Dubsado walkthrough for service providers + business owners. In this video you will learn how to set up your Dubsado account step by step so you can start booking clients on autopilot.
Watch this video here (don’t forget to like and share): https://youtu.be/Z4FDfAZckHQ
To get started, log in to your Dubsado account, and head over to settings by clicking the 3rd icon on the menu
Under Brand settings – Branding: Add your brand info – logo, brand colors, and business info.
For Portal Settings: Customize the client portal and what it will look like from the client’s view. Add your message to your clients and brand colors.
Use the link to have clients login to the portal. If you want to have the portal on your website, create a new page, pick the HTML block, and then add the embed code. Then you can add the link to your footer for easy access.
Under Multi-user: Add a user or team here by sending them an invite
To receive money: Add your country and currency code so you can connect to Square, Stripe, or Paypal. Then under Invoices tab, you can add a column for tax. Check the box if you want to have the client’s company name on the invoice.
Under Emails: Connect to Google account so you can send incoming and outgoing mail from your business email in Dubsado
Under Integrations, you can connect to Zapier or Quickbooks. For video conferencing, connect to your Google calendar if you want to use Google Meet for calls.
Related: Dubsado and Zapier integrations https://zapier.com/apps/dubsado/integrations
For General settings, turn these on so you’re not double booked.
For Account Settings, change your login info.
Under Notifications, turn on alerts on for the dashboard or email so you’ll know when a client signs a contract, makes a payment, or if a workflow needs your approval.
Now under Templates, create Scheduler templates so clients can book a session.
Pick free or paid session from the dropdown. Or create your own by clicking Add Template.
Basic tab – add name, duration, dates available, and canned email response.