Client Portal Overview
Clients have a similar looking portal to the doula's profile, but with less information shared. This article explains the difference between what clients can see in their Doulado portal and what remains private to their doula. Understanding these boundaries helps set clear expectations around communication, documentation, and privacy, ensuring both providers and clients know how information is shared and protected within the platform.
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.
What Clients Can See in Their Portal
Clients have access to a simplified version of the Doulado portal, focused on communication, paperwork, and billing.
Clients can:
- View and edit their personal profile information (name, address, email, phone #, etc)
- See outstanding documents, balances, and files on their dashboard
- Access shared files and completed documents
- Complete requested paperwork
- View and pay invoices (if Stripe is connected)
- Review payment history and manage payment methods
- Send and receive messages
- View and book appointments (if enabled)
Important: Clients never see anything labeled as a “Note,” including client journey notes or visit notes.
Client View vs. Internal (Doula) View in Doulado
| Feature / Area | Client Portal (What Clients See) | Doula / Internal View |
|---|---|---|
| Dashboard | ✔️ Outstanding documents, balances, and files | ✔️ Full client overview, recent activity, invoice totals |
| Profile | ✔️ Edit personal & demographic info | ✔️ View and edit client profile info, and add contacts |
| Files | ✔️ Ability to upload their own files, view resources that have been shared, and completed paperwork | ✔️ Share resources, upload files, and organize all files into folders |
| Paperwork | ✔️ View and complete assigned documents and forms | ✔️ Send, track, and manage paperwork, as well as keep paperwork internal without sharing to client portal |
| Invoices | ✔️ View invoices and pay (if Doula is connected to Stripe) | ✔️ Create/edit invoices, manage payments |
| Payment History | ✔️ View historical payments | ✔️ View or edit historical payments |
| Services | ✔️ View purchased, used and remaining services linked to a paid invoice | ✔️ View and edit purchased, used and remaining services linked to a paid invoice |
| Messages | ✔️ Send and receive messages with assigned doulas, and/or team admin | ✔️ Communicate with all clients, and team members (if applicable) |
| Appointments | ✔️ View upcoming appointments in log & book appointments (if enabled) | ✔️ Schedule, manage, and document visits. Send or fill out attached paperwork, and add visit notes |
| Checklists | ❌ Not visible | ✔️ Manage and track tasks related to their client journey |
| Expenses | ❌ Not visible | ✔️ Track and record business expenses |
| Notes | ❌ Not visible | ✔️ Private clinical/internal notes |
| Visit Notes | ❌ Not visible | ✔️ Internal documentation |
| Client List | ❌ Not visible | ✔️ View all clients |
| Portal Management | ❌ Cannot invite others | ✔️ Enable client portal for primary client and/or additional contacts |
Client Portal Creation
When you are ready to invite your client to the portal, this is the default notification your clients will receive when you invite them. This can be customized under Templates>Notifications.
How It Works
- The doula sends a portal invitation
- The client receives an email notification
- The client clicks “Get Started”
- They create their portal account
- Their account is linked to the inviting doula
Clients cannot sign up independently. 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