Click a client to open their detail page. You'll see tabs across the top. Here's what each one is for.
Overview
The at-a-glance summary. Due date, gestational or postpartum week, today's check-in score (if any), village size, most recent alerts. Start here when you haven't looked at a client in a while.
Wellbeing
Daily check-in history with score trends. You'll see:
- Today's check-in (if submitted).
- A 7-day rolling chart of overall wellbeing scores.
- One-word sentiments the client tagged on each check-in.
- Feeding data (if they've opted in) — feed counts, latch comfort, baby satisfaction.
Only visible for connected clients who've granted you check-in visibility. Managed clients don't have wellbeing data.
Plans
Care plans, birth plans, and postpartum plans you've assigned. Shows completion progress per section and lets you read the client's answers.
Partners can also see these plans. Your internal comments on plan answers stay in My notes, not here.
Visits
A log of every visit you've done with this client. Each visit has a date, duration, topic tags (birth preferences, feeding, emotional, etc.), and notes. You can bulk-add past visits and edit existing ones.
Visits work for both connected and managed clients — you don't need the client to be in the app to log visits.
Village
Only for connected clients. Shows the support network the client has built — partner, family, friends who've joined their village. Useful context for understanding who's around them.
Appointment notes
Notes the client wrote about appointments she's had (with you or other providers). Shared with you by the client — you can't write notes here; only she can. An unread count appears if she's sent notes you haven't opened.
My notes
Your private notes about the client. She cannot see these. Use this for internal observations, reminders, personal context, care plan adjustments — anything you don't want to share.
Contracts
Every contract you've sent her, with status (draft, sent, signed, expired). Click any one to see the signed version or resend.
Invoices
Every invoice you've sent her, grouped and filterable. Includes standalone invoices and payment plan installments. Click to open an invoice and see its payment status, Stripe details, and refund history.