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cait potter blog

I'm Cait Potter — client experience & workflow coach for creative go-getters. I'm here to help you make your business ROCK.

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Getting Started in
Dubsado!

Code-Free vs CSS Form Design

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What it costs you to DIY your Dubsado Setup

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System Spotlight Registration

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System Spotlight Question Submission

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With only one life to live, I value being as efficient with my HAVE TOs as humanly possible, leaving more time for all of my GET TOs. This means that automating business admin tasks is priority #1.

It’s not always easy or straightforward, but it’s ALWAYS worth it. I have a stubborn belief that whatever I want is possible, which means that I chisel my way through learning new tools and processes until I get EXACTLY what I want.

That’s how I’ve been able to create this completely hands-off process for selling my membership through ThriveCart and delivering it through MemberVault.

MemberVault & Your Membership

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There are so many times when you want to give a client the option to book a paid appointment with you RIGHT from the start of the process in Dubsado- you know, like when photographers want to offer Mini Sessions, or when interior designers want to offer Consultations, or consultants/copywriters/web designers want to offer Strategy Sessions, or when mobile bar owners want to offer Cocktail Tastings, or when brand designers (or anyone else) wants to offer VIP Days… I could go on and on! That said, there are a MILLION nuances and things that you need to know in order to use a scheduler effectively for literally any of this, which is why I’ve created this guide to using a paid Dubsado Scheduler. Even though this “guide” is really just a regular ol’ blog, it’s one I’ll be coming back to regularly and adding to as questions, updates, and common mistakes come up!

A Guide to Using Paid Dubsado Schedulers

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A few years ago, Dubsado released a feature to their workflows known as “approvals”. For a minute, it felt like these approvals were answering what SO MANY PEOPLE were asking for – a way to make sure their automations did not fire without their express permission.

Unfortunately, the “Approvals” function misses the mark in a number of ways. Here’s why I never use Dubsado Workflow Approvals (and what I do instead).

Why I Never Use Dubsado Workflow Approvals

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I know that it’s intimidating to jump on the phone with someone you don’t know, but I can assure you, this leap of faith will be ONE THOUSAND PERCENT WORTH IT!

So if you’re ready to take your business to the next level, don’t be scared or intimidated. Take the first step to transforming your business by clicking the button below to book:

a free Done-For-You Discovery Call
your spot in the next Done-With-You cohort
a 90 minute Strategy Session to get those workflows MAPPED!

Mobile Bev DWY

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Membership Support

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Sometimes you want to manually schedule an appointment with a client, but you still want them to get a confirmation email and reminder emails. Using the scheduler on the client’s behalf is the best way to achieve this.

Using the Scheduler on the Client’s Behalf

Manually Scheduling a Client Appointment

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I don’t know about you, but I’m TERRIBLE at this whole “repurpose your content” thing. Like, I remembered to make the content once, WHY ISN’T THAT ENOUGH??? TheEnter my complete and utter excitement at realizing that a simple ZAP on Zapier would automatically take my newly published blogs and put them onto a designated Pinterest board!

Zap WordPress Blogs to Pinterest

Zap Blogs to Pinterest!

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This page contains some affiliate links, which means I may receive a small commission, at no cost to you, if you make a purchase through a link. I only share about tools I truly love and think you will, too!


I'm Cait Potter — client experience & workflow coach for creative go-getters. I'm here to help you make your business ROCK.

tell me more...

crowd favs

on the blog

Getting Started in
Dubsado!

Code-Free vs CSS Form Design

Check out my office!

What it costs you to DIY your Dubsado Setup

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