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

        Insurance referral fees

        20% of each Medi-Cal-rate visit billed for clients marked Referral - Insurance Rate.

        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.

        Cash to receive

        Month by month

        Last 6 months

        Revenue trend

        Where it comes from

        Income by source

        This month

        Expense breakdown

        Largest outstanding

        Top open balances

          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.

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              Custom

              Documents

              Sent Documents

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

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              Document

              Document

              Reference

              Rate sheets

              RAYA Health Per Client Rate

              Orka Health Per Client Rate

              Loula Per Client Rate

              Mentorship Per Client Rate

              Medi-Cal Rate