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Cait Potter Blog

quickbooks

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Dubsado

client management

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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

Check out my office!

What it costs you to DIY your Dubsado Setup

With only one life to live, I value being as efficient with my HAVE TOs as humanly possible, leaving more time for all of my GET TOs. This means that automating business admin tasks is priority #1.

It’s not always easy or straightforward, but it’s ALWAYS worth it. I have a stubborn belief that whatever I want is possible, which means that I chisel my way through learning new tools and processes until I get EXACTLY what I want.

That’s how I’ve been able to create this completely hands-off process for selling my membership through ThriveCart and delivering it through MemberVault.

MemberVault & Your Membership

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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!

A Guide to Using Paid Dubsado Schedulers

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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).

Why I Never Use Dubsado Workflow Approvals

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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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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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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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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.

Just don't do it: Quickbooks & Dubsado

Don't do it: Quickbooks & Dubsado

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I'm Cait Potter — business 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!

Enable Social Profile Likes on Dubsado Forms

Check out my office!

.

invoice email templates

Instantly plug & play these 7 templates into your business for the perfect blend of friendly but firm payment terms!

don't spend another day *not* getting paid

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email signature

You need an email signature that will oooooze friendly professionalism.

don't be drab, get fab!

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dubsado system emails

This tool will walk you through every step of getting your system emails input into Dubsado!

get my secret dubsado system emails to represent your business professionally always

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lockscreens

For the punny at heart.

gET MY SET OF MOOD-BOOSTING LOCKSCREENS

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dubsaod roadmap

Getting started is the hardest part, but with this guide, you'll get a step-by-step roadmap to what to do, when to do it, and a bunch of other freebies that will help you as you go!

It's insanely detailed & will walk you through *every* step!

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