FREE RESOURCE

Dubsado 101 Checklist

GET YOUR DUBSADO ACCOUNT CLIENT-READY, ONE STEP AT A TIME

If you're new to Dubsado, it's easy to feel like you have to do everything at once. If you've been clicking around for a while and feel overwhelmed by where to start, you're not alone either.

This checklist helps you ignore the noise and focus only on what's necessary to start onboarding real clients.

It’s broken into clear, manageable tasks with a short video for each, so you can make progress in minutes rather than hours.

Get the free checklist

Instant access, no fluff. Just a clear path forward.

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WHAT’S INCLUDED

Inside this free checklist, you’ll find:

Preview of the Dubsado 101 Checklist showing setup steps for service-based businesses

A step-by-step checklist with a clear order.

No more guessing what to do first. Every task is sequenced so you build your system in the right order, the first time.

Bite-sized video tutorials

Every step includes a short video so you always know exactly how to do it, not just what to do. No guessing, no Googling.

The essentials-only approach

Focus on what you need to get paid and booked, skipping the complex stuff for later. Functional first, fancy later.

IS THIS FOR ME?

This is for you if…

You’re brand new to Dubsado and want a clear starting point.
You’ve been clicking around for a while and feel overwhelmed by it all.
You just want to make sure things are set up correctly before you go live.

Dubsado setup checklist with short video tutorials for each step

YOUR GUIDE

Hi, I'm Ema

I'm a Certified Dubsado Specialist based in Belleville, Ontario. I help service-based businesses save hours of admin time by building systems that actually support the way they work.

When I'm not knee-deep in workflows, I'm a mom to two teens and a very cute jack-chi named Taco. You'll find me a few times a week at a hockey arena or a soccer pitch watching my kids play.

Getting started with Dubsado doesn't have to be overwhelming

Dubsado is one of the most powerful CRM tools available for service-based businesses, but it comes with a learning curve. Most people who sign up find themselves clicking around without a clear sense of what to set up first, or spending hours on the "pretty" parts before the foundational settings are even in place.

This free Dubsado setup checklist is designed to cut through that confusion. Instead of guessing at the order of steps or watching hours of unstructured tutorials, you get a clear, logical sequence that takes you from a brand new account to a client-ready system. Every step includes a short video tutorial so you always know exactly what to do and how to do it.

The checklist covers the essentials: your account settings and integrations, packages and payment plans, forms, scheduler, and how to test your setup before you go live with real clients. It's the same foundation I build for every client in my done-for-you Dubsado setups, distilled into a free resource you can work through at your own pace.

If you work through the checklist and decide you'd rather have a specialist build your full system for you, learn more about my Dubsado setup service here.