First you need to make sure you have team members set up. Check out this article to see how.

Once you have your team set up, you can assign doulas to clients by going into the client profile. On the bottom right is a teal lightning bolt. Click on that and several options appear, including "share client" or "assign client".

You can now select who you are sharing you client with as well as what services they are assigned to. From this menu you can also make them the primary doula for the client. Press share and then save when you are done.

If the person you have shared with has eDoula, the client will appear on their dashboard with an arrow in. On your dashboard the client will have an arrow out to indicate the file has been shared and the doula assigned name tag will also appear. In the example below Maria has been shared in with me (Brooke F.) and I have shared Sarah out to Brooke D.