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Are you constantly juggling registrations for your group trainings or webinars? Is the chaos of managing participants, payments, and scheduling leaving you overwhelmed and exhausted? If so, you’re not alone! Many educators and trainers struggle with organizing group training sessions without a proper system in place. If you host free or paid group trainings or webinars and are NOT using Dubsado to manage this process, you are missing out on some amazing functionality in a tool you’re *already paying for*. I hate when people aren’t squeezing as much value as possible out of their existing systems, so let’s fix that. Keep reading to learn exactly how to use Dubsado for group trainings.
Dubsado is a powerful tool that streamlines your entire group training process. From registration to reminders and follow-ups, Dubsado’s intuitive features allow you to create a seamless experience for both you and your participants.
First up, you need to create your registration form. It must request the client’s first name, last name, and email, mapped to the appropriate fields in Dubsado. Those are the things required for the TECHNICAL side of it, but from the BUSINESS side- you also need to collect anything else that would be required or helpful for you as you plan/host the group training.
If you sign up for the FREE mini training at the bottom of this blog, you’ll get to directly copy a FREE lead capture or public proposal into your Dubsado account!
For all of the emails you create as part of this step, make sure that you are using the smart fields under the “appointment” menu in the canned emails area. This will allow you to dynamically fill in the date and time of the group training so that you can use this same setup over and over. Here are some common ones you may find helpful:
Note that you most likely will NOT want to use the “Location” smart field to fill in the link for the group training because you don’t want that link to be publicly available, (because if it’s publicly available, why would they bother registering/paying?). So instead, you need to fill in a static link where the group training is taking place, do NOT use a smart field!
If you sign up for the FREE mini training at the bottom of this blog, you’ll get 2 FREE email templates!
If you sign up for the FREE mini training at the bottom of this blog, you’ll get screenshots to help you make sure your settings match what’s listed here!
Once the registrant has paid, OR if it’s a free training, we’re ready for the Post-Registration Workflow. Now remember, your scheduler is going to send them their confirmation and reminder emails, so we don’t need to do that in this workflow. Instead, this workflow should mainly be focused on:
Remember that before you make your workflows, you’ll need to create all assets listed here such as:
If you sign up for the FREE mini training at the bottom of this blog, you’ll get the EXACT workflow I recommend for group trainings- every single action and trigger you’ll need!
As the heading says, this is only required if you’re trying to use Dubsado for a PAID group training. See, when we are using a scheduler with the invoice enabled- Dubsado is great in that it does NOT reserve the client’s spot if they don’t pay…
BUT!!!
If they complete the form attached to the scheduler (the 2nd step), and then exit at the invoice (the 3rd step), the workflow attached will have started even though they didn’t pay, so we need to make sure they don’t get any emails or workflow actions until they pay!
Remember, you’ll need to create the following before you can make this workflow:
Here is another blog I wrote about general abadoned cart workflows!
If you sign up for the FREE mini training at the bottom of this blog, you’ll get the EXACT workflow I recommend for your GROUP TRAINING abandoned cart workflow- every single action and trigger you’ll need!
Head back to your lead capture or public proposal created in Step 1 and hook up your new workflow!
Take it live! Embed your scheduler on your website or start sharing its link publicly so that you can begin collecting registrations for your group training in Dubsado! The best part, is that you should be able to duplicate this structure to use Dubsado for group trainings you plan in the future!
By harnessing Dubsado’s robust features, you can transform the way you manage group trainings, saving you hours of administrative work and providing a seamless experience for your attendees. To access the full training with detailed how-tos, valuable screenshots, and TEMPLATES!!!!, sign up with your email address.
Don’t miss this opportunity to maximize the potential of your group trainings while enjoying a stress-free and organized process. Let Dubsado empower you to focus on what truly matters—delivering top-notch content and helping your participants thrive!
Take the first step towards efficiency today by embracing Dubsado for your group trainings and revolutionize the way you educate, inspire, and connect with your audience!
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