Sharing a Client Journey

Within Doulado, you can share a client journey with another doula in order to provide information to a backup or doula partner!

Below are the two ways that you can easily share the journey with another provider. When you share the journey, the doula will receive an email notification from Doulado.

Each doula can access 1 client journey for free, and after that, they would need their own subscription to continue accessing additional client journeys.

If the doula has their own Doulado subscription, you can share unlimited client journeys with them!

How to Share a Client Profile with Another Doula

From the Client List:

1. Go to the main client list in your Client tab.

   

2. Find the client you are assigning to another doula.

3. Click on the Assign icon on the right.

   

4. Type in the email address for the doula you want to assign, choose their permission level with that client profile and assign a role from the dropdown menu (or type in your own custom role).

   

Or from within the Client Journey:

1. Go to the main client list in your Client tab
2. Find the client you are assigning to a provider, and click the row to open their journey

3. On the Overview tab, scroll down to the bottom-right corner of their journey

   

4. Click Share in the Share this Profile section
5. Type in the email address for the doula you want to assign, choose their permission level with that client profile and assign a role from the dropdown menu (or type in your own custom role).

Permission Levels When Sharing a Client Profile