Quick Tip: Adding a client journey
Question: When should I create a new client journey?
Short answer: Create a new journey anytime you're supporting a client through a new period of care, like a new pregnancy, postpartum support, lactation care, or another service. A new journey copies over the client's basic profile and contact information while giving you a fresh space for notes, paperwork, due dates, labels, and visit logs.
Watch this Quick Tip Video to learn how you can:
- Create a new journey for returning clients while keeping previous care records organized
- Keep each pregnancy, birth, or care experience separate for cleaner documentation
- Create a new journey directly from an active or completed journey
- Add a new journey from the archive without needing to unarchive the client first
- Decide whether separate journeys or one continuous journey works best for your practice
- Automatically generate new journeys when clients submit a new lead form
- Merge duplicate journeys if one is accidentally created
Bonus Tip: If a returning client reaches out after completing care, you can create their new journey in just a few clicks. Their contact information is copied over automatically, so you can start documenting their new care right away while preserving their previous records.