Blog Posts & Resources
Below you’ll find blog posts on Dubsado, systems & automation, tech tips and more, to help you save time and provide an outstanding client experience.
Featured Blog Posts
A Guide to Google Business Profiles
Learn how to boost your business's online presence and reputation by setting up and optimizing a Google Business Profile. Learn how to leverage client reviews, optimize profile details, and integrate with platforms like Dubsado for streamlined testimonial collection. Start maximizing the impact of Google My Business for your business growth and digital presence!
How to use Dubsado without a payment processor
One of Dubsado’s great features is streamlining the invoicing process. But what happens when you prefer to manage payments manually, without integrating a payment processor?
In this blog post we’ll explore how to use Dubsado without an integrated payment processor, how to apply manual payments, use workflows without a payment process and the pros and cons of this approach.
Dubsado Payments: A Complete Guide
Dubsado recently announced it's new payment processor: Dubsado Payments powered by Stripe.
In this blog post, we'll go through what Dubsado Payments is, how it’s different vs. the Stripe payment processor that was previously offered, the new features offered by Dubsado payments, and more.
If you’ve been wondering what Dubsado payments are and how it’s different - keep on reading, I’ve summarized all the information I could find online to help you answer all your questions.
How to Create a Public Proposal in Dubsado
Public proposals are a great feature of Dubsado. They allow business owners to sell their products or services directly on their website or via a direct link - without the need for clients to first fill out a lead capture form or book a call.
In this blog post, we'll explore the features of public proposals in Dubsado and step-by-step guides on how to create them and share them with potential clients.
✅ Dos and ❌ Don'ts to Create Effective Dubsado Proposals
Want to create an effective Dubsado proposal? This guide will show you 5 dos and don’ts to create Dubsado proposal that help you sign clients.
How to Book Appointments for Clients in Dubsado
Using appointment schedulers is a huge part of why Dubsado is such a helpful tool for small business owners.
But sometimes, you need to book appointments on behalf of your clients - and there are different reasons for doing this.
In this blog post, we'll explore how to book appointments on behalf of your clients and step-by-step guides on how to do this manually and when using workflows.
How to Build a Booking Workflow in Dubsado
Booking clients is a critical phase in your client process, and therefore important to design correctly. It’s also where Dubsado can really help you simplify the process for clients and yourself, automate follow ups and save you time.
In this blog post, we'll explore who can benefit from a booking workflow in Dubsado, when to use it, the steps involved, and how to trigger it.
5 Tips to Book More Discovery Calls
One of the key ways to sign more clients is through discovery or sales calls. But sometimes it can feel really difficult to book discovery calls.
In this blog post, I’ll take you through 5 tips to help you book more discovery calls in your business, how to get people to attend and avoid no-shows.
How to Accept Payments with Stripe
Payment methods are an important aspect of any business. One solution for processing payments and accessing funds quickly is Stripe. In this blog post, we'll explore why Stripe is a preferred payment processor and go into the details of setting up your Stripe account, managing Stripe payout schedules, using instant payouts in Stripe, and setting up automated receipts in Stripe.
How to Deliver a Lead Magnet using ConvertKit
A lead magnet serves as a great initial interaction with new subscribers that can be the start of a meaningful relationship, allowing you to grow your audience, stay connected and provide ongoing value.
In this blog post, I’ll show you how to use ConvertKit to deliver a lead magnet, covering everything from creating a form to setting up an incentive email to send out the lead magnet to new subscribers.
Using the Scheduler Group in Dubsado
In this blog post, we'll explore how you can use Dubsado Scheduler Groups to optimize your appointment bookings. We’ll look at three different ways to use the Dubsado group scheduler: for appointments with different locations, appointments with different prices, or to create a landing page for different types of appointments.
Collecting Client Feedback & Testimonials with Dubsado
In this blog post, I’ll show you how you can use Dubsado's features to improve your feedback and testimonial collection process. We’ll go over how to create a client feedback form in Dubsado and how to automate the process with workflows to help improve the number of client testimonials and feedback you collect
Dubsado Tips for Streamlining Your Photography Business
I’m sharing some of the tips I’ve learned after working with many clients who are photographers. Learn about the 8 tips that will help you utilize Dubsado in the best way possible as a photographer. These tips will help you automate your client process and provide your clients with a more elevated client experience.
How to Create a Client Welcome Packet
In this blog post, we'll explore what welcome packets are, why they matter, and how you can create a compelling one to leave a lasting impression on your clients using different tools like Canva or Dubsado.
8 Tips for Using Dubsado as a Wedding Professional
I’m sharing some of the tips I’ve learned after working with many clients from the wedding industry. Learn about the 8 tips that will help you utilize Dubsado in the best way possible for the wedding industry.
3 Ways to Add Video to Your Client Process in Dubsado
Videos are a great tool to use with leads and clients. In this blog post we’ll talk about 3 different ways to include videos in your client process in Dubsado: embedding videos in Dubsado forms, using one-time links for videos and using the re-direct URL to send leads to a page with a video.
5 Tips to Create Lead Capture Forms in Dubsado
Lead capture forms can make your client inquiry process easier. By using them, you can collect important information, save time, and increase efficiency. In this blog post, we'll explore five great tips to follow when creating lead capture forms and explain how they can benefit your business.
How to Use GIFs in Dubsado Forms & Emails
If you're looking to add an extra touch of fun to your client experience, a GIF (Graphics Interchange Format) can be an excellent option. In this blog post, I'll walk you through how to use GIFs in Dubsado canned emails and forms.
How to Make Your Own GIF Using Canva
GIFs have become a popular way for businesses to communicate with their audience. GIFs are looping animations that are super eye-catching and add an element of fun where they’re used. If you're looking to create a GIF for your business, here's a guide to get you started.
How to Use Dubsado For Client Contracts
Contracts are a amazing tool in Dubsado, in this blog post I’ll show you how to create contracts in Dubsado and to use smart fields to help you automate adding information into your contracts to save time in your business.