Doulado Knowledge Base
  • For Doulas
  • For Clients
  • Our Company

Teams & Agencies

  • Teams overview and permissions
  • Creating a team
  • Switching between teams
  • Inviting and managing members
  • Viewing and messaging team members
  • Editing team settings
  • Adding team business details
  • Deleting or pausing a team
  • What Does your Team Member See
  • Assigning clients to team members or other doulas
  • Templates for team members
  • Business Information on an Invoice
  • Auto Lock Screen
  • Starting a New Team Account
  • Network Profiles
  • Transfer Client Profile
  • Linking your Visit Log to Paid Services
  • Team Wide Events
  • Telehealth
  • Backup Doulas
  • 1
  • 2

Categories

  • Calendar
  • Claims
  • Getting Started
  • Client Portal
  • Clients & Journeys
  • Templates & Paperwork
  • HIPAA
  • Invoices & Payments
  • Lead Capture
  • Messaging
  • Plans & Billing
  • Recommendations & Best Practices
  • Referrals & Affiliate Program
  • Tasks & Reminders
  • Teams & Agencies
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