Workflows are the most powerful feature of Dubsado and one that can be a bit intimidating for those getting started.

They are a way of automating your client process, allowing you to send proposals, contracts, invoices, forms, emails and more automatically.

To make it easier for you to create your own workflows, in this blog post I've mapped out the 8 steps I follow to create workflows in Dubsado.

Learn how to set up and customize the Dubsado client portal, including branding, banner sizes, and how to add a client login to your website.

Dubsado has automation features that can handle the repetitive parts of your client process for you. Here are the five that make the biggest difference.

Dubsado works well for 1:1 coaches: here's how to use it for lead capture, contracts, onboarding, scheduling, and client offboarding.

Embed a Dubsado lead capture forms or schedulers in your website to automate your lead generation process.

Personalize your Dubsado with your branding to make unique and beautiful forms. Use Canva images to create beautiful Dubsado without the need for CSS code.

Learn how to use Dubsado proposals to streamline your booking process. From 3-in-1 proposals to public proposals, find out what to include and how to set them up.

Learn what the Dubsado certification involves, what it means to work with a certified specialist, and why it matters for your business setup.