Eden & Embrace — Client Studio

Eden & EmbraceClient Studio

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New client →

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Birth Doula

prenatal families

Postpartum

fourth trimester

Sleep

gentle sleep families

Due ≤ 21 Days

approaching births

All Clients

Birth Doula Clients0

Postpartum Doula Clients0

Gentle Sleep Consulting0

Newborn Starter Session · $97

Rhythm Reset · $888

Eden Sleep Transformation · $1,222

Birth EDD Postpartum Sleep Appointment Conflict

Client Pipeline

🌿

New Birth Doula Client

Eden & Embrace · Birth Doula · WV / VA / MD / PA / DC

Basic Information

First Name *

Last Name *

Phone

Partner / Support Person

Partner Phone

Status

How Did They Find You?

Pregnancy

Estimated Due Date (EDD)

Weeks Pregnant

Gravida / Para

OB or Midwife

Practice / Hospital

Birth Setting

Medical / High-Risk Notes

General Client Notes

Goals & Preferences

Pain Management

Planned Birth Type

Comfort Measures

Hydrotherapy Rebozo Massage Breathing Visualization Movement Heat / Cold Aromatherapy TENS Unit

Atmosphere & Environment

Immediate Postpartum Preferences

Feeding Intentions

Breastfeeding Bottle / Formula Combo Undecided

Fears & Concerns

Birth Plan Notes

Obstetric History

Previous Birth Experiences

Pregnancy Loss

Previous Cesarean(s)

Trauma & Sensitive Areas

Known Trauma

Mental Health History

Family & Relationship Dynamics

What This Client Needs from You

Interventions Discussed

Schedule Appointment

Date

Time

Type

Duration

Notes

Scheduled Appointments

No appointments scheduled

Contract & Fee

Total Contract Fee

Contract Signed?

Payment Notes

Payment Log

Description

Amount ($)

Date

Status

No payments logged

📋 Session Template

📌 Guided Prompts

How is the client emotionally and physically arriving to this session?
What is the primary focus or priority for today?
What fears, stories, or body sensations came up?
Key decisions made or interventions discussed?
What does this client need to feel brave and supported right now?
Next steps and resources needed before the next prenatal.

Client Journey & Transformation

What shifts, wins, or powerful words did this client share? Capture them here so you carry this family's story forward with intention.

Quick Notes Scratch Pad

Fleeting thoughts — private, not saved to note log.

✅ Progress Checklist

Intake Received Contract Signed Prenatal 1 — Rooted Preparation Prenatal 2 — Vision & Decision-Making Prenatal 3 — Rhythm, Flow & Final Touches Birth Plan Created On-Call Window Confirmed Postpartum Visit Scheduled Birth Debrief Complete

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Session Date

Session Type

Note

Session History

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🤍

New Postpartum Client

Eden & Embrace · Postpartum Doula · PSI-Trained Perinatal Mental Health

Basic Information

First Name *

Last Name *

Phone

Partner / Co-Parent

Status

Support Start Date

How Did They Find You?

Birth Details

Birth Date

Gestational Age at Birth

Birth Type

Birth Location

OB / Midwife

Pediatrician

Birth Summary & Complications

Baby

Baby's Name

Birth Weight

Current Weight

NICU Stay?

NICU Duration

Special Needs / Conditions

Feeding

Feeding Method

Feeding Frequency

Lactation Concerns & Notes

Feeding Goals

Physical Recovery

Physical Recovery Notes

Medications & Supplements

Perinatal Mental Health (PSI-Trained)

Mood / Emotional State

Edinburgh Score (EPDS)

Mental Health History & Trauma

Support System Assessment

Referrals Made

Your Support Focus for This Client

Schedule Appointment

Date

Time

Type

Duration

Notes

Scheduled Appointments

No appointments scheduled

Contract & Fee

Total Contract Fee

Contract Signed?

Payment Notes

Payment Log

Description

Amount ($)

Date

Status

No payments logged

📋 Session Template

📌 Guided Prompts

How are they really doing — body, mood, sleep, nervous system?
Feeding update — any concerns to note or address?
Mood check — PPD/PPA signs? Edinburgh score update needed?
Support system — is anyone actually showing up for this family?
Referrals needed? Therapist, IBCLC, pelvic PT?
What does this mama need to hear or feel today?

Fourth Trimester Journey

Wins, breakthroughs, tender moments — what is this client growing through?

Quick Notes Scratch Pad

Fleeting thoughts — private, not saved to note log.

✅ Progress Checklist

Intake Received Contract Signed Postpartum Visit Scheduled Feeding Plan Discussed Edinburgh (EPDS) Completed Mental Health Referral Made IBCLC Referral Made Follow-Up Scheduled

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Session Date

Session Type

Note

Session History

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🌙

New Sleep Consulting Client

Eden & Embrace · Gentle Sleep · Virtual · No Cry-It-Out · HSA/FSA Eligible

Package

Service Package

Newborn Starter $97 Rhythm Reset $888 Eden Transformation $1,222

HSA / FSA Payment?

Status

Parent Information

First Name *

Last Name *

Phone

Partner / Co-Parent

How Did They Find You?

Consulting Start Date

Support End Date

Child Information

Child's Name

Date of Birth

Adjusted Age (if premature)

Pediatrician

Daycare / Childcare?

Primary Caregiver

Current Sleep Situation

Sleep Location

Typical Bedtime

Typical Wake Time

Naps Per Day

Night Wakings (avg)

Total Sleep Hrs / Day

Sleep Props / Associations

Nursing to sleep Bottle to sleep Rocking Being held Pacifier Motion (swing/car) White noise Co-sleeping Patting / Shushing

Primary Sleep Problem (client's words)

Medical / Developmental Factors

Previous Sleep Training Attempts

Family Values & Approach

Parenting Philosophy

Attachment-Led Structure-Focused Balanced Open / Unsure

Comfort with Tears

Gentle Method Selected

Sleep Plan Goals

Recommended Schedule

Bedtime Routine Plan

Family Constraints & Considerations

Trauma & Sensitive Factors

Schedule Appointment

Date

Time

Type

Duration

Notes

Scheduled Appointments

No appointments scheduled

Contract & Fee

Package Total

Contract Signed?

Payment Notes

Payment Log

Description

Amount ($)

Date

Status

No payments logged

📋 Session Template

📌 Guided Prompts

Sleep log since last session — what improved? What's still hard?
Are parents following the schedule and routine consistently?
Any regressions, illness, travel, or schedule disruptions?
Parental mood and exhaustion level — is this sustainable?
Plan adjustments or next steps before the next check-in.

Sleep Journey Wins & Breakthroughs

First full night of sleep, first self-settle — document the transformation points.

Quick Notes Scratch Pad

Fleeting thoughts — private, not saved to note log.

✅ Progress Checklist

Intake Received Contract Signed Sleep Environment Assessed 24-Hour Rhythm Logged Custom Sleep Plan Shared Feeding Plan Discussed Follow-Up Call Scheduled Final Review Complete

📤 Send Notes to Yourself

✓ Sent!

Add Session Note

Session Date

Session Type

Note

Session History

No notes yet