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Create a project from the scheduler
Sam Gioia avatar
Written by Sam Gioia
Updated over a week ago

Updated Mar 14, 2024

To set up the Dubsado scheduler to automatically create a project after a client books an appointment, you’ll need to add a form to the scheduler.

To add a form to the scheduler, go to Templates > Scheduler > Advanced. Under Additional form, choose the form you want to use.

Not all forms that can be added to the scheduler will create a project! The following form types will create a project from a booked appointment:

βœ… Lead capture

βœ… Proposal with Create new project once proposal is completed toggled to Yes.

The following form types will not create a project from a booked appointment:

🚫 Questionnaire

🚫 Proposal with Create new project once proposal is completed toggled to No.

arrow indicating that a project won't be created

For more information, please see our article on how to add a form to a scheduler.

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