Client Portals
The Client Portal provides clients with secure access to their information, documents, invoices, and communications.
Clients can view appointments, complete paperwork, make payments, and communicate with their providers. While the portal looks similar to a doula's profile, it shares less information.
Understanding these limitations will help you set clear expectations around communication, documentation, and privacy between you and your client.
For more information on the Client Portal UI, check out Client Portal Overview.
The Client Portal is the same application that you log into, just with a different view.
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If you're a provider who also identifies as a client, you can switch back and forth between Client and Doula views.
Table of Contents
- Client Portal Overview
- Inviting a Client to a Portal and Enabling Access
- Access Scenarios & Account Linking
- Managing Client Relationships
What Clients Can See in Their Portal
Clients have access to a simplified version of the Doulado portal, focused on communication, paperwork, and billing.
Clients can:
- View and edit their personal profile information (name, address, email, phone #, etc)
- See outstanding documents, balances, and files on their dashboard
- Access shared files and completed documents
- Complete requested paperwork
- View and pay invoices (if Stripe is connected)
- Review payment history and manage payment methods
- Send and receive messages
- View and book appointments (if enabled)
Clients never see anything labeled as a “Note,” including client journey notes or visit notes.
Client View Vs. Internal (Doula) View in Doulado
| Feature / Area | Client Portal (What Clients See) | Doula / Internal View |
|---|---|---|
| Dashboard | ✔️ Outstanding documents, balances, and files | ✔️ Full client overview, recent activity, invoice totals |
| Profile | ✔️ Edit personal & demographic info | ✔️ View and edit client profile info, and add contacts |
| Files | ✔️ Ability to upload their own files, view resources that have been shared, and completed paperwork | ✔️ Share resources, upload files, and organize all files into folders |
| Paperwork | ✔️ View and complete assigned documents and forms | ✔️ Send, track, and manage paperwork, as well as keep paperwork internal without sharing to client portal |
| Invoices | ✔️ View invoices and pay (if Doula is connected to Stripe) | ✔️ Create/edit invoices, manage payments |
| Payment History | ✔️ View historical payments | ✔️ View or edit historical payments |
| Services | ✔️ View purchased, used and remaining services linked to a paid invoice | ✔️ View and edit purchased, used and remaining services linked to a paid invoice |
| Messages | ✔️ Send and receive messages with assigned doulas, and/or team admin | ✔️ Communicate with all clients, and team members (if applicable) |
| Appointments | ✔️ View upcoming appointments in log & book appointments (if enabled) | ✔️ Schedule, manage, and document visits. Send or fill out attached paperwork, and add visit notes |
| Checklists | ❌ Not visible | ✔️ Manage and track tasks related to their client journey |
| Expenses | ❌ Not visible | ✔️ Track and record business expenses |
| Notes | ❌ Not visible | ✔️ Private clinical/internal notes |
| Visit Notes | ❌ Not visible | ✔️ Internal documentation |
| Client List | ❌ Not visible | ✔️ View all clients |
| Portal Management | ❌ Cannot invite others | ✔️ Enable client portal for primary client and/or additional contacts |