NBD — Nurtured Beginnings Doulas

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Nurtured Beginnings Doulas

Period

Monthly breakdown

Month	Revenue	Payments	Net	Margin

Client invoices

Doula payments

By client

Client	Revenue	Paid out	Net	Margin

Doula payment report

Revenue vs payments

Admin users

Alerts & reminders

Contract expiry warning (days before)

Availability reminder (days before due)

Overdue availability reminder (every N days)

Contract versions

The version marked Active is automatically attached whenever a proposal or contract is sent to a client.

Business information

Business name

Phone

Website

Address

Financial rules

Retainer %

Retainer installments

Payment terms (days)

Scheduling rules

Overnight min hours

Daytime min hours

Min availability days (first access)

Availability period (days)

Service zones

Holiday calendar

Days marked as holidays apply weekend rate to doulas and ×1.5 rate to clients, regardless of the day of the week.

All

Lead

Proposal sent

Awaiting retainer

Archived

All

Active

Inactive

Expiring soon

All

Active

Inactive

Overnight

Daytime

	Date	Type	Client / doula	Amount	Status	Actions

New client

Service type

Mother

Mother's name

Mother's phone

Mother's email

Father

Father's name

Father's phone

Father's email

Address

Street address

Apt / Unit / Suite

City

State

ZIP code

Baby

Baby's name

Date of birth

Expected due date

Contract

Contract start

Contract end

Service start 🍼 Actual start date

Rates

Weekday rate ($/hr)

Weekend rate ($/hr)

Doula pay override (twins / multiples)

Leave blank for normal cases. If set, ANY doula assigned to this client is paid this rate instead of her usual rate — for extra compensation on twins, triplets, etc. Does not affect what the client is billed.

Doula weekday rate override ($/hr)

Doula weekend rate override ($/hr)

Service phases

Click each day with service. Each period can have different hours and shift type.

Contract details

Days per week (for contract text)

Entered manually — this exact number is what appears on the signed contract ("services for ___ days per week"), instead of being calculated from the shift calendar, since weeks can vary (holidays, partial weeks, etc.).

Contract total & retainer

Contract total

Retainer %

Retainer installments

Retainer total

—

Per installment

—

Payment method

Status

Retainer payment

Retainer received

Notes

Service zone

All

Standard

Carrot

Drafts

Sent

Paid

New Invoice

Invoice details

Invoice #

Invoice date

Due date

Status

Bill from

Company name

Address

Phone

Bill to

Client name — or

Address

Phone

Services

Date	Description	Hrs	Rate ($/hr)	Total
TOTAL				$0.00

Notes / Credits message

Pending review

Approved

Rejected

Select a doula from your system and enter her email. She will receive an invitation to set up her password and access the Doula Portal.

Select doula

Doula email

Pending (light)

Confirmed (solid)

Cancelled

Schedule change

🌙 Overnight ☀️ Daytime ⠿ drag · click to manage