Blog Posts & Resources
Browse tutorials, guides, and resources on Dubsado, HoneyBook systems, and automation - built specifically for wedding planners, photographers, and service-based business owners who are ready to stop doing everything manually.
5 Super Helpful Google Chrome Extensions
I love using extensions that help me save time on tasks in my business or help me in other ways.
I'm always testing out new Chrome extensions and in this blog post I go over the 5 extensions that I keep coming back to over and over again (and they're free!)
10 Cool Dubsado Features (You May Not Know About)
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
Inquiry Workflows in Dubsado - Which One is Right for You?
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.
How to Add Custom Fonts to Dubsado Forms
Learn how to add custom fonts to your Dubsado forms using hosted font files, Google Fonts, or Adobe Fonts, with CSS code you can copy and paste.
Dubsado For Every Phase of Your Business
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.
Dubsado Pricing: Starter vs Premier Plan Explained
Dubsado pricing explained: two plans, but the $20 difference is bigger than it looks. Here's what you actually get and which plan most service providers really need.
Managing Your Calendar in Dubsado
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.
Dubsado Form Builder: Build Beautiful Forms Without Code
Dubsado's form builder lets you create beautiful, on-brand forms without CSS. Learn how containers, full-width images, and styling settings work in this complete guide.
The Most Common Workflow Mistakes in Dubsado
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.
Organizing Your Dubsado Account
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.
Managing Dubsado Workflows: Starting, Tracking, and Updating
Learn how to start, create and manage Dubsado workflows. Covers lead capture triggers, public proposals, manual activation, and the Update Project Workflows feature.
Dubsado Canned Emails: How to Create & Send Them
Learn how to create and send canned emails in Dubsado, use smart fields, include forms and schedulers, and attach files. A complete guide for service-based businesses.
Dubsado Workflows for Coaches: A Comprehensive Guide
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!
How to Create a Professional Email Signature
Learn how to create a professional email signature in Gmail, Dubsado, or Outlook using Canva, free generators, or ChatGPT with step-by-step tips.
How to Receive Payment in Dubsado
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.
How to Create a Questionnaire in Dubsado
Creating questionnaires in Dubsado is super easy and there are a lot of options to personalize your Dubsado forms to make it your own. In this blog post, I’ll go through how to create a questionnaire in Dubsado.
How to White Label Your Dubsado URL (Custom URL)
A cool feature inside of Dubsado is the ability to customize a elements to match your branding.
One of the elements you can customize is your Dubsado URL so it matches your domain.
In this blog post I’ll share the steps to customize your Dubsado URL.
Dubsado Scheduler: How to Set It Up Step by Step
Learn how to set up the Dubsado scheduler step by step. Configure availability, buffer time, reminders, and more to streamline your booking process.
How to use Zapier with Dubsado
Zapier is a tool that lets users integrate the applications they use with Dubsado. This allows for automation to occur despite not being directly integrated. In this post, I’ll show you how to use Zapier with Dubsado and share several examples of Zaps that connect Dubsado with other applications plus a YouTube video tutorial to take you through it step by step
How to Create Workflows in Dubsado
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.
Everything photographers need to know about Dubsado, including what it does well, where it falls short, and how it can automate your client process from inquiry to gallery delivery.