Network
The Network section is a space, separate from your main client list, to store information and create journeys for people that are not formal clients.
A network journey is similar to a client journey; you can take notes, send paperwork, share resources, upload files, and send invoices.
A good use case might be to have a place for collecting contracts from team members, or doulas in your referral network.
Network journeys do NOT have access to the standard client portal.
Table of Contents
- Adding and Managing Network Profiles
- Network Journeys
- Transferring a Journey
- Can Doulas Invoice an Organization through Doulado?
Where to Find It
You can find your network list by navigating to Clients → Network.
