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cait potter blog
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Dubsado’s Recurring Invoice feature is one of its coolest, but one of the questions I see all the time is about how to set up a reminder for a recurring invoice BEFORE the due date. While possible, the way to accomplish this is not at all intuitive, so I thought a how-to blog was due!
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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!
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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).
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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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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.
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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!
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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!
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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.
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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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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!
