Onboarding

Overview

Onboarding is a required process for any user with login access to the platform, whether they are a client or a provider.

Provider Both Client
Plan Selection * Name, Email & Phone Birthdate & Location
Business Information * Profile Photo
Service Selection * Password & Terms Agreement
Source & Goals *

These steps are not shown if the provider has been invited as part of a team.

The assumption is that they do not need to customize a business or select a plan because they will operate primarily as part of the team (at least at first).

Table of Contents

Steps Overview

Step 1: Name & Contact

  • Name and email are required
  • Phone number is validated and can support multiple countries

Step 2: Birthdate & Location

  • All fields optional
  • Birthdate cannot be partially entered
  • Address will auto-complete

Step 3: Profile Photo

  • This section is optional
  • Can crop and zoom photo to center the face

Step 4: Plan Selection

  • Frequency (Monthly vs Yearly)
  • Available Plans
    • Plan name
    • HIPAA compliance status: indicates whether the plan is HIPAA-compliant
    • Trial period, if any
    • Price, or contact button

    • Help Button: opens more details about the corresponding plan

    • Discount Indicator: shows a tooltip with discount details for the corresponding plan if available

  • Payment Card Details: should be valid

Step 5: Business Information

  • Logo: Upload business logo
  • Business Name: Enter the name clients will see (DBA)
  • Currency: Select operating currency
  • Team Setup: Select "I have a team and I need to invite others" if a multi-doula practice. This will automatically create a team for you once you finish onboarding.

This option depends on your plan selection in Step 4. If you select this but choose a plan without a Teams feature, you will be asked to upgrade.

Step 6: Services

  • Allows selecting the services that the doula provides, during onboarding.
    • At least one service should be selected, but these services can still be customized later.
  • Controls what document templates are available, based on the labels that are copied.

Step 7: Password & Terms Agreement

  • The passwords are required and must match and be a specific length
  • Terms agreement is required

Step 8: Source & Goals

  • “How did you find us?” field is shown if and only if not invited
  • “What are your goals with this platform?” field is always shown