Postpartum Doula Contract & Intake Forms, Doula Service Agreement, New Client Onboarding, Doula Intake Questionnaire, Editable in Canva

Ideal for Postpartum Doulas, this Contract and Intake Forms template is a must-have tool to streamline your client onboarding process, without overcomplicating things. It's simple and straightforward, and easy to edit and customize for your business and approach.

1. When to use it:
This template is the perfect solution for welcoming and onboarding new clients.

2. Why use it:
- Establish clear expectations and understanding by presenting them with a professional services contract.
- Facilitate open communication and gain valuable insights into your clients' preferences, expectations, medical information, etc, ensuring you can tailor your services to meet their unique needs effectively.
- Save precious time by utilizing high quality contract and intake forms. Focus more on providing exceptional support and less on paperwork.

3. Where to use it:
- This template is fully editable and customizable in Canva.
- Easily download from Canva in PDF format.
- Next, convert into a fillable PDF. Very easy to do and YouTube video included with your purchase. This template is fully editable and customizable in Canva.

4. How to use it:
- Customize and update easily! Use the text provided as a foundation, and edit for your specific doula practice. Personalize the contract and intake forms to align perfectly with your unique services and approach. Modify, add, or delete questions. Edit it reflect your beautiful branding fonts, colors, and overall style.
- Convert to a fillable PDF (instructions provided!) and easily integrate these documents into your workflow automation tools or send to your client via email. The easy-to-use, fillable forms enable clients to complete the intake process digitally, fostering a seamless and efficient experience. Instructions on how to create a fillable PDF are included.
- Once you have a fillable pdf, send electronically it to your clients through email, who can effortlessly complete and return it to you. Better yet, share through Google Drive!

Invest in our Intake Form & Sleep Log Template to take your doula services to the next level. Start simplifying client onboarding, enhancing your professionalism, and making data collection a breeze. Your clients will appreciate the seamless process, and you'll have everything you need to deliver top-notch sleep solutions.

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♥♥ PLEASE NOTE - this is a digital download / template. No physical product will be shipped. Once you have placed your order you will receive a link to edit your template online using the free software Canva. No waiting for designers - get access immediately!

♥♥ FOR MORE DOULA TEMPLATES, cut and paste this link into your browser:
https://www.etsy.com/ca/shop/SweetSleepDesign?ref=shop-header-name&listing_id=1671663351&from_page=listing§ion_id=44033506

♥♥ BUY MORE, SAVE MORE - Buy 3 or more products and receive 30% off using code SLEEP30 at checkout. Doula Instagram Templates, Contract & Intake Forms, Birth Plan Template, Business Flyers, Baby Sleep Guides, you name it!


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INCLUDED IN THIS DOWNLOAD:
x1 Cover page
x2 Contract pages including:
- Scope of Services
- Fees & Payment
- Schedule & Availability
- Cancellation & Rescheduling
- Doula & Client Responsibilities
- Confidentiality
- Limitation of Liability
- Termination of Services
- Governing Law and Dispute Resolution
- Amendments & Entire Agreement - Signature

Plus 5x pages of Intake Questions
- Personal Information
- Your Family
- Physical Health & Recovery
- Pregnancy & Birth Experience
- Mental & Emotional Health
- Expectations & Goals for Doula Support
- All About Baby
- Baby Feeding
- Emergency Contact
- Additional Notes
- Referral Information

Includes both 8.5 x 11” Letter Size and A4 Size
Video training and free Canva guide also included.
BONUS: YouTube video on how to easily create Fillable Fields with free online program
EXTRA BONUS: Check out the recommended free website to easily get your client's electronic signature on your contract

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YOU CAN CHANGE:
-- All content
-- Font Colour
-- Font Style
-- Font Size
-- Backgrounds
-- Photos

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PERFECT FOR:

- Postpartum Doulas
- Full Spectrum Doulas

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♥♥ HOW IT WORKS

Step 1: Purchase the Listing
Step 2: Check your email from Etsy to download your PDF link file.
Step 3: Open the PDF and click the template link
Step 4: Load into Canva
Step 5: Edit, Save, Download in PDF format
Step 6: Follow YouTube video on how to make the PDF fillable

Once purchased, your template will always be available to you, so you can come back at any time and continue editing.

Our templates don't expire so you can edit them again any time! If you need a free version of the template simply click the link again to re-add to your account.

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Disclaimer:

Logos - please do not resell or redistribute these files - they are for commercial use for your own business/es and not for resale.

Page Layout - once you have edited the file, you can resell and redistribute in pdf format. Please do not resell / redistribute in its original Canva format.

Social media - please do not resell or redistribute these files - they are for commercial use for your own business/es and not for resale.

Doula Training Program - you are NOT allowed to provide this template as part of a Doula (or similar) Training program. This purchase includes a single license which is non transferrable. If you would like me to design templates specifically for your business or certification program, please reach out to me directly for options and pricing. Thank you!

Due to the digital nature of our products, please note we are unable to accept returns or offer refunds so please make sure the file is what you want before purchasing, and feel free to contact us with any questions you might have. Enjoy and get creative!

Copyright © Sweet Sleep Design