This Mini Dubsado Course Includes Lessons On:

BRANDING

CLIENT PORTALS

INTEGRATIONS

From uploading your logo to editing your URL to be your business name instead of Dubsado’s, I’ll walk you through the different setting sections so you know how to make edits and personalise absolutely everything. 

Making sure your client portal matches your brand helps with a stellar client experience. Following a step-by-step process, I’ll show how to edit all of the different settings in your client portal from your welcome message to your portal-specific logo.

One of the very best things about Dubsado is its ability to integrate with other platforms. Following the lessons in this Guidebook you’ll learn how to connect your Dubsado to video conferencing platforms, your preferred calendar, and your accounting software.

MAPPED FIELDS

PROJECTS

SCHEDULERS

Learning how to use Dubsado’s mapped fields to collect information (like a client’s name or email) will save you loads of time and add personalisation to everything you do. I’ll show you where in your Dubsado settings you can find your mapped fields, how to edit them, and how to add them to your Dubsado forms.

Projects are how you’ll track everything that’s going on with each of your clients and where a client is in their project journey. You’ll learn how to add and manage project statuses (and which statuses you may want to include), add start and end dates, track where leads are coming from, see all client invoices, and more. 

Setting up your schedulers correctly is ridiculously important so that you don’t accidentally double-book yourself, can send your clients reminder emails automatically, and are using the right smart fields so that your emails actually include a link to your meeting. And in this Guidebook, I’ll show you how to do it all.

FORM TEMPLATES

CANNED EMAILS

PACKAGES & PAYMENT PLANS

Think contact forms, contracts, proposals, and questionnaires. You’ll learn how to design them, which sort of sections you may want to include, and how to make sure they’re linked to the right packages, payment plans, and workflows depending on whether you’d like them to send automatically or not. 

It’s absolutely essential that you edit your canned emails because your Dubsado account is automatically set up to send them. I’ll walk you through which canned emails to edit, how to create new canned emails, and which smart fields you’ll want to add to each email (like an invoice link to a payment reminder email).

Creating base packages and payment plans will save you loads and loads of time. You’ll learn how to create a new package, which settings to edit, and what to include within your package descriptions, as well as how to set up payment plans that can be added to your proposals or workflows.  

WORKFLOWS

Once you’ve created all of your templates and mapped out your processes, you’ll have everything you need to begin creating workflows that will help streamline your entire process from enquiry to offboarding. I’ll walk you through each part of the process in Dubsado so you can see exactly how to do it yourself. 

Following these step-by-step lessons and video tutorials, you’ll be able to successfully set up your entire Dubsado account on your own.

(And you’ll feel bloody proud and confident about it, too.)