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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

Check out my office!

What it costs you to DIY your Dubsado Setup

Full Done-For-You Dubsado Setups, which provide you with a CRM customized to your business, are a LONG TERM INVESTMENT in your business. Here’s the thing, though: a full done-for-you Dubsado setup isn’t really about Dubsado.

What it costs you to DIY your Dubsado Setup

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Read through an in-depth review of the features of Practice.Do, often considered the best app for coaches looking to streamline their operation

Practice.Do: The Best System for Coaches

Practice.Do: The Best System for Coaches

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Why am I rambling about how much I love Stripe today? Because I constantly see sooooo many people saying that it takes them forever to get their money, and they end up switching to a processor like PayPal who just randomly decides they get to hold on to your money for days and makes you jump through hoops to receive it. I’m here to tell you how you can get your money quickly with Stripe.

Get Money Quickly with Stripe

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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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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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Okay let me be clear up front, this title is misleading, this blog isn’t about collecting feedback with Dubsado. The reality is that I do NOT recommend using Dubsado forms to collect testimonials on your services or products. This is a big soapbox for me that I’ve spent lots of time saying over and over again, so I’m here to write my soliloquy once and for all.

Collecting Feedback with Dubsado

Collecting Feedback with Dubsado

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When you’re in an industry like Interior Design, Event Planning, Stationery Design, or any other custom service where you need to use Dubsado to issue a quote-like proposal, you’ll love this hack for allowing your clients to move forward on a proposal/ contract/ invoice even if they don’t select a package or add-ons! And as an extra bonus, it’s SUPER simple!

Accepting a Dubsado Proposal with No Package Selected

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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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