Want to see Dubsado and Airtable in action? This blog dives into how these two powerhouse tools work together to automate your operations, analyze your business performance, and save you time. Trust me, you’ll want to watch the webinar for all the juicy details.

Dubsado and Airtable: Making Business Operations Smoother (With Some Behind-the-Scenes Chaos)

Dubsado, Airtable

A dynamic visual of Dubsado and Airtable integration, symbolizing efficiency and data-driven growth.

Learn how Renee transformed her sewing studio’s Kids Summer Camps with automated workflows in Dubsado. From registrations to client communication, discover tips to save time and create a seamless experience for parents.

Transforming Summer Sewing Camps: A Live Dubsado Workflow Mapping Case Study

Dubsado, Other

See how Sorting for Serenity transformed its client experience with a tailored Dubsado setup. From automated payment collection to seamless team scheduling, discover actionable strategies for professional organizers to streamline their business operations.

Organizing Chaos with Automation: How Sorting for Serenity Streamlined Operations with Dubsado

Dubsado, Other

Professional Organizers using Dubsado

Dubsado project statuses, done right, can transform your workflows. Learn the difference between statuses and tags, my go-to statuses, and how to create a system that keeps your business running smoothly.

Dubsado Project Statuses vs. Tags

Dubsado, Systems

Cait Potter, Dubsado Expert

Transform your wedding venue operations with a Dubsado setup. See how Mill Pond Estate automated 92% of client tasks, saved 258 hours annually, and boosted revenue with workflows tailored for tours, catering, and decor add-ons. Discover actionable tips to optimize your venue’s client experience.

Unlocking the Power of Dubsado for Venue Owners

Dubsado, Systems, Venue

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.

Automate Appointment Reminders Without the Dubsado Scheduler

Photography, Dubsado, Systems, All Industries, System Strategy, Coaching, Business Advice

Manually Schedule a Client Appointment

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!

Using Dubsado Proposals with Custom Quotes

Dubsado, Systems, All Industries

Accepting a Dubsado Proposal with No Package Selected

Stick with me, I’m going to do my best to explain all the cool ways that you could be using Dubsado Custom Mapped Fields as links in forms to make your process 1000 times easier!

Using Dubsado Custom Mapped Fields as Links in Forms

Dubsado, Systems, All Industries

Using Dubsado Custom Mapped Fields as Links in Forms

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.

Quickbooks & Dubsado

Systems, Dubsado, All Industries, Other

Quickbooks & Dubsado

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

Photography, Systems, Dubsado

Use Dubsado for Engagement Sessions
I’m the strategist that entrepreneurs call when the post-its, patched- together workflows, and late-night "WTF" moments stop working.
With 10+ years in operations and 150+ businesses streamlined and scaled,  I help service providers trade burnout for bulletproof workflows.
  • I design systems that feel as good as they function.
  • I translate big, messy visions into scalable, profitable operations.
  • And I do it all with a little drama, a lot of strategy, and just the right amount of sparkle.
Because your business deserves more than “making it work.” It deserves to work for you.

Systems strategist, operations fixer, and business architect for entrepreneurs who are done duct-taping their backend together.


Meet Your Chief Chaos-Crusher


I'm Cait — the brains behind businesses that actually scale.


xo, Cait

This one's on me. Complimentary free stuff coming right up. 

leaving so soon?

In this power-packed session, I show you how to connect Airtable + your CRM for smarter tracking, simplified workflows, and insights that actually move your business forward.

From Guesswork to Growth with Airtable

You can’t automate what you don’t understand. Before you automate anything, you have to know your client journey inside and out. That’s where strategy starts — and where smart systems actually work.

What is "the client journey"?

Hot Seat, Hot Takes, Hot Damn.

Your all-access pass to my juiciest masterclasses — totally free.


Turning hot mess businesses into high-performing machines — and loving every damn minute of it.

xo, Cait

0
    0
    Your Cart
    Your cart is emptyReturn to Shop
      Apply Coupon