Dubsado Help Center

Legacy Dubsado Articles (Dubsado 2.0)

Help Center articles for the Legacy version of Dubsado (prior to Nov. 17, 2025)

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}

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}

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}

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}

Preparing for workflows_{3 articles}

Building workflows_{9 articles}

Managing workflows_{6 articles}

Tasks (Todos)_{2 articles}

Task boards_{3 articles}

Troubleshooting tasks_{3 articles}

Conferencing_{1 article}

Quickbooks_{3 articles}

Xero_{4 articles}

Zapier_{2 articles}