
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.


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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
Keep Track of Your Referral Sources in Dubsado
Project Source Tags give you the ability to keep track of how your clients found you so that you can gain insight on which of your marketing efforts are bringing you the most clients.
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.
How to Use Dubsado for Workshop Registrations
Create a scheduler template that can be shared publicly or embedded on a website to facilitate paid registration for a workshop or other special event. The booking process will be entirely automated and allow for a specific number of attendees to register!
Why Dubsado Is The Best CRM For: Hair and Makeup Artists
Welcome to the Dubsado Industry Series, where we highlight how Dubsado works for all the amazing professions that make up our Dubsado family!
Book Your Mini Sessions Seamlessly This Season
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.
Using Dubsado as a Photographer
Guest Post by: Marie Vanderpool. She is an adventure wedding and elopement photographer whose heart lives in the Pacific Northwest...
Why Dubsado is the Best CRM for: Lawyers
From photographers to lawyers, calligraphers to doulas, the Dubsado family is a rich collection of skills, talents, and expertise.
Why Dubsado Is The Best CRM For: Doulas
Welcome to the Dubsado Industry Series, where we highlight how Dubsado works for all the amazing industries that make up our Dubsado family!
Why Dubsado is the Best CRM for: Venue Managers and Owners
Welcome to our Dubsado User Series, where we highlight how amazing Dubsado users of all backgrounds, industries, and professions are loving Dubsado! From photographers to lawyers, calligraphers to doulas, the Dubsado family is a rich collection of skills, talents, and expertise.