Dubsado

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

Trevor

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

Appointments & booking

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

Set up your account

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

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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