Once your branding and login are set up, three connections turn Dubsado from a blank workspace into a working business hub: your payment processor, your email account, and your calendar. Here's what each one unlocks, and where to set it up.
Payments and invoices
Connecting a payment processor lets clients pay directly on the invoices you send from Dubsado, and it unlocks payment automation. Dubsado supports Dubsado Payments, Square, and PayPal. Before you connect a processor, you'll set your country and currency on the payment settings page.
Head to Invoicing ➔ Payment settings or Settings ➔ Payments to connect a payment processor.
Dubsado doesn't add any fees on top of your payment processor's own fees.
Connect your email account so outgoing emails come from your own address, and client replies are captured in Dubsado's record of communication.
The connection method depends on your provider. Follow the instructions for Google, Microsoft, or SMTP if you use any other provider or your own web host. You can start the connection from Messages ➔ Settings or Settings ➔ Emails.
If you don't connect an email account, Dubsado limits how many emails you can send per day, and your emails are more likely to land in spam.
Calendar
Connecting an external calendar lets you:
See events from your external calendar inside Dubsado
Push Dubsado events, like appointments, tasks with due dates, and project dates, to your external calendar
Let the scheduler read your calendar and automatically block off busy times when there's a conflict
Head to Events ➔ Settings or Settings ➔ Calendar and time zone to connect a calendar and adjust its import and export settings.
When exporting, turn export on for only one calendar to avoid duplicate events.
A quick note on locale and time zone
If you're outside the US, confirm your Locale, Country/region, and Currency symbol override under Settings ➔ Business Info, and confirm your Time zone under Settings ➔ Calendar and time zone (or Events ➔ Settings).