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
Add a client to your pipeline. Everyone starts as a managed client and becomes connected when they sign your contract.
The client detail tabs — what each one shows
A guided tour of a client's tabs, grouped into Overview, Care, Files & docs, Notes & messages, and Billing.
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.
Share files with a client
Send resources, handouts, and documents to a client — through the app for connected clients, or a private link for managed ones.
Standard steps — a consistent checklist for every client
Define the steps you follow for every client once, then track each client's progress against them.
Can't find what you need?
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