eDoula.biz 1.9

Client Intake: The implementation of intake forms serves as an effective method for generating leads and collecting pertinent information from existing clients.

Contracts: Users have the option to either create a personalized contract template or utilize a provided sample. The platform facilitates the sending of contracts to clients for electronic signing, streamlining the agreement process.

Invoices & Payment: The ability to invoice clients and receive payments online through platforms such as PayPal and Square enhances financial transactions and improves cash flow management.

Time Tracking: This feature allows users to effortlessly track their working hours, ensuring that all time is accurately billed when generating invoices.

Collaboration: The tool supports collaborative efforts by enabling the sharing of client information with partners or designated backups.

Meetings & Tasks: Scheduling meetings with clients and monitoring task progress is efficiently managed within the system, promoting organization and accountability.