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.

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.

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.

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.

Dubsado has some really amazing features that lots of people know about. But there are also some features that are a bit more hidden that you may not know about. In this blog post, I go through 10 cool features in Dubsado that you may not know about

Inquiries are the first phase in a client process and one that Dubsado can help you automate and save time on. In this blog post, I’ll share several types of inquiry workflows to help you choose one that fits your business.

Adding your brand fonts to use in your Dubsado forms is a great way to create consistency between Dubsado and your website. In this post, I’ll go over how to add and use custom fonts, Google fonts and Adobe fonts in Dubsado forms so your forms look even more amazing.

I’m going on vacation tomorrow. I know that I’ll be able to disconnect from my business thanks to Dubsado. The workflows I have setup allow tasks to flow automatically in my business while I’m away, providing me peace of mind and letting me disconnect completely and enjoy my time away.

Depending on the stage you’re at with your business, Dubsado may or may not make sense for your business. I’ve broken down these different phases of building a business and which ones are a good fit for using Dubsado.

A guide to Dubsado pricing. I’ll go over the differences between the Starter plan and the Premier plan and the price for each one, and help you make a decision about which one is right for you.

Dubsado allows you to connect external calendars so your availability can take into consideration all the events you have in your Google (or other) calendar - not just events in Dubsado.

In this blog post, I’ll go over how to connect an external calendar to Dubsado and go through the different calendar events that Dubsado creates based on scheduler appointments and projects.

The new Dubsado form builder gives the ability to stretch content and images to the full width of your screen. Now your Dubsado forms can look more like your website. Check out the complete list of features of the new Dubsado form builder and how to use it to create beautiful forms without needing CSS code.

There are some mistakes I’ve made and seen client make with Dubsado workflows, so I decided to go through this list of the workflow mistakes to help you avoid making them.

Keeping a Dubsado account organized can be a bit difficult.

Duplicating templates can lead to a messy account where it’s hard to tell which templates are being used with clients and in workflows and which ones are gathering dust.

There are ways to help you organize your Dubsado account and help you save time when you’re working in Dubsado.

Workflows are the most advanced feature in Dubsado and it takes some practice and building and using them with several clients (or test clients) to have a better understanding of them and feel comfortable using them.

In this post, I’ll answer some questions I’ve received about workflows and share some tips to help you as you learn how to build, edit and use workflows in Dubsado.

Canned emails are one of the biggest time saving features of Dubsado. They allow you to automate those emails that you send over and over to all your clients. Learn how to create canned emails in Dubsado, how to send them to clients and more.

Dubsado has some amazing features that provide so much value to business owners, but it also provides some unexpected benefits. I’ll go over these benefits and list the changes and transformations I’ve observed in my clients once they have Dubsado setup to delivers their client process in a more automated way.

Learn how to create workflows for your coaching business in Dubsado to help save time on backend tasks. Watch the step by step video to build all the workflows to deliver a coaching package using Dubsado PLUS download the free guide that includes all the steps in the workflow including all the canned emails!

Having an fancy email signature is a small but important feature for your business. Learn how to create a custom email signature to use in Dubsado using Canva or Signature Hound.

Process payment in Dubsado using Stripe, Square or Paypal. Learn how to setup a third-party payment processor in Dubsado and how to receive payment from clients.