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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

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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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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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Cait Potter All Access 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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At the end of 2021, Dubsado finally, officially, released their certification exam. If you take the exam, you become a Dubsado Certified Specialist, which gives you street cred, preferred placement in their directory, more marketing opportunities, and a huge confidence boost.

Dubsado Certification Exam Advice

Dubsado Certification Exam Advice

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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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Request an Invoice

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Trying to think of a succinct title for this hack is NOT easy, because there are SO. MANY. possible uses for it, and yet the technical side of what we’re doing here doesn’t make much sense without the context of how you might be using it. Stick with me, I’m going to do my best […]

Using Dubsado Custom Mapped Fields as Links in Forms

Custom Mapped Fields as Links to Dubsado Forms

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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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