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cait potter blog
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where i share all my tips, knowledge, favorite tools, and more!
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Read through an in-depth review of the features of Practice.Do, often considered the best CRM for coaches looking to streamline their operations.
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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.
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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!
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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!
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Calendly is a simple, easy-to-use, yet powerful scheduling software that will save you SO MUCH TIME! It eliminates the old-school way of using email and phone tags for scheduling appointments, calls, interviews, and more.
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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!
