Parties
Full legal names for client(s) and doula or agency, including business name and contact information for each party.
A written contract protects both parties by documenting service scope, fees, and mutual obligations, reducing disputes and clarifying expectations.
Use the contract whenever services are offered or booked; executing it before substantive prenatal work begins is best practice.
Full legal names for client(s) and doula or agency, including business name and contact information for each party.
Detailed description of services (prenatal visits, continuous labor support, postpartum visits), number and estimated hours per service, and any exclusions.
Total fee, deposit required, payment schedule, accepted methods, and policies on refunds, sliding scale adjustments, or additional travel charges.
On-call period or estimated coverage window, response time expectations, and protocol for overlapping calls or substitutions.
Terms for client-initiated cancellations, doula unavailability, force majeure, and any nonrefundable deposits.
Confidentiality, liability limitations, indemnification, governing law, dispute resolution, and signature blocks for both parties.
| Field | Configuration |
|---|---|
| Client Details | Require name, DOB, phone, email; set validation rules for phone and email formats. |
| Service Selection | Use checkboxes or conditional fields to record chosen services and visit counts. |
| Payment Collection | Enable deposit capture or payment links with clear refund rules shown before payment. |
| Signature Capture | Add signature and date fields; include a checkbox for consent to electronic records when applicable. |
Retain the signed record, audit trail, and any payment receipts together; ensure access controls and backups are in place.
Specify the date when a deposit is required to secure services.
Define the expected start of on-call coverage in weeks before estimated due date.
List scheduled prenatal and postpartum visit dates or indicate they will be mutually arranged.
State required notice period for client cancellations and any associated penalties.
Describe timing for refunds or credits after a canceled engagement.
Export the fully executed contract as a PDF/A to preserve layout, signatures, and any embedded audit trail data for long-term storage.
Store signed copies in a secure cloud folder with access controls and versioning to protect against accidental deletion.
Provide each party a signed copy by email or secure link and note delivery date in the client file.
Keep a record of signing events, timestamps, IP addresses, and authentication methods associated with the executed file.