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.

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.

How to deliver a lead magnet in Kit (formerly ConvertKit) -- step by step. Learn how to create a form, set up the incentive email, attach your freebie, and embed it on your website.

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.

Everything you need to create a client welcome packet - what to include, how to build it in Canva, and how to share it using Google Drive, your website, or Dubsado.

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.

Learn how to make a GIF in minutes using Canva or EZGif. Four easy methods covered - animated designs, photo sequences, video clips, and transparent background GIFs.

Learn how to create and send contracts in Dubsado, connect them to proposals, and use smart fields to fill in client details automatically.

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