For Doulas & Birth Workers

Business Management Software Built for Doulas

Doula business management software that keeps your clients, care plans, and finances organized. Book families, coordinate prenatal and postpartum support, and handle billing from one platform.

No credit card requiredFree 14-day trial
A

Acme Corp

Pro plan

Settings
AKAlex Kim
Dashboard
Create

Doula Client Pipeline

BoardTableForecast

Inquiry

2
EC

Birth doula support

Emma & David Chen

$2,8001d
MS

Postpartum doula package

Maria Santos

$3,2003d

Consultation

2
AJ

Full-spectrum doula support

Aisha & Malik Johnson

$4,5002d
RN

Birth doula + photography

Rachel Nguyen

$3,8005d

Contract Sent

1
RN

Birth doula + photography

Rachel Nguyen

$3,8005d

Booked

1
LB

Birth & postpartum package

Lily & Tom Baker

$5,2001d

Care plan coordination

Tracking prenatal visits, birth preferences, and postpartum check-ins across clients gets disorganized fast.

Organize each client's journey as a project with checklists for prenatal visits, birth prep, and postpartum follow-ups. Nothing gets missed during the busiest times.

A

Acme Corp

Pro plan

Settings
AKAlex Kim

Lily & Tom Baker — Birth & Postpartum

BoardListCalendar
Prenatal1

Birth preferences discussion

High
Apr 5
1/3
2
SD
Birth Prep3

Hospital bag checklist & comfort measures

High
Apr 15
2/5
1
SD

Partner support techniques session

Medium
Apr 12
0/2
SD

Hospital bag checklist & comfort measures

High
Apr 15
2/5
1
SD
On Call1

On-call window — 38 to 42 weeks

High
May 1
0/1
SD
Postpartum1

Initial consultation & intake

High
Mar 20
4/4
3
SD

Invoicing & payments

Collecting deposits, tracking payment plans, and sending invoices feels unprofessional when done manually.

Send polished invoices, collect deposits, and set up payment plans. Track every payment so you always know where you stand financially.

A

Acme Corp

Pro plan

Settings
AKAlex Kim
Revenue
$124,580+18.2%
Outstanding
$23,420-5.1%
Paid
$98,300+22.4%
Expenses
$31,240+3.8%

Recent Invoices

InvoiceClientAmountStatusDate
INV-2024-710Lily & Tom Baker$2,600paidMar 5
INV-2024-711Rachel Nguyen$1,900pendingMar 18
INV-2024-712Emma & David Chen$1,400overdueMar 1
INV-2024-713Aisha & Malik Johnson$2,250pendingMar 22
INV-2024-714Maria Santos$3,200draftMar 25
INV-2024-708Sophie & Jake Williams$4,800paidFeb 20

Consultation scheduling

Coordinating consultation calls, prenatal visits, and postpartum check-ins via text and email leads to missed appointments.

Let prospective clients book consultations and prenatal visits from your live availability calendar. Automatic reminders reduce no-shows.

A

Acme Corp

Pro plan

Settings
AKAlex Kim

30 Minute Strategy Call

30 min Google Meet
March 2026
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Thursday, Mar 12

9 slots available

Client portal

Families ask for birth plan updates, resource links, and payment status over text — and you can't keep up between clients.

Give every family their own portal to view their care plan, access resources and birth prep materials, and pay invoices — all in one private space.

A

Acme Corp

Pro plan

Settings
AKAlex Kim
A
Acme CorpClient Portal
JC

Welcome back, Julia

Here's an overview of your account.

Recent Invoices

View all

INV-2024-032

Mar 1

$4,800paid

INV-2024-031

Feb 15

$2,400pending

INV-2024-030

Feb 1

$6,200paid

Active Projects

View all

Website Redesign

18/25 tasks
72%

Mobile App MVP

9/20 tasks
45%

Brand Identity

27/30 tasks
90%

Support Tickets

New ticket

Login issue on mobile

high2h ago

Invoice PDF not downloading

medium1d ago

Feature request: dark mode

low3d ago

Service agreements & contracts

Service agreements get signed on paper at consultations and are hard to locate when you need them months later.

Send service agreements and liability waivers for digital signature. Signed contracts are stored alongside the client's care plan automatically.

