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.

One of the key ways to sign more clients is through discovery or sales calls. But sometimes it can feel really difficult to book discovery calls.

In this blog post, I’ll take you through 5 tips to help you book more discovery calls in your business, how to get people to attend and avoid no-shows.

Learn how to accept payments with Stripe, set up payout schedules, use Stripe Instant Payouts, send branded receipts, and issue refunds. A beginner’s guide for small business owners to simplify online payments and get paid faster.

A lead magnet serves as a great initial interaction with new subscribers that can be the start of a meaningful relationship, allowing you to grow your audience, stay connected and provide ongoing value.

In this blog post, I’ll show you how to use ConvertKit to deliver a lead magnet, covering everything from creating a form to setting up an incentive email to send out the lead magnet to new subscribers.

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

I’m sharing some of the tips I’ve learned after working with many clients who are photographers. Learn about the 8 tips that will help you utilize Dubsado in the best way possible as a photographer. These tips will help you automate your client process and provide your clients with a more elevated client experience.

Learn how to create a client welcome packet that feels professional and easy to use. This guide shows what to include, how to design it in Canva, and the best ways to share it with your clients.

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 emails and forms.

Learn how to make a GIF using simple tools like Canva or EZGif. This guide explains how to create a GIF from images or video, how to set timing, and how to download the final file.

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.

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!)

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.

Learn how to add custom fonts to Dubsado forms using CSS. This step by step tutorial covers hosted fonts, Google Fonts, and Adobe Fonts so your forms match your brand.

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.