Dubsado

Trevor

Justin

View, manage, and schedule your work and appointments

Events

Using the Dubsado Calendar

How to connect an external calendar account (Google, iCloud, Microsoft) to Dubsado using Cronofy, and manage synced calendars.

Connect an external calendar

How to configure which external calendars import events into Dubsado and which export Dubsado events to your external calendar.

Manage import and export for calendar events

Connect your external calendars, manage event import and export, and work with the Dubsado Calendar

Calendar

Overview of the Dubsado scheduler: how scheduler templates work, ways to share them, and what happens when a client books.

Intro to scheduling in Dubsado

How to create a scheduler template and configure the basic settings, including appointment details, availability, and booking page options.

Creating a scheduler template

Fine-tune your scheduler with settings that control booking limits, buffer time, required payments, automated reminders, and more.

Advanced scheduler settings

Reuse an existing scheduler template as a starting point for a new one, or remove a template you no longer need — and what happens to booked appointments when you…

Duplicate or delete a scheduler template

Create, duplicate, and configure scheduler templates from the ground up

Building scheduler templates

Troubleshoot a scheduler that's blocking time slots you expected to be open for booking.

Scheduler shows unavailable during times that should be available to book

Control booking lead time, time slot frequency, buffer gaps, and appointment limits in your scheduler template.

Scheduler intervals and buffers

Use the date conflicts setting to check for calendar conflicts before approving new project dates.

Date conflicts setting

Set your availability, intervals, buffers, and date conflict rules

Availability & scheduling rules

Connect a video conferencing app to automatically generate meeting links for scheduled appointments.

Connect video conferencing

How to enable automatic video conferencing link generation on scheduler templates, and how to include the conferencing link in confirmation and reminder emails.

Adding video conferencing to a scheduler template

Add video conferencing to your scheduler templates and connect your meeting provider

Video conferencing

Add a form to a scheduler

Prevent clients from rescheduling appointments

How to book an appointment on behalf of a client, invite them to choose their own time, or make a scheduler available in their client portal from within a project.

Schedule appointments for clients

How to allow clients to enter a discount code on the invoice created by a scheduler with a required deposit.

Allow clients to apply a discount on schedulers

How to customize the default appointment confirmation email or select a custom template for each scheduler.

Customizing the appointment confirmation email

Book appointments for clients, customize the booking experience, and control rescheduling

Appointments & booking

Create scheduler groups to offer multiple appointment types in one link, and share them via embed, direct link, or project invite.

Creating and sharing scheduler groups

Public vs. project scheduler sharing

How to share a scheduler publicly using a direct link or embed code for your website.

Embedding a Dubsado scheduler on your website

Redirect clients to an external web page after they book an appointment through a Dubsado scheduler.

Using the scheduler redirect URL setting

Share schedulers publicly or on projects, group them, and embed them on your site

Sharing & embedding schedulers

Create a custom design with text, images, and links

💡 Explore Updates and Bug Fixes

🖥️ Dubsado's Youtube Channel

Find answers and get help from Intercom Support and Community Experts

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Build your first workflow and watch it run end to end.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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