Today’s doula can have it extremely easy and track all client information without using any paper.
Potential or existing clients can go to your doula website and type in all the information that you need. This allows doulas to have important details about potential clients even before a meeting so that they can be extra prepared and tailor their doula pitch to the specific needs of expecting families.
Online forms can be created for free using many internet websites. Links to these forms can also be emailed or sent by text to families. Click these examples below:
- Jot Template
- Google Forms
- Microsoft Forms
- Survey Monkey
- Formidable (WordPress plugin)
The great thing about using online forms is an instant spreadsheet or database of your client is created and then you can use the information in many ways that paper would limit you. For example you could email invoices to all your clients utilizing the database. All the information you need to serve your clients is always available at your finger tips and can be made accessible online.
Below are some examples of doula online forms. Keep your forms short or break them into small parts so that clients are not overwhelmed.
Examples of online doula forms, click below:
Reflect on the strong and weak points of the forms you have viewed. Consider what information you would need to know and collect from the families you will serve.
Do your own research regarding online forms by searching the internet using the key words “Doula Intake Form”.