Total: 17 pages of templates + 2-page Canva editing guide
 
This bundle includes all of my client-ready doula handouts in one place, so you can streamline your workflow and show up looking organized and professional from the first inquiry through postpartum. Each template is comprehensive, easy to skim, and designed for real-life use with real clients.
 
These documents are built to save you time, reduce the mental load of reinventing paperwork for every client, and help your clients feel more supported and prepared. You can customize everything in Canva to match your business, then download as PDFs to send digitally or print.
 
 
This bundle includes:
 
Birth Plan Template Worksheet for Clients (5 pages)
A structured birth plan worksheet that guides clients through preferences for labor, communication and consent, comfort measures, common interventions and decision points, pushing and delivery, immediate postpartum, and newborn care. Designed to be easy to fill out and easy for staff to scan.
 
Postpartum Plan Template Worksheet for Clients (6 pages)
A comprehensive postpartum plan made for real life. Covers first two weeks priorities, visitor boundaries, meals and household support, sleep and overnight roles, feeding intentions and boundaries, physical recovery support, emotional wellbeing and mental health planning, partner roles and communication, baby care logistics, and notes for support people.
 
Client Intake Form Template (3 pages)
A thorough intake form that gathers the details you actually need to support clients well. Includes sections for client and partner info, provider and birth location details, emergency contacts, pregnancy overview, pregnancy-related health conditions (current or past), previous pregnancy/birth experiences (if applicable), and client concerns and preferences.
 
Birth Doula Contract Agreement Template (3 pages)
A clear, professional contract framework designed to outline scope of services, policies, payment expectations, communication guidelines, on-call terms, backup support language, cancellation/refund framework, confidentiality, photo/recording language, and signature section.
 
Template Links + How to Edit PDFs in Canva (2 pages)
A simple step-by-step guide showing exactly how to open and edit the PDFs in Canva and how to export them correctly.
 
 
How it works:
Upload the PDFs into Canva and edit directly, or use the template link version to customize your own copy
Add your logo, business name, and contact info
Adjust wording to match your policies and process
Download as a PDF to send digitally or print for clients
 
Best for:
New doulas building their client workflow
Doulas who want clean, professional, consistent client documents
Anyone who wants comprehensive templates without spending hours starting from scratch
 
Note: The contract is a template and not legal advice. Consider having your final version reviewed for your state and business needs.