What to set up first

The most important settings you don’t want to miss.

Sam Gioia avatar
Written by Sam Gioia
Updated over a week ago

Updated Aug 11, 2023

After you get your branding and login set up, the next order of business is connecting your payment processor, email account, and calendar! These settings are essential if you want to take full advantage of everything Dubsado can do for your business.

Payments and invoices

The Payments and invoices tab is where you will connect your payment processor. A payment processor allows your clients to pay you right on the invoices you send from Dubsado!

First, go to Settings >> Payments and invoices to select your country and currency.

Next, connect your processor. Dubsado connects with Stripe, Square, and PayPal:

  1. Log out of your existing payment processor account.

  2. Click Connect on the payment processor you'd like to connect to.

  3. Follow the onscreen instructions to grant access to your account.

👋 Here's a tip... Connecting a payment processor will give you more options for automation. Dubsado does not take any additional fees on top of the payment processor!


The Emails tab in your settings is where you will connect your email account so that outgoing emails sent from Dubsado will come from your email address. Replies from clients can also be brought into Dubsado so that you'll have a record of communication.

We highly recommend you connect an email account! Dubsado limits the number of emails you can send per day if you don't have an email account connected. The emails are also more likely to go to spam.

The process for connecting your email varies based on the type of email account you have:

  • If you log into your email account through Google, follow these instructions for connecting with Google.

  • If you log into your email account through Microsoft, follow these instructions for connecting with Microsoft.

  • If you log into your email account through any other provider, or through your web host, follow these instructions for connecting with SMTP.

👋 Here's a tip... If you're having difficulty, check out our email troubleshooting articles or send us a chat!

Calendar settings

Connecting a calendar account to Dubsado will:

  • allow you to see events from your external calendar in Dubsado

  • show Dubsado-created events, like scheduled appointments, tasks with due dates, and projects, on your external calendar

  • enable the Dubsado scheduler to read events on your external calendar and automatically block off your availability when there is a conflict

To sync a calendar with Dubsado:

  1. Go to Calendar in the main menu.

  2. Click Calendar settings in the upper right corner.

  3. Click Sync calendar.

  4. Select your calendar account provider in the new tab that opens and follow the sign in process to get connected.

  5. After the Dubsado calendar reloads, click Calendar settings.

  6. Link calendars from your account and adjust the import and export settings (see below).

👋 Here's a tip... Some providers, such as Apple, will require you to have an app-specific password to connect. If you can't sign into your calendar account, you may need to set up an app-specific password through your calendar provider.

To finish configuring your calendar connection, click Link Calendar next to each calendar you want to sync with Dubsado.

For each calendar you link, check the boxes to:

  • import that calendar’s events into Dubsado

  • export all Dubsado events to that calendar

  • both import and export

Once you link an available calendar, it will appear under Synced calendars. You can click on a synced calendar to adjust its import and export settings.

Heads up! We recommend turning export on for only one calendar or you'll see duplicate events. For more information on connecting your calendar, check out this article.


International settings

If you’re not based in the United States, go to Settings >> International settings to verify that your locale and time zone are correct here.

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