Blog Posts & Resources
Browse blog posts on Dubsado, systems, automation, and tech — all created to help you save time, streamline your processes, and run your business with ease.
Whether you’re looking to elevate your client experience, improve your workflows, or learn how to set up systems that grow with you, these posts will give you practical insights and actionable steps to help you work smarter, not harder.
How to Force a Copy of a Google Doc (Step-by-Step Tutorial)
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.
What Is Dubsado? A Beginner’s Guide for Service Based Businesses
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.
How to Create Email Templates in Gmail
Learn how to create email templates in Gmail to save time, stay consistent, and make sending frequent messages quick and easy.
Dubsado 3.0: What’s New and What to Expect
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.
How to Create and Send Invoices in Dubsado
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.
How to Build Packages in Dubsado
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.
How to Use Project Sources, Statuses, and Tags in Dubsado
Learn how to use project sources, statuses, and tags in Dubsado to track leads, organize clients, and manage your projects with ease.
Using Dubsado to Prep Clients for Photography Sessions
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.
Dubsado Package Proposals vs Quote Like Proposals
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.
Dubsado Post-Session Workflow Guide for Photographers
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.
4 Dubsado Workflows Every Wedding Planner Should Have
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.
How to Send People to a Thank-You Page in Dubsado
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.
How to Deliver an Email Sequence using Kit (formerly ConvertKit)
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.
How Boundaries Not Only Protect You but Your Income
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.
How to Send Photo Galleries to Clients with Dubsado
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.
Automating Your Wedding Planning Business: What You Can (and Should) Hand Off to Software
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.
Systems That Grow With Your Business
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.
5 Client Touchpoints Wedding Planners Can Automate with Dubsado
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.
Why You Shouldn’t Add External Links to Your Proposals
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.
Case Study: Wedding Planner Dubsado Setup
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!