Client Portal Overview

Clients have a similar looking portal to the doula's profile, but with less information shared. They have access to the following tabs: Dashboard, Files, Paperwork, Billing, Messages and Appointments.

Clients do not see anything labeled as a "Note" within Doulado, whether the note is added in the note section or attached to a visit.

Here are things the client can see or do within their portal:

  • Their personal profile, where they can edit their contact and demographic information
  • Dashboard showing outstanding documents, open balances and files
  • The file center, showing any files or resources you have uploaded, as well as copies of any documents they have completed (e.g., signed contracts)
  • A list of paperwork they have been requested to complete
  • Invoices that have been sent, and the ability to pay them (if you are connected to Stripe)
  • Payment history and a way to manage payment methods
  • The message center, where they can see messages, and start new conversations with any of their providers in Doulado
  • Appointment list where they can see upcoming appointments that are scheduled and book future appointments (if booking pages are shown in portal)

Client Portal Creation

When you are ready to invite your client to the portal, this is the notification your clients will receive when you invite them:


They can click the "get started" button in order to create their Doulado portal account that is linked to you. Below is what it looks like when they create their client portal:

Clients cannot create an account with Doulado until they have been invited by their doula to the portal. After they create their account, they can login at the same address as doulas, app.doulado.co