Blog Posts & Resources
Browse tutorials, guides, and resources on Dubsado, systems, and automation - built specifically for wedding planners, photographers, and service-based business owners who are ready to stop doing everything manually.
Signs Your Dubsado Setup Isn't Working (And Why DIYing It Is Harder Than It Looks)
If your Dubsado workflows keep stalling, emails are going out wrong, or your process still feels manual, your setup has issues. Here are the most common signs and what's causing them.
Dubsado vs HoneyBook (2026): Which CRM Is Right for Your Business?
Can't decide between Dubsado and HoneyBook? I’ll break down pricing, features, automations, and ease of use so you can pick the right CRM without the guesswork.
How to Fix Common Dubsado Workflow Errors
Are your Dubsado workflows giving you errors? From "Too late to send" to "Invalid Grant," learn exactly what these vague error messages mean and how to get your Dubsado workflows back on track.
How to Use Custom Mapped Fields in Dubsado
Stop manually copying links! Learn how to use Dubsado custom mapped fields to automatically share Google Drive links, portals, and project details in every email and form.
Building a Wedding Client Experience in Dubsado From Inquiry to “I Do”
Learn how to build a seamless wedding client experience in Dubsado that supports couples from inquiry through their wedding day.
How to Force a Copy of a Google Doc (Step-by-Step Tutorial)
Learn how to force a copy of a Google Doc so every client gets their own version - and your original template stays safe. Step-by-step tutorial included.
What Is Dubsado? A Simple Guide for Service-Based Businesses (2026)
New to Dubsado? This beginner-friendly guide explains what Dubsado is, what it does, who it's best for, honest pros and cons, and how much it costs.
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)
Learn how to create and deliver an email sequence in Kit (formerly ConvertKit) -- step by step. Covers email templates, writing your sequence, and setting up automations.
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.