What is a client journey?
A Client Journey, often just called a "client" or "client profile", can be thought of as a "project" that follows the cycle of care that happens around the client while they are going through a life event. It contains a set of related information, documents, invoices and notes that all pertain to this life event. A person may have more than one journey, especially mothers who have a second child. In this case, we usually advise starting a new client journey (i.e., project) with the same client.
Can I start another journey with the same client?
Yes! This is the recommended approach for several use cases:
- Mothers having a second child
- Mothers returning later for postpartum care
- Full spectrum doulas caring for multiple life events for the same client
How do I start a new journey with the same client?
If you are providing a new set of services to the same person you previously worked with, there are two ways you can do this:
- Find the client journey in your client list, and click the New Journey (plus) icon
- Create a new client record like normal, but be sure to use the same email address for the client. Doulado will find the matching client profile and ask if you want to use that.
Why do I need permission from the client?
In cases where the client already has a previous journey in Doulado with another doula, the client will need to approve access to their contact information, if you used the same email address they used previously. This is beneficial because it links to their current client portal. However, you have a few options:
- Create the client journey with an email address
- Create the client journey with a different email address
- Wait for the client to approve the request via the link in the email they receive (example below)
You can still do anything else you need to do in Doulado, you just won't be able to view the client's contact and demographic information until they approve.
