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Eden & EmbraceClient Portal Manager
Create Client Packet
Fill in the client's details, choose their service, customize the contract, and generate a unique portal link to send them.
Contract
Edit the contract below before sending. Client will read and sign it.
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Eden & EmbraceBirth & Postpartum Doula · Sleep Consulting
Welcome! We're so glad you're here.
Welcome
Intake
Contract
Documents
Complete
Welcome, friend 🌿
We're honored to be part of your journey. This packet has a few short steps — an intake form to help us get to know you, your service agreement to review and sign, and a place to upload anything you'd like to share with us. Take your time, and reach out with any questions.
📋 Your Packet Includes
✔ Intake questionnaire
✔ Service agreement to review & sign
✔ Document upload
Eden & Embrace · Jacqueline Boyd · (304) 677-7697
Intake Questionnaire
Help us get to know you and your family so we can provide the best possible support.
Service Agreement
Please read your agreement carefully, then sign below to confirm your understanding and acceptance.
Upload any files you'd like to share — birth plans, insurance info, medical records, or anything else. This step is optional.
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Click to upload, or drag & drop
Any file type · Multiple files accepted
✓
You're all set!
Thank you for completing your client packet. Jacqueline will review everything and be in touch soon. We're so honored to support you.
✔ Intake form submitted
✔ Service agreement signed
✔ Documents uploaded (if any)
Questions? Call or text (304) 677-7697
Packet Ready ✦
Your client packet has been created. Share this link with your client — they'll be able to fill out their intake, sign the contract, and upload documents.
📋 Client Portal Link
Eden & EmbraceClient Portal
Welcome back. Enter your email to access your contract, appointments, and documents.