The Systems Strategist Blog

If you run free or paid group trainings or webinars, Dubsado can handle registration, payment, reminders, and follow up. Here are the seven steps to set it up in a tool you already pay for.

A pay what you can offer in Dubsado does not require custom booking forms for every lead. Using package quantities, clients choose their own price on a standard form and the rest of the workflow runs as usual.

Dubsado can send a reminder before a recurring invoice is due, but the setup is not intuitive. This walkthrough and video show the payment plan and workflow settings that make it work.

Doing everything by hand does not make you more dedicated, and it does not make your client experience more personal. Automation done right means EVERYONE gets your best day, including the clients who book during your worst week.

How to calculate the return on a Dubsado setup, plus real ROI numbers from my client projects.

What HoneyBook users praise and complain about, what HoneyBook costs in 2026, and when a Dubsado Certified Specialist recommends switching to Dubsado.

People switch payment processors because they think Stripe is slow. It is not, once payouts are set up correctly. Here is how I get paid quickly through Stripe and keep fees low with ACH in Dubsado.

Want clients to book and pay for a consultation, mini session, or strategy call right from the start? This guide covers how to set up paid Dubsado schedulers and the workflows that go with them.

Dubsado workflow approvals promise manual control over when actions send. In practice they create a queue you have to babysit. Here is why I never use them in client builds and what I set up instead.

Sometimes you schedule a call for a client yourself but still want them to get the confirmation and reminder emails. Using the Dubsado scheduler on their behalf handles both. The video walks through it.

This post is not a tutorial on collecting feedback with Dubsado. It explains why I stopped using Dubsado forms for testimonials and what works better for getting reviews you can actually use.

If you use Dubsado proposals for custom quotes in interior design, event planning, or stationery, this setup lets clients move to the contract and invoice without selecting a package or add on.