Updated Jun 23, 2023
Dubsado is organized around projects. Think of a project like a folder for each client. Each project is associated with an individual client.
In this article:
Project basics
See all your projects on the Projects page. Projects are used to send and manage emails, contracts, invoices, forms, and scheduling invites. You can also keep track of tasks and notes inside a project.
A new project can either be created manually from Projects >> New Project or automatically with a lead capture form.
Project sidebar
Inside a project, use the project sidebar to view essential information.
Project title: The name of your project that appears on the Projects page. This is searchable and filterable.
Project date: Projects with dates appear on your calendar. You can also trigger workflow actions and payment reminders based on the project date.
Contract: Each project can have one contract.
Tags: Add or remove tags to further categorize the project.
Project status: Set a project status to track progress.
Client: Click on the pencil icon to view or edit the client profile.
Portal: Activate the client portal and set a password here.
Project location: Set a location for the project, if applicable.
Custom mapped project fields: View and edit data you’ve collected in custom mapped fields.
Referral source: Assign a referral source to track where the project originated.
Team member selection: Assign a team member if you have multi-users.
Project tabs
The tabs across the top allow you to interact with the client in different ways:
Emails: View and send emails to clients and see their replies. You must have an email connected to Dubsado.
Invoices: View, create, and send invoices.
Forms: Add form templates, PDFs, or custom URL links. After you add a form here, you can edit and send it.
Appointments: Create appointments to add to your calendar or send clients an invite to schedule an appointment with you.
Workflows: Apply and manage any automated workflows.
Tasks: Add single tasks or task boards.
Notes: Take notes and add call logs. These are not visible to the client. You'll also see an activity log that tracks your actions taken within this project.
FAQ
I don't have projects in my business. How do I use projects in Dubsado?
Projects help you stay organized with your clients. Click here for more information.
Do I need to make a project for every client?
We strongly recommend it. The project is intended as the primary place to communicate with your client. Even if a client hasn’t booked you yet, a project is still the best place to manage your communication. Use project statuses to keep track of potential leads vs booked clients.
Can I have multiple clients inside of one project?
No. Each project is only associated with one client. If you'll be onboarding multiple clients for a program or event, each client will need their own project.