Doula Business Management System | Client CRM, Invoicing, On-Call Tracker & Postpartum Care Planner | Excel & Google Sheets Template

🤰 Stop juggling 5 different spreadsheets for your doula practice

This is the complete, done-for-you business operations system for birth and postpartum doulas — one connected workbook replacing the scattered mix of separate client trackers, invoice templates, and birth-prep checklists most doulas patch together from different sellers.

✨ What's inside (8 fully connected tabs):

📋 Clients & Leads CRM — your command center. Every client's status, due date, contract value, and real-time on-call countdown in one row.

🎯 On-Call Status Auto-Tracker — a formula that flags each client Prenatal, Impending, or 🔴 URGENT: On-Call Window based on today's date vs. their due date. No more manually checking whose window is opening.

💰 Financials & Invoicing — one ledger for client payments and business expenses, with a Payment Milestone Tracker that alerts you if a final balance isn't cleared before week 36.

🤱 Birth Preferences & Care Plans — medical history flags, pain management preferences, and special requests, linked directly to each client.

📚 Content & Resource Library — organize your evidence-based handouts, tagged by exactly which week of pregnancy or postpartum they're relevant for.

📅 Shift & On-Call Scheduler — logs hours automatically and flags overlapping on-call windows across multiple clients, the #1 real scheduling risk for any doula carrying more than one client a month.

📊 Auto-Calculating Dashboard — active clients, billable hours this month, payment alerts, and a live chart of clients by status.

🌙 Postpartum Timeline Calculator — tracks days/weeks postpartum per client and flags their care phase automatically.

💎 Bonus templates included: a full trauma-informed client intake questionnaire, a postpartum shift log, and a structured birth debriefing protocol — real, complete, ready to use.

✅ Works natively in Excel and Google Sheets — every formula was built and tested in both.

⚠️ This is a business and organizational tool, not a medical record system — built to support non-clinical doula care. Always refer to licensed providers for medical or mental health concerns.

📥 Instant download — no physical item ships.