Dubsado Basics

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!

What's included:

1. Your Destination

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.

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2. Your Roadmap

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.

3. Projects

Everything you do with a client, such as sending a contract, creating an invoice, even sending a simple 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.

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4. Forms

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.

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5. Getting Paid

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

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6. Proposals

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

Learn more about proposals:

7. Schedulers

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.