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Dubsado 101 Checklist

A beginner friendly guide to getting your account ready for real clients.

If you’re new to Dubsado, this checklist helps you focus on what actually needs to be set up first so you’re not trying to do everything at once.

It’s broken into clear, manageable steps so you can make progress without overcomplicating things. Each step includes a short video to watch and complete before moving on, so you always know what to work on next.

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Here’s what you’ll get when you sign up:

A step by step checklist for setting up Dubsado
Clear guidance on the order things should be set up
Links to short video tutorials for each step
A beginner focused approach that avoids overcomplicating things

This guide is designed to help you start using Dubsado with real clients, not build a perfect system on day one.

Every business and client process is different, so this checklist focuses on the essentials. It gives you a solid foundation you can build on as you get more comfortable using Dubsado.

This checklist is for you if you…

are brand new to Dubsado and not sure where to start
feel overwhelmed by all the features and want a clear starting point
want to set things up in the right order
prefer simple, step by step guidance with videos
want to start using Dubsado with real clients