eDoula makes it easy to keep track of what is going on in your account by using an activity log and event tracker on the main dashboard.
The dashboard gives you an overall look at what is going on for you and your clients.
Events will show meetings, tasks and on call periods.
Up to 10 upcoming events and up to 2 past events will be shown
Activity will show client related items such as
forms, contracts or emails being sent or completed
expenses or time tracks
meetings or tasks created, updated or completed
Clients created or updated
On call periods created or updated
For agencies or partnerships you can also filter the events section by team members or show everyone’s events. If a team member is missing from that list, they do not have an event assigned to them within the upcoming 10 events and/or one month.
