In Dubsado, a client is your main point of contact on a project. Each project you create is associated with only one client, but you can create multiple projects with the same client.
👋 Here's a tip... the term "client" in Dubsado does not necessarily mean a paying client. You can track whether a project for a specific client is a lead or a booked job using project statuses.
In this article
The client's information is stored in a client profile under Utilities >> Address Book. The Client section in the project sidebar will show which client profile the project is associated with.
All automated emails sent through the project will go to the client email address, which is why the client is considered the "main point of contact" for the project.
You can click on the pencil icon to edit the client's profile while inside the project.
⚠️ Heads up! Editing the client profile while inside a project will change that client's information in the address book and across all projects. For example, if you have two projects with the same client and you edit the profile inside one of the projects to change the email address, both projects will now use that updated email address.
In every client profile, there are fields to add a name, email, and phone number for an alternate contact. The alternate contact is optional, and can be used in whatever way suits your business:
- a fiancé or spouse
- a business partner
- an assistant
When you manually send an email through the project, the alternate contact will be automatically cc'd.
There are a few limitations to alternate contacts:
- Automated emails can only send to the primary client's email. Workflow emails, payment reminders, recurring invoices, appointment reminders, and form expiration reminders will not be sent to the alternate contact.
- The alternate contact is not searchable.
- You can autofill an alternate contact's name in a contract with a smart field, but our contracts do not offer separate spaces for the client and alternate contact to sign.
Can two clients be merged?
No, it is not possible to merge two client profiles.
Can I transfer a project to a different client?
No, it is not possible to transfer a project from one client profile to another. You can update the client profile with new contact information, but this will affect all projects associated with that client.