DoulaOS Blog
Agreements5 min read

Doula Contract Checklist: What to Review Before Sending One

A services agreement helps set expectations before care begins. It should be reviewed for your services, location, business structure, and risk tolerance by a qualified professional.

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Check the core admin pieces a doula should have before taking on more clients: intake, agreements, pricing, payments, scheduling, communication, privacy basics, follow-up, and resources.

Open Business Checklist

Clarify scope and boundaries

Describe what services are included, what is not included, how communication works, how backup coverage is handled, and when clients should contact clinical providers.

Clear boundaries reduce confusion when emotions and urgency are high.

Make payment terms visible

Fees, due dates, deposits, refunds, cancellations, missed appointments, and payment methods should be easy to find.

Avoid burying key financial terms in long paragraphs clients may miss.

Store the final record

Once an agreement is reviewed and signed, keep it connected to the client's intake, invoices, notes, and messages.

This reduces time spent searching email attachments later.