Dubsado

How to use the Messages inbox to manage client email threads in Dubsado.

Dubsado inbox

Schedule an email to go out at a later date and time, straight from the email composer.

Schedule an email to send later

What to do when a client's reply lands as a new, unassigned thread instead of attaching to the original conversation.

Why a client's reply started a new thread

Trevor

Send and schedule emails, and manage replies in your Dubsado inbox.

Sending & the inbox

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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