A

Acme Corp

Pro plan

Settings
AKAlex Kim

Documents

New
DocumentTypeStatusRecipientsDate
Service Agreement — Acme Corp
contractSigned2/2 signedMar 8
Q1 Growth Proposal
proposalSent0/3 signedMar 5
SaaS License Agreement
contractViewed1/2 signedMar 3
Consulting Engagement Letter
proposalSigned1/1 signedFeb 28
NDA — Global Systems
contractSent0/2 signedFeb 25
Website Redesign Proposal
proposalDraftFeb 22
Annual Retainer Contract
contractDraftFeb 20

Workflow automation

Sending welcome packets, intake forms, and appointment reminders for every new client takes time away from families.

Automate your onboarding flow. Trigger welcome emails when a client books, send prenatal visit reminders automatically, and follow up on postpartum check-ins without manual effort.

A

Acme Corp

Pro plan

Settings
AKAlex Kim
ActiveNew client onboarding
EditorRuns 70
Live
Publish
YesNo
Trigger
Deals

Record command

Trigger on a Company

Condition
Logic

Deal value > $10k?

Evaluate deal amount

Action
Email

Send welcome email

Send onboarding email

Action
Teams

Assign to sales team

Route to sales rep

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Overview

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Completed
0
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Avg. runtime

How it works

A day with Agiled for your doula practice

See how Agiled fits into the workflows you run every day.

1

Inquiry captured

A new deal appears in your pipeline when a family reaches out via your website or referral.

2

Consultation booked

The family self-books a free consultation from your availability calendar.

3

Service agreement sent

After the consultation, send your doula service agreement for e-signature.

4

Deposit collected

The first installment invoice goes out and the family pays through the client portal.

5

Care plan created

A project is generated with prenatal visit checklists, birth prep tasks, and postpartum follow-ups.

Done

Built for doulas & birth workers

Everything you need to run your birth work practice

Agiled gives doulas a single platform for client management, care coordination, and financial tracking.

Client pipeline

Track every inquiry from first message to booked client. Visual stages make it easy to see who needs follow-up.

Care plan boards

Organize each client's prenatal, birth, and postpartum journey with checklists and milestones.

Deposit & payment plans

Collect deposits upfront and set up installment payments. Track balances and send reminders automatically.

Client portal

Share resources, birth plan documents, and appointment details with families through a private branded portal.

Appointment scheduling

Let prospective clients book consultations and prenatal visits directly from your availability calendar.

Contract & document signing

Send service agreements and have clients sign digitally. Keep signed contracts organized alongside client records.

Automated reminders

Trigger prenatal visit reminders, postpartum follow-ups, and payment due alerts without manual effort.

Resource sharing

Share birth prep materials, reading lists, and comfort-measure guides through the client portal.

Testimonials

Trusted by doulas & birth workers who value their time.

I was tracking clients in a spreadsheet and sending invoices from my phone. Agiled gave me a real system — my families get a portal, I get organized care plans, and payments come in on time.
JC

Jasmine Cole

Birth & Postpartum Doula

The on-call period used to stress me out because I could never remember whose preferences were where. Now everything is in one project board and I can pull it up on my phone at 2 AM.
MT

Megan Torres

Founder, Tender Roots Birth Services

I replaced HoneyBook, Google Calendar, and a shared Drive folder with Agiled. My clients say the experience feels more professional, and I spend way less time on admin between families.
AP

Anika Patel

Full-Spectrum Doula

Integrations

Works with the tools you already use.

Keep your scheduling and payment tools while Agiled organizes your practice.

Google CalendarZoomStripeGmailZapierGoogle DriveOutlook+100 more

FAQ

Common questions about Agiled for Doulas & Birth Workers

Yes. Create separate project templates for birth doula support and postpartum care. Each client gets their own customized care plan with the right tasks and milestones.

Yes. Set up installment invoices so clients can pay a deposit at booking and the balance in scheduled payments before or after birth.

Yes. The client portal lets families view their care plan, access shared resources, and see upcoming appointments — all in one private space.

Absolutely. Agiled is designed to be simple enough for solo practitioners while powerful enough for doula collectives and agencies.

Yes. Create service agreements and send them for digital signature. Signed contracts are stored alongside the client's project for easy reference.

Set on-call milestones in your client's project so you have a clear overview of which clients are approaching their due window. Keep all their preferences and contact info easily accessible.

Ready to bring more ease to your birth work business?

Agiled keeps your clients, care plans, and finances organized so you can focus on the families you serve. Start free.

No credit card requiredFree 14-day trialCancel anytime