Paragraph
cait potter blog
TO THE
welcome
where i share all my tips, knowledge, favorite tools, and more!
to the cait potter blog
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.
READ
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!
READ
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.
READ
If you’re trying to figure out how to use Dubsado for your engagement sessions, you’re not alone. Whether you’re a wedding photographer or a Dubsado Pro helping wedding photographers leverage Dubsado to the fullest extent, this one is for you. I’ve figured out a system that allows you to completely automate the booking of an engagement session as part of a wedding package, while also allowing you to track progress on the engagement session separately from the actual wedding.
READ
scribe
sop documentation
get scribe free!
DUBSADO
CLIENT MANAGEMENT
GET 30% OFF
airtable
data management
CHECK IT OUT
game changers
This page contains some affiliate links, which means I may receive a small commission, at no cost to you, if you make a purchase through a link. I only share about tools I truly love and think you will, too!
