Stop triggering every email manually. Here are 5 things wedding planners can automate in Dubsado, and exactly how to set each one up.

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.

An efficient wedding planner client onboarding process is key to creating a seamless experience for your couples. From welcome emails and client portals to questionnaires and meetings, having a structured workflow ensures clear communication and keeps everything organized. In this blog post, I’ll break down the essential steps for onboarding new wedding planning clients—and how using tools like Dubsado can help you automate and streamline your process.

Learn how to make the most of Dubsado smart fields in your emails and forms.

This blog post goes through different smart fields that aren’t listed inside of Dubsado or in their smart field reference guide, but can prove extremely helpful in your Dubsado projects.

Whether you're new to Dubsado or looking to optimize your current use, these tips will help you get the best out of the platform.

Streamline your client onboarding process with Dubsado! Learn how to automate essential tasks, personalize client interactions, and save time with efficient onboarding workflows. Discover the benefits, practical steps, and examples of actions you can include in your Dubsado setup.

This comprehensive guide provides detailed steps to set up and trigger various actions within your onboarding workflow. Explore how to set up and use Dubsado workflows tailored to your specific needs, ensuring no steps are missed and clients receive timely follow-ups.

For clients where Dubsado made the most impact, they made some changes in their process keeping their clients top of mind while also allowing for a more streamlined & automated approach.

In this blog post we’ll cover 4 tips to help you simplify your client process in Dubsado, reducing friction and enhancing automation, ensuring a seamless experience for both you and your clients.

Learn how Dubsado payment plans can help you streamline invoicing and enhance your client experience. Review step by step instructions on how to create, customize, and apply payment plans into your workflows or projects effortlessly. Explore different payment plan options and learn how to apply them to your projects manually or via workflows.

One of Dubsado’s great features is streamlining the invoicing process. But what happens when you prefer to manage payments manually, without integrating a payment processor?

In this blog post we’ll explore how to use Dubsado without an integrated payment processor, how to apply manual payments, use workflows without a payment process and the pros and cons of this approach.

Dubsado recently announced it's new payment processor: Dubsado Payments powered by Stripe.

In this blog post, we'll go through what Dubsado Payments is, how it’s different vs. the Stripe payment processor that was previously offered, the new features offered by Dubsado payments, and more.

If you’ve been wondering what Dubsado payments are and how it’s different - keep on reading, I’ve summarized all the information I could find online to help you answer all your questions.

Public proposals are a great feature of Dubsado. They allow business owners to sell their products or services directly on their website or via a direct link - without the need for clients to first fill out a lead capture form or book a call.

In this blog post, we'll explore the features of public proposals in Dubsado and step-by-step guides on how to create them and share them with potential clients.

Want to create an effective Dubsado proposal? This guide will show you 5 dos and don’ts to create Dubsado proposal that help you sign clients.

Using appointment schedulers is a huge part of why Dubsado is such a helpful tool for small business owners.

But sometimes, you need to book appointments on behalf of your clients - and there are different reasons for doing this.

In this blog post, we'll explore how to book appointments on behalf of your clients and step-by-step guides on how to do this manually and when using workflows.

Booking clients is a critical phase in your client process, and therefore important to design correctly. It’s also where Dubsado can really help you simplify the process for clients and yourself, automate follow ups and save you time.

In this blog post, we'll explore who can benefit from a booking workflow in Dubsado, when to use it, the steps involved, and how to trigger it.

In this blog post, we'll explore how you can use Dubsado Scheduler Groups to optimize your appointment bookings. We’ll look at three different ways to use the Dubsado group scheduler: for appointments with different locations, appointments with different prices, or to create a landing page for different types of appointments.

In this blog post, I’ll show you how you can use Dubsado's features to improve your feedback and testimonial collection process. We’ll go over how to create a client feedback form in Dubsado and how to automate the process with workflows to help improve the number of client testimonials and feedback you collect

Still manually sending every contract, email, and payment reminder? Here's how photographers use Dubsado to automate their client process from inquiry to gallery delivery.

I’m sharing some of the tips I’ve learned after working with many clients from the wedding industry. Learn about the 8 tips that will help you utilize Dubsado in the best way possible for the wedding industry.

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 templates and forms.