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!
In this series
- Your Destination
- Your Roadmap
- Projects
- Forms
- Getting Paid
- Proposals
- Schedulers
- Workflow Automation
- Getting Started in Your Account
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.
Wondering if Dubsado is right for your business?
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.
Learn more about projects:
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.
Learn more about forms:
5. Getting Paid
This mini-lesson introduces options for billing your clients in Dubsado, including invoices, payment schedules, and automated email reminders.
Learn more about getting paid:
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.
Learn more about schedulers:
- Syncing Your External Calendar with Dubsado
- Intro to Scheduling in Dubsado
- Creating a Scheduler Template
- Webinar Series: Scheduler Workshop
8. Workflow Automation
Interested in adding automation? Take a sneak peek at what's possible with workflows in the mini-lesson below.
Learn more about workflows:
9. Getting Started in Your Account
Get started in your account today with these quick and easy steps!
Wondering if Dubsado is right for your business?
Dubsado 101
Enjoy Dubsado Basics and ready to learn more? Sign up for Dubsado 101!
Dubsado 101 is a free online course designed to help you understand your Dubsado account! Perfect for both new and current users, this course begins with basic feature set up, and gradually advances to options for strategy, customization and workflow.