BirthSync Solo is practice software for doulas, lactation consultants, newborn care specialists, and community health workers — not a generic clinic CRM with the birth parts bolted on.
All three include a client portal, a shareable booking page, Google Calendar sync, invoicing, and English/Spanish client-facing tools. The difference is capacity, coverage, and how you get paid.
Billed quarterly. Up to 5 active clients.
Profiles and intake for birth, postpartum, newborn, and lactation care. Secure messaging. Screenings (EPDS, LATCH, self-care, nutrition). Documents (1 template, 5 uploads). Tasks, leads, and Stripe payments.
Up to 10 clients · 1 backup provider
Share intake links instead of typing them in. Archive completed cases. Invoice leads and send contracts for signature (up to 3 templates). Draft visit notes from a recording or messy jot, then edit before they hit the chart. Reports and unlimited products.
Up to 20 clients · 2 backup providers · HIPAA $59/mo
Bill organizations, insurers, and funding sources. Sell visit packages clients redeem over time. Six contract templates. The HIPAA-ready solo option lives here.
| Feature | Starter | Pro | Pro Plus |
|---|---|---|---|
| Monthly price | $12 (billed quarterly) | $24 | $39 |
| HIPAA-ready option | — | — | $59/mo |
| Active clients | 5 | 10 | 20 |
| Backup providers | — | 1 | 2 |
| Client Portal | ✓ | ✓ | ✓ |
| Booking calendar + Google Calendar | ✓ | ✓ | ✓ |
| Perinatal screenings | ✓ | ✓ | ✓ |
| Client invoicing | ✓ | ✓ | ✓ |
| English & Spanish | ✓ | ✓ | ✓ |
| Shareable intake links | — | ✓ | ✓ |
| Client archiving | — | ✓ | ✓ |
| Lead invoicing & e-signature | — | ✓ | ✓ |
| Notepad (voice / draft to chart) | — | ✓ | ✓ |
| Clinical & financial reports | — | ✓ | ✓ |
| Contract templates | 1 | 3 | 6 |
| Unlimited products & packages | — | ✓ | ✓ |
| Payer invoicing | — | — | ✓ |
| Visit packages & bundles | — | — | ✓ |
| Automations add-on | — | $15/mo | $15/mo |
Backup provider access (Pro & Pro Plus): assigned clients, calendar, tasks, and messaging. Not billing or settings.
| Add-on | Starter | Pro | Pro Plus | What it unlocks |
|---|---|---|---|---|
| Automations | Not available | $15/mo | $15/mo | Up to 10 message automations and 5 appointment–document sync rules, plus clinical filters so follow-ups fire from the visit. |
| HIPAA-ready | — | — | $59/mo bundled | Encrypted PHI environment, BAA, and audit-ready workflows. Solo HIPAA is the Pro Plus + HIPAA plan. |
| Extra client capacity | Upgrade to Pro | Upgrade to Pro Plus | Talk to us | Grow caseload without leaving solo until you need a team plan. |
Current prices, HIPAA options, and checkout live on the BirthSync pricing page.