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Cait Potter Blog

quickbooks

bookkeeping

Dubsado

client management

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password control

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I'm Cait Potter — business coach for creative go-getters. I'm here to help you make your business ROCK.

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Getting Started in
Dubsado!

Enable Social Profile Likes on Dubsado Forms

Check out my office!

Connect Dubsado & Flodesk with this Zap!

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

Contract for Dubsado Setups: Protect yourself before you wreck yourself

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Sometimes you want to allow individual clients to pay via a method that you do not make available for everyone. Here’s how to override payment options on dubsado invoices for individual clients, without having to turn on that payment method for everyone!

Dubasdo Invoice Payment Override: Enable Credit Cards for Individual Clients

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You have a passion for systems in a way that others just don’t. You are ready to offer a luxury, business-to-business service, helping entrepreneurs set up the back end of their business in Dubsado; giving them their life back and allowing them to focus on the craft they love. You’re a Dubsado Setup Pro.

Do you do Dubsado Setups? Here are 3 things you need to know.

Dubsado Pro Expert

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This may not be what you were expecting to find in your Workflow Pro’s blog posts, ‬but if you don’t‭ ‬read any of the other resources I’ve created for you, ‬please read this‭. ‬It’s‭ ‬so important for me to explain how I view my relationship‭ with my clients. ‬After working with a few clients, I started looking for more. ‬I loved the results I‭ was creating but I knew there was something‭ ‬missing‭.

Let’s talk about me & you

Personal Relationship with my clients

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People ask ALL THE TIME about how to automate a follow up from the Dubsado scheduler if a client does NOT book an appointment. While this isn’t a native trigger in Dubsado at this time, that doesn’t mean we can’t automate with a little creativity and ingenuity!

Automate a follow up for an unscheduled appointment request using the Dubsado Scheduler

Automate Dubsado Scheduler Follow Ups

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Zoom now requires all upcoming, previously scheduled, PMI meetings, and webinars to include a password for security purposes. But how do you find and update that password??

How to Change your Zoom Meeting Password

How to Change your Zoom Meeting Password

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If there is anything our crisis with COVID-19 has taught us, it’s that the unexpected could happen at any time. Although this may be a morbid topic, it’s critical to prepare your business in case of emergency. Here area. few tips on how!

Do you have a contingency plan for your business?

Do you have a contingency plan for your business?

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Give yourself more time to do fun stuff by following these step by step directions to add your new Dubsado leads or jobs into Flodesk automatically!

Automate your workflow OUTSIDE of Dubsado with this ZAP! Dubsado to Flodesk

Using Zapier to connect Dubsado & FloDesk

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So you may have noticed photos of me ALL over my website. In fact, I know you did, because they’re everywhere. Having this absurd number of photos of myself is no accident. Check out these 3 reasons why you should invest in a branding session for your own business!

3 reasons why you should invest in a branding session!

3 reasons why you should invest in a branding session!

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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!