User Menu

Your User Menu provides quick access to account functions, business settings, and key actions within Doulado.

From here, you can switch between views, manage your teams, update your account, and access help and support, all in one place.

Table of Contents

Views

The options and sections available to you in your User Menu which will vary based on whether your account is a Doula account or a Client account.

An example of a doula's user menu

Doula Sections

Switch View

As a Doula, this section will only be available to you if you have been added as a client by a doula or team who has also enabled the client portal for you.

In this section, you can switch between Doula View and Client View, depending on the task you're currently trying to perform.

Activate Doula View when performing doula-related responsibilities, such as managing your own business and clients.

Activate Client View to access information relevant to any care being provided to you as a client of another doula.

Switch Team

Switch Team section of the user menu

This section allows you to choose the single business (e.g. team or 'personal clients' area) relevant to your intended activity at the current moment in time.

If a team is selected, you can use its Manage Team button to update settings and configurations relevant to that team.

Manage Team button

If your personal business (e.g. "Personal Clients") is selected, you can use its Convert to Team button to turn your personal business into a team (with the option to either create a new personal business or turn another existing team into your personal business).

You can also create a new team using the Add a Team button

Selected Business

Available if the selected business is either your personal business, or a team on which you are an Owner.

  • Balance: Displays the current funds balance for the selected business. Press to see more details in the Balance & History view.

Doula & Client Sections

Your Account

Manage your personal profile, subscription, and notification settings.

  • View Your Profile

    Opens your personal profile where you can view and update your information

  • Select or Modify Plan (Doulas only)

    Choose, upgrade, or update your subscription plan

  • Billing History (Doulas only)

    View your past subscription payments and billing details

  • Notifications (Doulas only)

    Manage your email notification preferences for activity and updates within the app

Help & Support

The Help & Support section gives you access to resources and assistance whenever you need it.

  • Recent Changes

    View the latest updates and improvements to the platform

  • Get Help (Doula only)

    Access helpful guides, FAQs, and options to contact support

  • Contact Support (Client only)

    Reach out to the support team for assistance.

  • Help Articles

    Browse detailed guides and documentation for additional support on an external page.

Other Actions

The Other Actions section includes additional tools and settings to help you manage your account.

  • Invite Others (Referral program only)

    Send invitations to other doulas and share Doulado through your referral link

  • Change Timezone

    Switch your working timezone to match your schedule or location

  • Sign Out

    Log out of your account and return to Doulado's sign-in page