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There are LOTS of tutorials out there on using Dubsado for Mini Sessions, but I have carefully crafted a way to COMPLETELY automate this process from start to finish! 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.
Mini Sessions can be a huge hassle, with TONS of inquiries streaming in with a ridiculous amount of manual time coordination going on. What if you could throw a calendar up on your website, get people to pay you to book their slot, and then automate the rest of the process from sending a confirmation, the contract, appointment reminders & key prep info, and more? HONEY, YOU’RE IN THE RIGHT PLACE!
You will prepare your account for using Dubsado for Mini Sessions in 3 stages:
FIRST, you will create all of your templates.
SECOND, you will create your workflows
THIRD, you will start booking minis on auto-pilot!
Complete the following tasks in the order I have listed here!
In order to complete all of the tasks listed in this blog (and to get things plugged into Dubsado), you must first know:
Not sure how to create a project tag? Check out this help article!
You may already have different versions of some of these statuses. If that’s the case, just skip the ones you already have!
Not sure how to create project statuses? Check out this help article!
This is probably the easiest form creation you’ll ever do! You just need 2 forms!
The emails you write are the foundation of your client experience. Make sure that you are greeting your client in every single email, signing off warmly, and including as much personality as you can! The more you throw in there, the better! Your clients will never know that this process is completely automated! Here’s the list of 8 emails you need to write in order to get your mini session booking up and running on Dubsado!
Here are the details you need:
Not sure how to create a scheduler with all the elements above? Check out this help article!
Create a payment schedule with just 1 payment- the full amount of your session! You should do a FIXED amount rather than a percentage! I know this doesn’t SEEM necessary, but it is!
YES, you read that right, we are making PART TWO, first.
ACTION | TRIGGER | CONTENT |
---|---|---|
Change Project Status | 0 hours after workflow started | Upcoming |
Add Tag | 0 hours after workflow started | Minis |
Send Contract | 0.25 hours after workflow started | Form: Mini Session Contract Email: Minis | 02 | Send Mini Session Contract |
Create To Do | 0 hours after all previous actions complete | Assign yourself Content: {{client.name}}: Mini Session Complete |
Change Project Status | 0 hours after all previous actions complete | Editing |
Send Email | 0.25 hours after all previous actions complete | Minis | 03 | Next Steps |
Create To Do | 0 hours after all previous actions complete | Content: {{client.name}}: Deliver final gallery using email Minis | 04 | Final Gallery Delivery |
Change Project Status | 0 hours after all previous actions complete | Delivered |
Send Email | 0 hours after all previous actions complete | General | Review Request |
Payment Schedule: The one you created as part of this blog!
ACTION | TRIGGER | CONTENT |
---|---|---|
Change Project Status | 1 day after workflow started | Mini Abandoned |
Send Email | 1 day after workflow started | Scheduler: Public Mini Session Scheduler Email: Minis | 01d | Booking Follow Up |
Archive Project | 0 hours after all previous actions complete | (This step is necessary to ensure you don’t have 2 active projects for the same client if they DO rebook after sending the email above) |
Start a workflow | 0 hours after invoice paid in full | Workflow: Mini Session Part 2 template |
Pause Workflow | 0 hours after invoice paid in full | (This step ensures that the steps above do NOT fire IF they go ahead and book, so your booked clients don’t receive the follow up) |
Embed the scheduler on your desired page on your website! (OR you can share a public link directly to the scheduler if you don’t have one). Not sure how to do that? I’ve got you covered with this help article.
A step-by-step guide to EVERYTHING you need to use Dubsado for mini sessions. This process is sure to take all the stress out of these so that all you have to do is show up and do what you do best: take beautiful photos! Drop your questions or comments below!
Purchase my Mini Session Kit to get email templates, form templates, and step by step instructions on how to get your mini sessions running on auto-pilot!
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