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I'm Cait Potter — client experience & workflow 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

Check out my office!

What it costs you to DIY your Dubsado Setup

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.

Using the Scheduler on the Client’s Behalf

Manually Scheduling a Client Appointment

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At the end of 2021, Dubsado finally, officially, released their certification exam. If you take the exam, you become a Dubsado Certified Specialist, which gives you street cred, preferred placement in their directory, more marketing opportunities, and a huge confidence boost.

Dubsado Certification Exam Advice

Dubsado Certification Exam Advice

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Okay let me be clear up front, this title is misleading, this blog isn’t about collecting feedback with Dubsado. The reality is that I do NOT recommend using Dubsado forms to collect testimonials on your services or products. This is a big soapbox for me that I’ve spent lots of time saying over and over again, so I’m here to write my soliloquy once and for all.

Collecting Feedback with Dubsado

Collecting Feedback with Dubsado

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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!

Accepting a Dubsado Proposal with No Package Selected

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Trying to think of a succinct title for this hack is NOT easy, because there are SO. MANY. possible uses for it, and yet the technical side of what we’re doing here doesn’t make much sense without the context of how you might be using it. Stick with me, I’m going to do my best […]

Using Dubsado Custom Mapped Fields as Links in Forms

Custom Mapped Fields as Links to Dubsado Forms

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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.

Just don't do it: Quickbooks & Dubsado

Don't do it: Quickbooks & Dubsado

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What should you do if you want to use Calendly or another outside scheduler inside Dubsado? This is a big, important, question so I wanted to write a detailed explanation about alllll of my thoughts related to the Dubsado Scheduler and using outside schedulers inside Dubsado!

Using Calendly inside Dubsado

Using an Outside Scheduler in Dubsado

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I’m here to tell you WHY you should SKIP using PDFs in your client experience and/or Dubsado (and, of course, to tell you what you should do instead!).

How to Use PDFs in Dubsado: DON’T Use PDFs in your client experience!

How to Use PDFs in Dubsado: DON'T!

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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.

Using Dubsado For Engagement Sessions

Using Dubsado for Engagement Sessions

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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!


I'm Cait Potter — client experience & workflow 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!

Code-Free vs CSS Form Design

Check out my office!

What it costs you to DIY your Dubsado Setup

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