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NBD
Nurtured Beginnings Doulas
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NBD
Nurtured Beginnings Doulas
Dashboard
Clients
Doulas
Transactions
Summary
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Client invoices
Doula payments
Revenue vs payments
All
Active
Inactive
Expiring soon
+ New client
All
Active
Inactive
Overnight
Daytime
+ New doula
All
Client receipts
Doula payments
Expenses
+ New transaction
Date
Type
Client / Doula
Shift
Hours
Amount
Client status
Doula status
Actions
Monthly breakdown
Month
Revenue
Paid out
Balance
By client
Client
Revenue
Paid out
Margin
Doula payment report
Month
All months
Doula
All doulas
New client
Close
Mother
Mother's name
Mother's phone
Mother's email
Father
Father's name
Father's phone
Father's email
Address
Full address
Baby
Baby's name
Date of birth
Expected due date
Contract
Contract start
Contract end
Duration (weeks)
Contracted rate (USD/hr)
Payment method
Wire transfer
Zelle
Check
Cash
Credit card
Other
Status
Active
Inactive
Notes
Cancel
Save client
New doula
Close
All doulas are postpartum specialists. Shift type indicates their working schedule.
Personal information
Full name
Date of birth
Phone
Emergency contact
Email
Address
Tax information
Document type
ITIN
SSN
Document number
Tax data is stored locally. Keep this system secure and access restricted.
Work details
Shift type
Overnight
Daytime
Default rate (USD/hr)
Status
Active
Inactive
Notes
Cancel
Save doula
New transaction
Close
Date
Type
Client Payment
Doula Payment
Operational Expense
Adjustment
Client
— select —
Shift type
Overnight
Daytime
Doula
— select —
Contract / shift ID
Hours
Rate (USD/hr)
Calculated
Fixed amount (override)
Client payment method
Wire transfer
Zelle
Check
Cash
Credit card
Other
Client status
Pending
Invoiced
Received
Overdue
Cancelled
Doula status
Pending
Partial
Paid
Notes
Cancel
Save transaction
