Updated Aug 30, 2023
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.
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 job using project statuses.
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's email address, which is why the client is considered the "main point of contact" for the project.
To edit client information or company name, you can click on the pencil icon next to Client while inside the project.
In every client profile, there are fields to add a name, email, and phone number for an alternate contact. The alternate contact is optional but can be used to include a contact for a spouse, business partner, or assistant.
When you manually send an email through the project, the alternate contact will be automatically CC'd.
There are a few important limitations to alternate contacts:
An alternate contact will see your emails, but replies won’t get saved in Dubsado. To save the alternate contact’s replies in Dubsado, add their contact information as a new client entry in the address book. You can do this by going to Utilities >> Address Book >> Add Client.
Email automation can only be sent to the primary client's email. This includes emails sent from workflows, payment reminders, recurring invoices, appointment reminders, or form expiration reminders.
The alternate contact is not searchable.
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.
What information can be used to search projects and clients?
In the search bar, you can find a project using first name, last name, project name, or email.
In Utilities >> Address Book, you can find a client by filtering first and last name, company name, email, or phone number.