Dubsado

Wondering what Dubsado is all about? These mini-lessons cover everything you need to know to get started, from the big picture to the first steps, all in 30 minutes!

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The first step to success with Dubsado is knowing where you're headed. Check out this big-picture overview of what it could look like to use Dubsado in your business.

Wondering if Dubsado is right for your business? <a href="https://www.dubsado.com/book-a-demo" rel="nofollow noopener noreferrer" target="_blank">Book a 1:1 call with our sales team</a>!

With so many features and things to customize, it can be tough to know where to start! We've got your Dubsado set up covered with a three-step roadmap: Learn it, Build it, Use it.

Everything you do with a client, such as sending a contract, creating an invoice, or even sending an email, starts with a project. In this mini-lesson, we'll show you creative ways to use projects - even if you're not a project-based business.

<a href="https://help.dubsado.com/en/articles/2748719-what-is-a-project" rel="nofollow noopener noreferrer" target="_blank">What is a project?</a>

<a href="https://help.dubsado.com/en/articles/2638219-projects-vs-clients" rel="nofollow noopener noreferrer" target="_blank">Projects vs clients</a>

<a href="https://help.dubsado.com/en/articles/2772622-what-if-i-don-t-have-projects-in-my-business" rel="nofollow noopener noreferrer" target="_blank">What if I don't have "projects" in my business?</a>

- <a href="https://help.dubsado.com/en/articles/2748719-what-is-a-project" rel="nofollow noopener noreferrer" target="_blank">What is a project?</a>
- <a href="https://help.dubsado.com/en/articles/2638219-projects-vs-clients" rel="nofollow noopener noreferrer" target="_blank">Projects vs clients</a>
- <a href="https://help.dubsado.com/en/articles/2772622-what-if-i-don-t-have-projects-in-my-business" rel="nofollow noopener noreferrer" target="_blank">What if I don't have "projects" in my business?</a>
   

You can create contracts, sub-agreements, questionnaires, and lead captures in Dubsado. Learn all about the different types of forms and when to use them below.

<a href="https://help.dubsado.com/en/articles/2880341-intro-to-dubsado-forms" rel="nofollow noopener noreferrer" target="_blank">Intro to Dubsado forms</a>

<a href="https://help.dubsado.com/en/articles/614033-build-a-form-template" rel="nofollow noopener noreferrer" target="_blank">Build a form</a>

- <a href="https://help.dubsado.com/en/articles/2880341-intro-to-dubsado-forms" rel="nofollow noopener noreferrer" target="_blank">Intro to Dubsado forms</a>
- <a href="https://help.dubsado.com/en/articles/614033-build-a-form-template" rel="nofollow noopener noreferrer" target="_blank">Build a form</a>
- <a href="https://help.dubsado.com/en/articles/483487-send-a-proposal-questionnaire-or-sub-agreement" rel="nofollow noopener noreferrer" target="_blank">Send a form</a>
   

This mini-lesson introduces options for billing your clients in Dubsado, including invoices, payment plans, and automated email reminders.

<a href="http://help.dubsado.com/en/articles/580108-connect-a-payment-processor-with-stripe-square-or-paypal">Connect a payment processor</a>

<a href="http://help.dubsado.com/en/articles/8137606-create-an-invoice">Create an invoice</a>

<a href="http://help.dubsado.com/en/articles/467085-send-an-invoice">Send an invoice</a>

- <a href="http://help.dubsado.com/en/articles/580108-connect-a-payment-processor-with-stripe-square-or-paypal">Connect a payment processor</a>
- <a href="http://help.dubsado.com/en/articles/8137606-create-an-invoice">Create an invoice</a>
- <a href="http://help.dubsado.com/en/articles/467085-send-an-invoice">Send an invoice</a>
   

Proposals allow your clients to choose a package, sign the contract, and pay their invoices all in one place! This mini-lesson explains how proposals can streamline the booking process for both standardized pricing and custom quotes.

