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.

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!

Stick with me, I’m going to do my best to explain all the cool ways that you could be using Dubsado Custom Mapped Fields as links in forms to make your process 1000 times easier!

I’m writing this blog to give you my opinion of ALL THE THINGS related to Quickbooks & Dubsado, and using them together. From the integration to where you should take payment, I want you to know ALL the upsides and downsides of using these platforms together so that you can make the best choice for YOUR business.

What should you do if you want to use Calendly or another outside scheduler inside Dubsado? This is a big, important, question so I wanted to write a detailed explanation about alllll of my thoughts related to the Dubsado Scheduler and using outside schedulers inside Dubsado!

I’m here to tell you WHY you should SKIP using PDFs in your client experience and/or Dubsado (and, of course, to tell you what you should do instead!).

If you’re trying to figure out how to use Dubsado for your engagement sessions, you’re not alone. Whether you’re a wedding photographer or a Dubsado Pro helping wedding photographers leverage Dubsado to the fullest extent, this one is for you. I’ve figured out a system that allows you to completely automate the booking of an engagement session as part of a wedding package, while also allowing you to track progress on the engagement session separately from the actual wedding.

There are LOTS of tutorials out there on using Dubsado for Mini Sessions, but I think I’ve found the best way to automate this process as much as possible! Just in case you don’t know me, I’m Cait. I’m a former photographer turned Dubsado expert, so I’ve got a TON of knowledge on how you can effectively leverage all of Dubsado’s features for your photography biz.

Make Showit pages grow with Dubsado form content so that your Dubsado schedulers, lead captures, and public proposals work flawlessly!

For some of us, we want to share a google sheet or google doc with our clients, but we want them to make their own copy of it, not edit ours. Rather than giving them detailed directions on how to make a copy of the file (only for them to not understand), just follow this google sheet/doc copy hack instead!

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.

Having a solid contract for Dubsado Setups is key in order to protect yourself and your business. Here are some clauses to consider!