Consider keeping only digital records and files for your doula business. It is extremely easy for today’s doula to track all her 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 using online forms you create. 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:
Your doula contract can also be digital. Make it a webpage and then just have clients state they agree to the contract. You can email them the specifics such as when their payments are due.
Another option is to use a service that allows signing of files online like Adobe.
When using electronic forms 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 online.
You can also include a photo of your clients with their digital file. Make sure you keep all your digital records are secure.
Below are some examples of doula online forms. Keep your forms short or break them into small parts so that clients are not overwhelmed.
Next Billing and Payment
Back to Module 7 Outline