Adding Clients to Doulado

Ready to start building your client list in Doulado? In this tutorial, we’ll walk you through the two ways to add clients to your account: manually entering their information or using lead forms to let clients submit their own details. In this video, you’ll learn how to: -Navigate to your Clients tab and access your client list. -Add clients manually using the New Client button. -Create and share lead forms so clients can submit their own information. -Enter client details, including contact information, status, birth date, and time zone. -Invite clients to the client portal or send an SMS opt-in request. -Add insurance information and additional contacts, such as a partner. -Use customizable labels to organize clients by service type, payment method, or stage in their journey. -Save client information and update details, insurance, labels, and portal access later. Helpful tips: -You can leave information blank during setup and fill it in later as details become available. -Each lead form has its own embeddable link and direct shareable link. -Set up your custom labels in Templates → Labels to help organize your client list. -You can add insurance details, contacts, and portal access after creating a client profile. Whether you prefer to enter client information yourself or let clients submit their own details, Doulado makes it easy to create and manage client journeys in one place. #Doulado #ClientManagement #LeadForms #ClientOnboarding #PracticeManagement