child
• Mothers returning for postpartum care
• Full-spectrum doulas supporting multiple life events of a client

Starting the Journey

1. Open the original client journey, and click the ➕ (New Journey) button near the Quick Stats area (top right).

2. Add any labels that the new journey should have, any notes, and populate any other fields available where applicable. Click Save.

3. This will then take you to the newly created Journey.

Archived Clients

If a client's previous journey has been archived, you can easily create a new journey from the archived record.

1. Click View Archive at the bottom of your main Client List.
2. Locate and open the archived client journey.
3. Click the New Journey button in the Quick Stats section.
4. Select any labels you'd like to apply, enter any updated information, and click Save.
5. A new active journey will be created for that client and will automatically appear in your main Client List.

This allows you to start a fresh episode of care while preserving the client's previous journey and documentation for future reference.