Dubsado Client Portals

Client portals in Dubsado can add a whole new dimension to your client process! In this webinar, we explore an in-depth look at how to set up client portals, navigate them, and give your client a great all-around experience using them.
Download the handout here: bit.ly/Dubsado...
:42 - Goal
1:16 - Introduction
2:55 - Activating the Client Portal
7:14 - Setting up a Password
9:31 - Sending the Client Portal Information
14:58 - Designing the Client Portal
26:24 - Embedding the Client Portal
28:24 - Navigating the Client Portal
41:33 - Uploading Content Manually to the Client Portal
51:26 - Client Portals & Workflows

[@shannonhavill1264]

Thank you Cameron! Your videos are amazing! They're so well done, thorough and easy to follow. This information has saved me so much time and allowed me to maximize the features right out of the gate. Dubsado has reduced the stress and anxiety I was feeling in preparing to launch my business. I'm grateful!!!

[@AprilMelton]

This is SO HARD!!! All I want to do is capture my leads, send them a contract, and a price list to go over while we are on the phone.

[@dubsado]

Hi April, I think this video will help you much more. There are definitely easier ways - this was just the client portal option. Here you go :) kzbin.info/www/bejne/jaiye4t_ppaFqZY

[@natromf]

So every client has a different URL? This means I can't add to my site's menu a general login link to a "client portal" and have my clients login with their user + pass to see their information.

[@dubsado]

Hey there! You can! Head to SETTINGS >> PORTAL, and then down at the bottom you will see the "general" login embed code that you can add to your website! Then clients can log in to their own portal through your site! (For security purposes, using this method requires that you set up a custom password for your clients)

[@natromf]

@@dubsado Thank you!