Top Navigation
Top navigation contains links to the main areas in the app. It can differ slightly depending on the current view. The areas it links to often include side navigation as well.
Table of Contents
Doula View
Search and Navigation
The Search bar helps you quickly find clients by entering key details such as their name, email, city, or client ID.
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Search Area
Type your search terms here
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Results Area
Matching clients will appear as you type, showing their name, ID (if available), and journey status
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Clear (X) Button
Click to clear your search and start over
You can search using multiple terms (for example, first and last name), and results will match across different fields like name, email, or city.
The side Navigation Panel allows you to move between the main areas of Doulado.
Each main tab has these side panels:
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Home |
Clients |
Templates |
Billing |
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Dashboard |
Clients |
Paperwork |
Visits |
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Calendar |
Paperwork |
Resources |
Services |
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Checklists |
Invoices |
Invoices |
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Network |
Labels |
Payments |
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Appointments |
Expenses |
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Booking Pages |
Insurance |
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Notifications |
Claims |
Client View
In the Client View, you don't have the Search feature and the navigation tabs are also different:
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Home |
Files |
Paperwork |
Billing |
Messages |
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Dashboard |
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Invoices |
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Appointments |
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Services |
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Payment History |
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Internal View
In the Internal View, you only have 3 top navigation tabs:
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People |
Templates |
Claims |
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Doulas |
Paperwork |
Payers |
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Contacts |
Services |
Enrollments |
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Plans |
Resources |
Remittances |
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Businesses |
Labels |
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Logs |
Notifications |
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