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Legacy Dubsado Articles (Dubsado 2.0)
Legacy Dubsado Articles (Dubsado 2.0)
Help Center articles for the Legacy version of Dubsado (prior to Nov. 17, 2025)
By Joey and 2 others
3 authors
267 articles
Getting Started with Dubsado
Getting Started Guide
5 articles
Start here!
8 articles
About Dubsado
5 articles
Account Settings and Billing
Account settings
10 articles
Billing and subscription
9 articles
Multiple brands and multi-users
8 articles
Projects and Clients
Projects
8 articles
Project statuses and tags
3 articles
Clients
6 articles
Client portal
10 articles
Sending Emails
Connect your email
5 articles
Email templates
5 articles
Sending emails
6 articles
Troubleshooting
3 articles
Improve email deliverability
8 articles
Form Builder and Smart Fields
Intro to Dubsado forms
New form builder
2 articles
Building forms
5 articles
Sending forms
4 articles
Form settings
3 articles
Form elements
3 articles
Smart fields
3 articles
Custom code
2 articles
Lead Capture
What is a lead capture form?
Create a lead capture form
Share a lead capture form
Using lead captures at in-person events
Troubleshoot lead capture forms
How to start a workflow from your lead capture form
Embedding
3 articles
Contracts and E-signatures
Contracts vs sub-agreements
Are e-signatures legally binding?
Building contracts and sub-agreements
3 articles
Sending contracts and sub-agreements
2 articles
Managing contracts and sub-agreements
3 articles
Dubsado Payments
Changes in Dubsado and Stripe when using Dubsado Payments
Onboarding
3 articles
Payments
10 articles
Payouts
4 articles
Refunds
1 article
Surcharging
2 articles
Dubsado Payments Capital
1 article
Payments and Invoicing
Payment processors
4 articles
Create invoices
8 articles
Get paid
5 articles
Additional invoice options
6 articles
Payment plans
4 articles
Recurring invoices
3 articles
Packages and Proposals
Package templates
2 articles
Proposals
6 articles
Reporting
Project sources and tracking
3 articles
Bookkeeping
3 articles
Scheduler and Calendar
Calendar syncing
3 articles
Setting up the scheduler
6 articles
Sharing the scheduler
5 articles
Managing scheduled appointments
3 articles
Advanced scheduler options
6 articles
Troubleshooting
1 article
Workflows
Preparing for workflows
3 articles
Building workflows
9 articles
Managing workflows
6 articles
Tasks
Tasks (Todos)
2 articles
Task boards
3 articles
Troubleshooting tasks
3 articles
Integrations
Conferencing
1 article
Quickbooks
3 articles
Xero
4 articles
Zapier
2 articles