Inviting a client to the portal

You can decide when you'd like to invite a client to the portal depending on your preference. If you are manually entering the client profile, you have the option to invite them then. If you choose not to invite them during profile creation, you can manually invite them later from within their profile. If a client fills out a lead form to create their client profile, they will need to be manually invited to the portal when you are ready.

Most doulas choose to invite their clients to the portal once they are officially moving forward with that client, whether that is after contract signing, or after a successful consultation. Clients do not need access to their portal to view and fill out paperwork, see messages, see scheduled events or receive other email notifications from Doulado.

Having access to their portal gives them an easier view of paperwork, resources you've shared, their appointment list, message center and invoicing. Check out this article to see what a client portal looks like!

While creating the client profile

1. Enter the client information, as well as an email address, which is required to send the portal invite email
2. On step 2, make sure the option Send a portal invite now is selected. This is the default option for the primary client. Contacts and relatives will default to Do not send a portal invite now.

Inviting to the client portal manually

1. Open the client journey profile by clicking the client row in the client list
2. Click View Profile
3. Click Invite to Portal
4. The client will receive an email to create their account
5. If the client loses the email, you can go back in and Re-send client portal invite with the same instructions
6. Once their client portal is created, that button will change to Change Password in case you need to assist them with that
7. If you change their password and share with them, they will be asked to change their password when they log in