Learn how to force a copy of a Google Doc so your audience gets their own editable version while your original stays safe. Simple step-by-step tutorial.

Thinking about using Dubsado? This guide explains what it does, who it’s best for, when it’s not a good fit, and how service based businesses actually use it day to day.

Learn how to create email templates in Gmail to save time, stay consistent, and make sending frequent messages quick and easy.

Explore the latest Dubsado 3.0 features, from the redesigned dashboard and flexible views to improved invoicing and automation tools. Find out what’s new and how it compares to Dubsado 2.0.

Learn how to create, customize, and send invoices in Dubsado. This post covers invoice settings, changing invoice numbers, adding payment plans, and sending invoices manually or with proposals.

Learn how to create packages in Dubsado to save time on proposals and invoices. This guide covers building, duplicating, categorizing, and using packages with clients.

Learn how to use project sources, statuses, and tags in Dubsado to track leads, organize clients, and manage your projects with ease.

Learn how to use Dubsado for photographers to create a pre-session workflow that sends prep guides, questionnaires, and reminders automatically. Save time, stay organized, and deliver a smoother client experience.

Learn the difference between Dubsado package proposals and quote like proposals, how to set them up, and which option is best to save time, automate your process, and increase sales.

Learn how to build a post-session workflow in Dubsado as a photographer. Automate your thank-you emails, gallery delivery, review requests, and more to save time and stay organized.

Discover four must-have Dubsado workflows for wedding planners to save time by automating inquiries, bookings, onboarding, and offboarding while delivering a seamless client experience.

Learn how to use the Redirect URL feature in Dubsado to send leads to a custom thank-you page after they inquire or book a call. Improve your client experience with clear next steps.

Want to automate your emails with ease? This step-by-step guide shows you how to deliver an email sequence using Kit (formerly ConvertKit), including how to create branded templates, write your sequence, and build an automation to send it.

Learn how setting clear boundaries in your service-based business protects your time, prevents burnout, and directly impacts your income, growth, and ability to show up consistently.

Learn how photographers can use Dubsado to send client photo galleries. This step-by-step guide shows two simple ways to share links and automate your delivery process: using custom fields or one-time links.

Discover how to use Dubsado as your wedding planner software to automate key parts of your planning process. From sending proposals and questionnaires to scheduling calls and follow-ups, this guide walks you through what you can streamline with the right wedding planning software to save time and serve your couples better.

Learn which business systems and tools you actually need at each stage of running a service-based business. This guide walks you through the best systems for small business owners, from foundational tools to advanced automations, so you can stay organized, save time, and grow with confidence.

Looking for the best wedding planner software to streamline your client experience? This post breaks down 5 key client touchpoints you can automate using Dubsado—from inquiry to follow-up—so you can save time, stay organized, and deliver a polished, high-end experience every step of the way.

Adding external links to your proposals (or sales pages) might seem harmless, but it’s a sales mistake that can hurt your conversions. Learn why the only clickable link should be the one to submit the proposal—and how removing distractions can increase your conversion rate.

Discover how a wedding planner transformed her business with a fully automated Dubsado setup. Learn how streamlined workflows and a seamless client process helped her save time and focus on creating unforgettable weddings. See the full case study now!