Dubsado 101 - Intro to Dubsado

If you are new to Dubsado, or want to start right at the beginning, this is for you!

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Dubsado Settings

Dashboards

calendars

tasks

contact forms

adding existing clients

Creating individual invoices

packages and payment plans

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dubsado 102 -forms, canned emails and the portal

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proposals, questionnaires, contracts and sub-agreements

proposal-contract-invoice Feature

canned emails

The portal

client journey mapping

curriculum

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DUBSADO 103 -The Scheduler

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scheduler basics and advanced functions

public schedulers

scheduler automations

automating photography mini's or VIP Days

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DUBSADO 104 -workflows

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workflow actions and triggers

getting started 

approvals, holds and automations

creating workflows

curriculum

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