diy what the pros charge hundreds for 💸

[free] Dubsado Setup Workbook 

I’M A CERTIFIED DUBSADO SPECIALIST THIS IS HOW I START EVERY CLIENT BUILD

free dubsado setup

Snag my EXACT Dubsado Setup process I use for every client build.

After setting up Dubsado for clients in many different industries, I’ve learned a thing or 2 that will definitely save you a HOURS of YouTube videos and Google searches:

  • the number one mistake clients make when taking their business processes to Dubsado.

  • the specific order in which to set your account up and why it matters

  • the easy-to-miss steps that aren’t where you think they should be

  • short video tours for each template section (emails, forms, schedulers, packages, payment plans & discounts) and how they work together.

I’m here to walk you through my go-to Dubsado setup process bc I know how frustrating it is to try to figure this all out on your own. All you have to do is follow the list…

Dubsado Setup Workbook

WHAT’S INSIDE

A toggle here, a smart field there - trust me when I saw there are lots of little moving pieces that can throw you way off track if not done correctly from the start.

Believe it or not, setting up your account in a certain order will make a huge difference to the number of headaches you get— or don’t get 😜.

★ STEP 1: settings & client processes

★ STEP 2: packages, payment plans & discounts

★ STEP 1: forms

★ STEP 4: emails

★ STEP 5: schedulers

Take my hand and let’s do it together. After going through this Dubsado Setup Workbook, the basics will be set up and your account will be primed to wow some clients.

All I know is I never could have done this on my own.

-my last client, after our handoff call

dubsado set up the right way: