If you work in an event-based industry, the date conflicts setting lets you review your calendar for scheduling overlaps before confirming project dates. When enabled, projects created automatically through a lead capture or public proposal appear as pending events on the calendar, giving you a chance to check for conflicts and approve or adjust the date before it's locked in.
What the date conflicts setting does
When you enable this setting, any project created automatically via a lead capture or public proposal with a mapped project date shows up on the Events page as a pending event rather than a confirmed one. This gives you a window to review your calendar, spot potential overlaps, and decide whether to approve, adjust, or archive the project before committing to the date.
Manually created projects are not affected by this setting — it only applies to projects created automatically through a lead capture or public proposal.
How to enable the date conflicts setting
The Approve new project dates toggle lives under Calendar and time zone settings. You can get there two ways:
Navigate to Events ➔ Settings, then select Calendar and time zone
Navigate to Settings ➔ Calendar and time zone
Once on the Calendar and time zone page, scroll to the Date conflicts section and turn on the Approve new project dates toggle. The setting saves automatically — there is no save button to click.
This setting is not retroactive. Only projects created after you enable it will appear as pending on the Events page. Existing projects are not affected.
How to approve a pending project date
Once the setting is enabled, pending project events appear on your Events page with a distinct visual style — a dotted border and a more translucent color — so you can tell them apart from confirmed events. The Events page gives you a full calendar view of everything on your schedule alongside the items waiting for your review.
To approve a pending project date:
Navigate to the Events page.
Click the pending event on the calendar.
Review the project name and contact shown at the top of the Approve project date modal.
Check the conflicts list for any overlapping events.
Adjust the Pending date / Pending dates range or toggle All day if needed.
Set Show as to Busy or Available to control how the approved event appears on your calendar.
Click Approve to confirm the date.
A "Project date(s) approved" confirmation appears when the date is saved.
You can adjust the project date range and the all-day setting directly in the modal before approving. The conflicts list updates automatically to reflect the new dates.
Understanding the conflicts list
The conflicts list inside the Approve project date modal checks your calendar for anything that overlaps with the project's date range. It scans four types of events:
Appointments — scheduled client appointments from your Dubsado schedulers
Projects — other projects with confirmed dates that overlap the range
Internal events — events you've added directly to your Dubsado calendar
External calendar events — events pulled in from a connected external calendar
Each item in the list displays a type icon, the event's date and time range, its title, and the contact name if one is associated. Clicking a conflict navigates directly to that event so you can get more context — except for external calendar events, which are read-only and are not clickable.
The list header shows either "X conflicting events found" when overlaps exist, or "No conflicting events" when the date is clear.
Archiving a project from the approval modal
If you review the conflicts and decide the project date doesn't work — and you don't want to keep the project — you can archive it directly from the modal. Click Archive project in the footer instead of Approve.
Archiving from the modal does not delete the project. You can unarchive it later if needed.
Filter appointment availability across brands
If you manage multiple Dubsado workspaces, the Filter appointment availability across brands toggle lets you block off availability in your schedulers based on commitments across those workspaces. It's a separate feature from the approval workflow above, and it lives in the same Date conflicts section of Calendar and time zone settings.
When you enable Filter appointment availability across brands, a list of your workspaces appears with checkboxes. Your current workspace is automatically selected and cannot be unchecked. Select any additional workspaces whose schedules should be factored into your scheduler availability. Available appointment times shown to clients will then be filtered to exclude any slots that are occupied in the selected workspaces.
If you also have external calendars connected, those events are included in the availability check as well.
This setting only affects the available times shown in your schedulers. It does not change the conflicts displayed in the Approve project date modal.
FAQ
Which projects show as pending on the calendar?
Only projects created automatically through a lead capture or public proposal that has a date field mapped to the project date. Projects you create manually never appear as pending, regardless of this setting.
Does this setting prevent flows from running?
No. If a flow is applied to a project, it runs as normal whether or not you've approved the project date. The date conflicts setting is a review tool — it doesn't block any automated actions.
I just turned this setting on. Why don't I see any pending events on my calendar?
This setting is not retroactive. It only applies to projects created after you enable it. Existing projects won't be affected.
Can I edit the project date before approving it?
Yes. The approval modal includes a date range picker and an All day checkbox. You can adjust both the start and end dates before clicking Approve. The conflicts list updates automatically based on the new dates.
What's the difference between this setting and the filter appointment availability across brands toggle?
The Approve new project dates toggle adds a review step for auto-created project dates, letting you check your calendar before confirming them. The Filter appointment availability across brands toggle filters what times are shown as available in your schedulers — it cross-checks multiple workspaces so clients can't book a time you're already occupied in another workspace. The two settings work independently of each other.