<a href="https://help.dubsado.com/en/articles/3508875-what-is-a-proposal" rel="nofollow noopener noreferrer" target="_blank">What is a proposal?</a>

<a href="https://help.dubsado.com/en/articles/467057-build-a-proposal" rel="nofollow noopener noreferrer" target="_blank">Build a proposal</a>

<a href="http://help.dubsado.com/en/articles/6943800-connect-a-contract-and-invoice-to-a-proposal">Connect a contract and invoice to a proposal</a>

- <a href="https://help.dubsado.com/en/articles/3508875-what-is-a-proposal" rel="nofollow noopener noreferrer" target="_blank">What is a proposal?</a>
- <a href="https://help.dubsado.com/en/articles/467057-build-a-proposal" rel="nofollow noopener noreferrer" target="_blank">Build a proposal</a>
- <a href="http://help.dubsado.com/en/articles/6943800-connect-a-contract-and-invoice-to-a-proposal">Connect a contract and invoice to a proposal</a>
   

The Dubsado scheduler makes it easier to book appointments, manage your calendar, and automate your business. Check out the mini-lesson below for a quick scheduling overview, and for help deciding if the scheduler is a good fit for your business.

<a href="https://help.dubsado.com/en/articles/2559449-connect-a-calendar-account" rel="nofollow noopener noreferrer" target="_blank">Connect a calendar</a>

<a href="https://help.dubsado.com/en/articles/4172819-intro-to-scheduling-in-dubsado" rel="nofollow noopener noreferrer" target="_blank">Intro to scheduling in Dubsado</a>

<a href="https://help.dubsado.com/en/articles/4173288-creating-a-scheduler-template" rel="nofollow noopener noreferrer" target="_blank">Create a scheduler template</a>

- <a href="https://help.dubsado.com/en/articles/2559449-connect-a-calendar-account" rel="nofollow noopener noreferrer" target="_blank">Connect a calendar</a>
- <a href="https://help.dubsado.com/en/articles/4172819-intro-to-scheduling-in-dubsado" rel="nofollow noopener noreferrer" target="_blank">Intro to scheduling in Dubsado</a>
- <a href="https://help.dubsado.com/en/articles/4173288-creating-a-scheduler-template" rel="nofollow noopener noreferrer" target="_blank">Create a scheduler template</a>
   

Interested in adding automation? Take a sneak peek at what's possible with workflows in the mini-lesson below.

<a href="https://help.dubsado.com/en/articles/3185873-before-building-workflows" rel="nofollow noopener noreferrer" target="_blank">Before building workflows</a>

<a href="https://help.dubsado.com/en/articles/2894266-writing-out-your-process" rel="nofollow noopener noreferrer" target="_blank">Writing out your process</a>

<a href="http://help.dubsado.com/en/articles/467074-creating-workflows">Create a workflow</a>

- <a href="https://help.dubsado.com/en/articles/3185873-before-building-workflows" rel="nofollow noopener noreferrer" target="_blank">Before building workflows</a>
- <a href="https://help.dubsado.com/en/articles/2894266-writing-out-your-process" rel="nofollow noopener noreferrer" target="_blank">Writing out your process</a>
- <a href="http://help.dubsado.com/en/articles/467074-creating-workflows">Create a workflow</a>
   

Wondering if Dubsado is right for your business? <a href="https://www.dubsado.com/book-a-demo" rel="nofollow noopener noreferrer" target="_blank">Book a 1:1 call with our sales team</a>! 

<a href="https://hello.dubsado.com/user/signup" rel="nofollow noopener noreferrer" target="_blank">Sign up for a trial account</a>

<a href="http://help.dubsado.com/en/articles/8076495-get-started-with-dubsado">Get started with Dubsado</a>

<a href="http://help.dubsado.com/en/articles/6760620-free-trial-faq">Free trial FAQ</a>

- <a href="https://hello.dubsado.com/user/signup" rel="nofollow noopener noreferrer" target="_blank">Sign up for a trial account</a>
- <a href="http://help.dubsado.com/en/articles/8076495-get-started-with-dubsado">Get started with Dubsado</a>
- <a href="http://help.dubsado.com/en/articles/6760620-free-trial-faq">Free trial FAQ</a>

1. Your destination

2. Your roadmap

3. Projects

4. Forms

5. Getting paid

6. Proposals

7. Schedulers

8. Workflows

9. Getting started