“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.”
Jasmine Cole
Birth & Postpartum Doula
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.
Care plan coordination
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.
Invoicing & payments
Send polished invoices, collect deposits, and set up payment plans. Track every payment so you always know where you stand financially.
Consultation scheduling
Let prospective clients book consultations and prenatal visits from your live availability calendar. Automatic reminders reduce no-shows.
Client portal
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.
Service agreements & contracts
Send service agreements and liability waivers for digital signature. Signed contracts are stored alongside the client's care plan automatically.
Workflow automation
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.
How it works
See how Agiled fits into the workflows you run every day.
Inquiry captured
A new deal appears in your pipeline when a family reaches out via your website or referral.
Consultation booked
The family self-books a free consultation from your availability calendar.
Service agreement sent
After the consultation, send your doula service agreement for e-signature.
Deposit collected
The first installment invoice goes out and the family pays through the client portal.
Care plan created
A project is generated with prenatal visit checklists, birth prep tasks, and postpartum follow-ups.
Built for doulas & birth workers
Agiled gives doulas a single platform for client management, care coordination, and financial tracking.
Track every inquiry from first message to booked client. Visual stages make it easy to see who needs follow-up.
Organize each client's prenatal, birth, and postpartum journey with checklists and milestones.
Collect deposits upfront and set up installment payments. Track balances and send reminders automatically.
Share resources, birth plan documents, and appointment details with families through a private branded portal.
Let prospective clients book consultations and prenatal visits directly from your availability calendar.
Send service agreements and have clients sign digitally. Keep signed contracts organized alongside client records.
Trigger prenatal visit reminders, postpartum follow-ups, and payment due alerts without manual effort.
Share birth prep materials, reading lists, and comfort-measure guides through the client portal.
Testimonials
“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.”
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.”
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.”
Anika Patel
Full-Spectrum Doula
Integrations
Keep your scheduling and payment tools while Agiled organizes your practice.
FAQ
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.
Agiled keeps your clients, care plans, and finances organized so you can focus on the families you serve. Start free.
Resources
In-depth comparisons and recommendations to help you choose the right tools.