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Cait Potter Blog

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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!

Code-Free vs CSS Form Design

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What it costs you NOT to hire a professional to set up Dubsado

There are LOTS of tutorials out there on using Dubsado for Mini Sessions, but I think I’ve found the best way to automate this process as much as possible! Just in case you don’t know me, I’m Cait. I’m a former photographer turned Dubsado expert, so I’ve got a TON of knowledge on how you can effectively leverage all of Dubsado’s features for your photography biz.

Using Dubsado for Mini Sessions

Using Dubsado for Photo Mini Sessions!

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Make Showit pages grow with Dubsado form content so that your Dubsado schedulers, lead captures, and public proposals work flawlessly!

Showit & Dubsado: Make Showit pages grow with Dubsado form content

Showit & 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!

Google Sheet/Doc Copy Hack

Google Sheet/Doc Copy Hack

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Form design is probably THE most time consuming part of setting up Dubsado, but it can also set your business apart from your competitors. In this increasingly digital world, you have to show up for your clients consistently and on brand! So today, I’m writing to share my take on code-free vs CSS form design AND sharing with you my favorite resources for getting started in CSS design!

Code-Free vs. CSS Form Design in Dubsado

Code-Free vs. CSS Form Design

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Full Done-For-You Dubsado Setups, which provide you with a CRM customized to your business, are a LONG TERM INVESTMENT in your business. Here’s the thing, though: a full done-for-you Dubsado setup isn’t really about Dubsado.

What it costs you to NOT pay for a pro Dubsado Setup

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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

Contract for Dubsado Setup Pros

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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.

3 Tips to Becoming A Dubsado Setup Pro

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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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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!

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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!