Ready to take some work off your plate? Workflows automate the repetitive, time-consuming parts of your client journey. This way, you can focus on more important business tasks while Dubsado handles the day-to-day correspondence you would normally send manually.
Workflows are templates you can apply to projects. To make building them easier, we recommend having two things ready:
A step-by-step map of your client journey
From initial inquiry to final payment and beyond, write down each routine touchpoint - welcome emails, booking links, forms, check-ins, reminders, etc.
Your supporting templates
Workflows use your existing templates to know what to send prospects and clients at each step. This means your emails, forms, and schedulers should be created in advanced so they're ready to plug into your workflow.
Important Note: Creating workflows should be the last step of your account setup! For step-by-step guidance on creating workflows, click here.