Today

Your studio at a glance

Active caseload

Upcoming

Upcoming due dates

    Latest

    Recent activity

      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

        This month

        Financials overview

        A quick read on cash, open balances, and this month's income goal.

        This month

        Money

        Insurance + medical billers

        Biller Claims

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

          Biller portal

          RAYA Health

          Log into RAYA without leaving the app. If the site blocks embedding, use "Open in new tab".

          Open in new tab ↗

          Biller portal

          Orka Health

          Log into Orka without leaving the app. If the site blocks embedding, use "Open in new tab".

          Open in new tab ↗

          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)

          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.

          Reference

          Rate sheets

          RAYA Health Per Client Rate

          Orka Health Per Client Rate

          Mentorship Per Client Rate

          Medi-Cal Rate