Can I upgrade and downgrade plans and change billing cycles anytime?
Yes. You can upgrade from 'Agent' to 'Starter' or 'Pro' and from 'Starter' to 'Pro' plans at anytime. You can change from a monthly to annual billing cycle and vice-versa at anytime too.
Why is there an ongoing fee?
The application uses internet servers, secure data transfers and safe backup solutions. We have chosen entreprise-level infrastructure to ensure your service is hassle free and your data is safe. We are also continuously improving the software and adding new features on a monthly basis at no additional charge to you.
How does the "agency" plan work?
The agency plan is designed for Doula agency owners who sub-contract or employ 2 or more doulas. It includes an agency manager user and 2 doula users (agents). You can purchase additional doula agent 'seats'. The manager has full access to the agency dashboard and each doula agent has a 'lite' version of eDoula.biz where they can only manage agency allocated clients. Doula agents can upgrade to the Starter or Pro Plan if they also have clients on the side.
I am taking a break from Doula'ing. Can I pause my subscription?
We know sometimes you may wish to take some time off. We will happily pause your subscription for 3 months or more and re-activate it when you are ready to resume your business.
I work with an agency but also take clients on the side. What plan should I use?
The 'Starter' and 'Pro' plans both work with agency clients. You will be able to distinguish between the two source of clients on your dashboard.
What are active vs. prospective vs. archived clients?
You will generally start with prospective clients then make them active as they are ready to sign a contract. A client is active until you delete or archive them. You can have as many archived clients as you want in both Starter and Pro plans. Archiving is useful as you grow your business and want to stay in touch with former clients (and get birthday reminders, setup new contracts, etc.). You can have as many prospect clients as you like. They can also be archived if the business fell through. Agency
What are agency clients?
If you are part of an Agency, clients that are allocated to you by the agency manager are marked as agency clients. Agency clients don't count towards 'active' client limit of 4 and 10 in the Starter and Starter+ plans.
What happens to my data if I unsubscribe?
All your data is exported to spreadsheets that you can download and open using Excel, Numbers, OpenOffice Calc, Google Spreadsheet or any other spreadsheet software. Any attached documents and invoices are zipped and made available for download. The data is kept 'on ice' on our secure servers for as long as you like in case you wish to re-subscribe. You can also choose to delete all your data from our servers.
