Dubsado blog
Resources to help you succeed at doing what you love
Get the latest updates on our product, insights from our community of creative professionals, and guidance on how to grow your business like never before.
Quick tips for getting started
New to Dubsado? So good to have you here. Set yourself up for success with these quick tips.
Get the latest Dubsado updates
Curious about what's new in Dubsado features? We've got you covered. Check out all our latest exciting releases.
Seamlessly Accept Payments In A Way You and Your Clients Will Love
Tired of chasing overdue invoices or waiting on slow payments? Dubsado makes it easy to accept payments seamlessly and professionally—giving your clients the flexibility they love while ensuring you get paid faster. From direct invoice links and automated reminders to Tap to Pay and Instant Payouts, here’s how Dubsado transforms your payment process so you can focus on growing your business.
How to Customize Fonts, Buttons, and Form Fields on Your Dubsado Forms with Custom Code
Your Dubsado forms should feel like a natural extension of your brand. In this guide, we’ll show you how to use custom code to style fonts, buttons, and form fields in Dubsado—plus beginner-friendly tips and resources for advanced styling techniques. Let’s transform your forms from basic to beautifully branded!
Dubsado Optimization Tips to Start the New Year Organized
Taking a little time at the start of the year to tidy up your Dubsado account will ensure you’re ready to run your business efficiently and make the most of every client interaction in the coming year.
Convert leads quickly with a simple automation
Send emails or forms as soon as they fill out your lead capture form with this super easy process!
Automate Your Way To Time Freedom: Connecting Zapier and Dubsado
While there are many automations within Dubsado, I know there are tasks you are doing outside the platform manually. But many of them do not need to be on your plate or your assistants plate any longer. It is time to hand over the responsibility and time of those tasks to Zapier.
How to Prepare for Google and Yahoo’s New Email Deliverability Rules
Effective February 1st, 2024, Google and Yahoo are introducing new standards for all senders delivering mail to their customers’ inboxes. While this update originates from the email providers and not Dubsado, this blog post is written to inform you of these industry-wide adjustments.
Elevating Your Business Through the Power of Dubsado's Client Portal
Get ready to amaze and indulge your clients like never before. Join me as I reveal the top Dubsado Client Portal features, propelling your business to new heights!
12 Common Dubsado Mistakes You Might Be Making And How To Fix Them
So you’re sold on Dubsado because you know exactly how it will set boundaries with clients, reclaim more time in your week, and elevate your entire client experience. But there’s still that tricky issue of ensuring your Dubsado setup is operating smoothly and without any errors.
5 Easy Workflow Changes That Dramatically Improved my Client Experience
Client experience is something that should be constantly evolving. It's a good idea to always be looking for ways to improve your client experience.
7 Steps to Use Dubsado for Group Trainings
Are you constantly juggling registrations for your group trainings or webinars? Is the chaos of managing participants, payments, and scheduling leaving you overwhelmed and exhausted? If so, you’re not alone! Keep reading to learn exactly how to use Dubsado for group trainings.
How to Automate Your Wedding Photography Business for Six Figure Success
A six figure, destination wedding photographer turned business coach - leading hundreds of creative entrepreneurs in building a life of artistic growth, wealth, and personal power.
Moving Clients into Dubsado
Welcome to Dubsado - the last CRM you'll have to try! We're so happy to have you. We've created this step-by-step tutorial with our best tips, tricks, and hacks to getting your clients moved over quickly.
Why Dubsado is the Best CRM for Interior Designers
Two of the most popular client management software options we’ve seen among our interior designer clients are Dubsado and HoneyBook. These are also the two we build and set up for our clients in our 1:1 services. As a Dubsado Specialist and HoneyBook Educator, our team knows the ins and outs of both platforms.
Using Dubsado To Establish Boundaries In Your Business
With Dubsado's workflows, automations, forms, and templates, you can easily set and maintain boundaries in your business. Whether you're protecting your time off or avoiding uncomfortable situations with clients. Let’s dive into how exactly Dubsado helps set these boundaries.
Dubsado Setup Planning For Service-Based Entrepreneurs
This article will review how to effectively set up your Dubsado to give you more time back in your day, more confidence in delivering your offer, and the foundation to help you scale your business.
5 Time-Saving Hacks When Integrating Dubsado and ClickUp
If you provide online or in-person services and you have tasks to manage within your business, then yes, you need both Dubsado AND ClickUp... or another task management tool. Here are 5 ways Dubsado can speak to ClickUp and vice versa.
Transferring Clients from HoneyBook to Dubsado
Welcome to Dubsado - the last CRM you'll have to try! We're so happy to have you. We've created this step-by-step tutorial with our best tips, tricks, and hacks to getting your clients moved over quickly.
When to Use Project Statuses vs Project Tags in Dubsado
Learning to use Project Statuses and Project Tags effectively in Dubsado can be an organizational game changer! This blog is to help you understand each feature more fully and get ideas for how to use them with your clients and most importantly - save you time!
Your Guide to Creating 5-Star Dubsado Proposals
Hands raised if you’ve ever sent a proposal to a client? Chances are, if you’re reading this blog, you’ve sent proposals in your business or you know you need to start but you’re not entirely sure what a proposal even is.
Questions to Ask on Your Lead Capture Form
You may initially think of the “contact” page of someone’s website for example, the standard 3 questions Name Email Message, but we’re going to help you take that one step further by giving you the exact breakdown of what you should ask for on a lead capture form and why it matters.
4 Simple Dubsado Hacks for Event Venues
When businesses think of automation, they assume that means they won't be able to create a customized experience for every single client. Heather is here to share how you can overcome that belief and start using automation in your event venue business.
Top 5 Workflow Must-Haves for Service-Based Business Owners
Have you ever thought, "what should I include in my workflows?" We're taking this one beyond the logistics of building a Dubsado workflow and diving into what really makes a workflow powerful.
The Essential Sections You Need in Your Dubsado Proposal to Land More of Your Dream Clients
How important is having a strategic & stunning proposal and seamless process to go along with it? I say it’s essential if you want your dream clients thinking “heck yes, where do I sign!?”
Dubsado Setup Planning For Service-Based Entrepreneurs
By planning your client process before you begin your Dubsado set-up, you’ll be able to map out every detail of each phase to ensure you don’t forget to write any emails, create any schedulers, or skip any steps when setting up your workflows. Having a documented client process will also ensure you deliver consistent client experiences.
Dubsado: The Neurodivergent Entrepreneur’s Safety Net
While I loved my clients and was really good at the work I was being hired to do (setting up their systems!), I was absolutely terrible at the admin side of my own business. Long story short, I found Dubsado and it changed everything.
How to Set Up Your Lead Form and Inquiry Workflow - For Wedding Pros
The 5 Different Form Types in Dubsado
Dubsado forms make it easy to collect the information you need from your clients. Gone are the days of sending emails back and forth to work out the details of your next project... just send your client a form and you'll have all the info you need in one place.
What to Set Up First in Dubsado
After you get your branding and login set up, the next order of business is connecting your payment processor, email account, and calendar! These settings are essential if you want to take full advantage of everything Dubsado can do for your business.
How to Apply a Workflow to a New Inquiry Automatically in Dubsado
When you attach a workflow to your lead capture form, Dubsado can respond to your new leads for you!
How to Do a Referral Program as a Service-Based Entrepreneur Using Dubsado
A referral program is simply a process where you reward customers or collaborators for spreading the word about your product or service. And Krystal shows us all how to do that in Dubsado.
