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.

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!?” 

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.

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.

Certified Dubsado Specialist, Kelly McCracken not only breaks down how to map out your inquiry process and identifies what you need to create for it, but she also shows us HOW to bring that process to life.

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.

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.

When you attach a workflow to your lead capture form, Dubsado can respond to your new leads for you!

Getting started in a new system can be intimidating, and time consuming. To help you cut down on the learning curve, we've identified five key things to know about Dubsado that will greatly impact your experience as a new user.

This article will help walk you through on how to create a scheduler template that can be shared publicly or embedded on a website. This will allow clients to book short photography sessions with you. The booking process will be entirely automated.