Today

Your practice at a glance

Active caseload

Upcoming

Upcoming due dates

    Latest

    Recent activity

      Client care

      Today's care for your families

      Reminders generated from each client's gestational week, due date, and last contact.

      Filter

      Clients

      0 active families

        New record

        Add Client

        Capture a new family's details. You can always come back and edit this later.

        New record

        Add Back-up Client

        Log a back-up family that you're covering on-call for another doula.

        New record

        Add Inquiry

        Track a potential client you're talking to. You can move them into your active caseload later.

        Open client

        Client name

        Monthly costs

        Expenses

        Add new expense

        Expenses by category

        All business expenses

        Soulshine referral fees

        Business guidance

        Doula Advisor

        Pricing advisor

        Business chat

        Ask a focused question and get a quick business recommendation.

        Capacity

        Due date calendar

        Reference

        Client check-in ideas

        Open PDF

        Year-to-date

        Financials overview

        Cash flow, receivables, and where the business stands this month.

        Last 6 months

        Revenue trend

        Open balances

        Receivables by source

          This month

          Expense breakdown

          Largest outstanding

          Top open balances

            This month

            Cash + paydays

            Insurance + medical billers

            Biller Claims

            Track what you've submitted to RAYA, Orka, Medi-Cal, and anyone else — and what they've actually paid.

              New record

              Log Claim

              Capture what you billed, which biller it went to, and what they've paid so far. Paid amounts automatically update the client's Total Paid without touching Balance Remaining.

              Picks from the biller's rate sheet. Selecting a session auto-fills the billed amount — you can still edit it.
              Paid amounts bump the client's Total Paid but leave Balance Remaining alone.

              For lender

              Monthly income statements

              Profit & loss

              Profit & Loss Statement

              Year at a glance

              Luna Care Studio

              Profit and Loss

              January - December 2026

              Estimated tax

              Quarterly payments

              Obligation

              Business loan progress

              Studio

              Studio settings

              Make this app your own — studio name, logo, and integrations. Changes save instantly.

              Brand

              Shown in the sidebar, emails, and statements.

              Logo (optional)

              Email

              Where the "Email link" buttons (on contracts and forms) compose new messages.

              Video meetings

              Used when you start a call from a client profile.

              Client Assistant

              Optional — power the assistant with your own Claude API key.

              Storage

              Move attachments off this device into cloud storage.

              Any files, receipts, or loan proofs still stored as base64 get moved to Supabase Storage and replaced with signed links.

              Studio

              Labels

              Manage the dropdown options that appear across the app — Payment Types, Service Types, Inquiry Sources, and Hospital Locations. Changes apply everywhere immediately.

              Client intake

              Forms

              Build custom intake forms, share a link with clients, and review their answers in one place.

              Draft

                No questions yet — add your first one below.

                Submissions

                Responses

                Documents

                Contracts

                Edit your prebuilt doula contracts or write your own. Use merge fields like {{client_name}} to auto-fill from a client record when you generate a document.

                Loading…

                Custom

                Documents

                Sent Documents

                Documents you've generated for clients. Track who has viewed, signed, or has a pending signature.

                Loading…

                Document

                Document

                Reference

                Rate sheets

                RAYA Health Per Client Rate

                Orka Health Per Client Rate

                Mentorship Per Client Rate

                Medi-Cal Rate