Why Dubsado is perfect for

Event Planners

Desiree runs a one-woman show, but is still able to create a seamless client experience using Dubsado. Here's how.

Photo by: Alexandra Meseke Photography

How Desiree simplifies her event planning business using Dubsado

STEP ONE

What is your lead capture process?

"I have a lead-capture form for new inquiries and vendors that want to collaborate with me. I love that the lead capture forms can automatically trigger a nurturing sequence that ensures potential clients receive a quick and timely response and I don't have to do anything!"

STEP TWO

What is your onboarding process?

"Once a client signs the contract, they receive a series of emails telling them what the process will be like, what to expect, etc. They receive a few emails over a span of time that breaks down for them small questions and doesn't overwhelm them. I use a specific workflow that is customized to each type of client (full wedding planning or wedding management) so I know I'm giving them the right information."

STEP THREE

What is your client management process?

"My client management process is set up primarily in Asana for internal purposes. As a wedding planner, I have over 200 tasks that I manage with each client, but they're somewhat fluid. However, I use many forms in Dubsado to ensure I'm capturing the right information from my clients at certain points in the planning. I also use the scheduler to allow clients to quickly and easily book meetings with me. I love that it's so easy for them to book time with me and we don't waste time trying to schedule 1 call!"

STEP FOUR

What is your payment process?

"I receive payments from my clients through Dubsado invoices. I use 1 invoice to track multiple payments for clients (deposit, payment 2 and payment 3, and their production fee, and a day-of management fee). I love that I can set up payment reminders to go out at certain points in our planning and that I can change the amounts easily to reflect our current scope of work. I really love that I can take myself out of the payment requesting process and it feels more like an accountant following up with my clients, rather than me hounding them to pay me."

An entire suite of business management tools for event planners

Seamlessly set new projects in motion

Bring in new clients quickly and easily with reusable templates for lead capture forms, questionnaires, proposals, and contracts—plus automated onboarding so no leads slip away.

Automate your busywork and focus on client work

Take repetitive tasks off your plate and keep projects on track with automated workflows, recurring payments, confirmation emails, payment reminders, and more.

Deliver a polished, branded experience

Ensure that everything your client sees reflects you—without designing assets from scratch. Your forms, documents, communications, and client portal highlight your brand, not ours.

Stay organized and aligned with clients

Set expectations and anticipate client needs with clear communications, centralized documents and project timelines, and easy collaboration through the client portal.

FAQs

  • Which plan is best for you depends on where you are on your journey. Diving headfirst into complex business management tools can be a daunting task, so if you’re just starting out, the Starter plan is for you. You’ll get access to things like form creation tools, invoicing, canned emails, and client portals, all in one simple package. It’s a whole lot of bang for your buck, as the kids say. They still say that, right?

    The Premier plan is for business owners who need to streamline their process. Being busy is a great problem to have, but it can quickly get overwhelming. With advanced features like scheduling templates, automated workflows, and bookkeeping integration, rest assured that you can take your hands off of the steering wheel when you need to, and your business will keep moving.

  • There's no time limit on our trial and you'll be able to book up to 3 clients before subscribing.

    What's most important to us is that you feel comfortable getting to know Dubsado and can truly see if we're the best fit for your business, without a pressure-filled time limit. After all, you’re trusting us to help you manage and grow your business and that's not something we take lightly.

    Start your free trial today and give all of our features a spin.
    *No credit card info required

  • Yes! You can collaborate with others in your industry in our Facebook Community once you set up a trial account.

    We also have our YouTube channel that is full of educational content from our team and real Dubsado users.

  • Our in-house Customer Care team is always here to help. You can chat us using the little chat bubble at the bottom right of this page or you can email us, hello@dubsado.com

Stop drowning in admin and start growing your business

Running projects without a system? You know the drill: details slip through cracks, payments need chasing, and you're stuck rebuilding processes from scratch. Break the cycle of busy work and give your business room to grow.