Managing clients
Your pipeline, client tabs, and day-to-day client management.
View all your clients
Kanban vs. list, filters, action badges, and how to find a specific client fast.
Add your first client
Invite a real family to the app, or add a managed client for inquiries and non-app clients.
The client detail tabs — what each one shows
Overview, Wellbeing, Plans, Visits, Village, Appointment notes, My notes, Contracts, Invoices. A guided tour.
Log a visit
Record a visit with a client — when, how long, what topics, any notes.
Log a birth
Record birth outcomes — delivery type, interventions, location, experience. Feeds your analytics.
Can't find what you need?
Email us directly. We're a small team and we read every message.
✉[email protected]We typically respond within 24 hours.