Internal — Staff OnlyUpdated August 12, 2026
Staff Workflow Guide
Step-by-step instructions for client intake, event creation, membership setup, CBE class registration, and more. Share this URL with all staff and contractors.
Creating & ManagingMembership Setup &CBE Class RegistrationClient Intake FormEHR Client IntakeEHR: Adding NewStripe Payments —Common Issues &Who to Contact
All event management happens at /community/events-admin. You must be logged in with an admin or staff account.
Create a new event
- 1Log in at doulalab.org/community/login
- 2Go to /community/events-admin
- 3Click "+ New Event"
- 4Fill in: Title, Event Type, Date, Location, Expected Attendees, Budget
- 5Click Save — the event appears in Planning status
Publish an event publicly
- 1Open the event in Events Admin
- 2Change status from Planning → Confirmed
- 3Save — it now appears on the public /events page
Only Confirmed events show on the public events page. Events auto-move to Completed after their date passes.
Add a recap after the event
- 1Open the event → click the Recap tab
- 2Write the recap text and add photo URLs
- 3Save — recap appears on the public events page
Event status flow
Planning → Confirmed → In Progress → Completed (or Cancelled)
Troubleshooting
| Issue | Fix / Action |
|---|---|
| "Access denied" | Your account needs admin or staff role — contact Charity or Marvella |
| Event not showing publicly | Check status is set to "Confirmed" |
| Can't edit event | Only the creator or an admin can edit |
Doula Lab Internal · doulalab.org
All workflows verified August 12, 2026