How to Use Dubsado | Simple & Detailed Dubsado Walkthrough

[@organizeyourempire]

Get 30% Off Dubsado today with my affiliate link here: dubsado.com/?c=empire or use my code: empire FREE GIFT! Access my Freebies ⤵ organizeyourempire.com/#freebie Templates & Shortcuts organizeyourempire.com/shop Consulting & Done-for-You Workflow Setup organizeyourempire.com/services-offerings Subscribe for More Tips link.organizeyourempire.com/subscribe LET'S CONNECT Instagram: instagram.com/organizeyourempire/ TikTok: www.tiktok.com/@organizeyourempire Facebook: facebook.com/organizeyourempire LinkedIn: www.linkedin.com/in/krystal-clark/

[@bocahomerealty]

Thank you for sharing this great video. I see you're a pinkaholic just like me! All pink, all the time!! If I sign up with Dubsado, I will definitely use your Dubsado affiliate link.

[@organizeyourempire]

Thank you so much for watching and for being willing to use my link!

[@duyi3850]

Thanks for the video Krystal!

[@organizeyourempire]

You are so welcome.

[@jennie70s]

Coming back to comment... I tried for months to figure out how to make Dubsado work and I watched so many videos including some from Dubsado themselves. This walk-through was the first video that made it click for me. Thank you so much!!!!

[@organizeyourempire]

Great to hear! I'm so glad it was helpful! Best wishes on your Dubsado journey! It's such a great tool!

[@lm2082]

I love the way you teach. I will be looking at all of your content from now on.

[@gin-i208]

Great detail and understanding of Dubsado. Love the Game of Thrones clients.

[@organizeyourempire]

Thanks so much for watching. I'm so glad you enjoyed it!

[@Deanna.G]

Holy WOW!!! I have learned more in this video than my last year struggling to use Dubsado - you are a DUBSADO WHISPERER!!! 💜

[@organizeyourempire]

Oh my goodness. Thank you so much for watching and for the kind words! Be sure to subscribe because 2021 is going to be the year of great videos from me!

[@Deanna.G]

@@organizeyourempire did and done! 💜

[@Deanna.G]

@@organizeyourempire I do have one question - I do one day and one week intensives - is there a way to add the scheduler to the whole proposal/contract/invoice set up?

[@organizeyourempire]

@@Deanna.G There is not. if you use the scheduler for that you can only do the scheduler and invoice. You could book the client with a proposal, contract, and invoice and then just send them the scheduler to book the session after they have booked.

[@cohesionservicesglobal]

Comprehensive and very comprehensive and useful walkthrough, tthank you so much. I will definitely share your video with clients and partners

[@organizeyourempire]

Please do! Thank you so much for watching. I hope you'll subscribe. There are many new videos coming in December.

[@roxanneross6075]

Thank you for your well done videos, not all Dubsado videos are as easy to watch as yours!

[@organizeyourempire]

Oh, thank you so much. I'm glad it was easy to follow!

[@besoulmatereadytv]

Krystal, this was an AWESOME video! I am a Soulmate Ready Coach. Lately, I have been seeking out coaching platforms for my one-on-one clients. I have been piece-milling platforms to provide for my clients but knew there had to be something other than being creative on course platforms. Searched and found you here on YT. This walkthrough was just what I needed and your teaching style is amazing. Thanks much -side note- Planning to start my own YTC soon. You inspire me!

[@organizeyourempire]

Thanks so much for watching! Paperbell is also good for coaches too!

[@besoulmatereadytv]

Thanks. I'll check it out

[@UnbelievablyHuman]

Thank you for making this! The walkthrough was amazing and I appreciated the pop-ups that you had come up on the screen each time you showed us something new! I was on the fence and this video SOLD me! it answered the questions I had and made it feel simple to start!

[@organizeyourempire]

Oh Yay! I'm so glad the video was helpful in helping you to make your decision. Feel free to reach out if you need setup assistance.

[@KBarraza]

This was great! So insightful, appreciate you taking the time to thoroughly explain this to us all, you just got me excited all over again about using Dubsado. Thank you so much!

[@organizeyourempire]

You are so kind and so welcome. Dubsado really is a helpful tool. It's really just a matter of wrapping your mind around how it works and what it can do. Good luck to you!

[@juliannemiller7560]

This is a great recap. You explain the system very well.

[@annconrad9806]

Thanks, Krystal! That was awesome. Very detailed and made me happy that I picked Dubsado over Honeybook to manage my business. I can't wait to set up all the features you showed in this video.

[@organizeyourempire]

I'm so happy that you're going to get setup. Dubsado is such a useful tool. Feel free to reach out to me on my website if you need setup help at krystalclarkcreative.com/

[@LeadLikeACEO]

I wondered if I could schedule a discovery call in the system because I am paying for another program. Thank you for letting me know I can.

[@abhimanyuyadav186]

Thank you! Really Informative.

[@organizeyourempire]

Thank you!

[@Iamseritag]

Ok this video is BEYOND helpful! Thank you so much! Looking forward to more videos from you and happy new year...

[@organizeyourempire]

You are more than welcome! There are more videos to come. Thanks so much for subscribing!

[@esa0902]

I wish I had seen this video before setting up my client on Honeybook. I’ll definitely be using Dubsado for my VA business though. Time tracking for each project is perfect! My only question is, can you have multiple projects dates linked to one project in order to send one invoice? That’s the only issue I really have with HoneyBook.

[@organizeyourempire]

Sadly no but you can create custom fields for other dates. Every system I run into only looks at one date per project or task. Maybe use a project management tool for your projects and another for payment?

[@seengreentoya]

Super helpful!! I am considering Dubsado.

[@calibeauty3]

Thank you for the walkthrough!! So good. And I love the GOT reference 😍

[@organizeyourempire]

I'm so glad you loved it! GOT forever! And thanks so much for subscribing!

[@floriedelacruz7396]

Thank you so much for this tutorial. Great content and I love how you explain everything.

[@organizeyourempire]

Thank you so much for watching!

[@lannahm7572]

this was really good krystal.

[@organizeyourempire]

I'm so glad you loved it Lannah!

[@kuchmwandie9374]

Hi Kristal, how do i attach both contract and invoice to a dubsado email / workflow

[@organizeyourempire]

You'd need to create an email in the workflow that has the contract & invoice link smart fields in it.

[@tiffygwrites1500]

This is sooo helpful! Thanks!

[@organizeyourempire]

I'm so glad it was helpful!

[@DivineLightProductions]

Thank you very much for sharing! :) do you by chance have any insight if the Dubsado developers are projecting a feature for 1) task/board notifications (both business & customer end), 2) task board integrations into workflow automations, or 3) customer portal viewing project statuses…? Thank you! - jared

[@organizeyourempire]

Hey there! I don't see that on their roadmap right now. Feel free to review all of the features they have on the roadmap for the near future right here: portal.productboard.com/mydubsado/1-dubsado-s-roadmap-portal/tabs/3-in-progress

[@leniekalgov]

Thanks for this... quick question and I may have missed it. Can I have projects listed that my employees can voluntarily choose to do?

[@organizeyourempire]

I say the answer to this is yes because the projects will show up in Dubsado and just be available for anyone on the team to jump in and do as long as they have the right permissions.

[@adeinewallacephotography]

This was wonderfully explained clearly. When you do a form does it trigger to send the next form workflow automatically or you need to do it manually? Near the end of your information on "workflows tab" in explaining the functions it looks automatic....I am very impressed sooo far on this CRM. I want to connect my photography business to it. But I heard being on a mobile phone as an app, is not available is this right? You are great explaining, thank you.

[@organizeyourempire]

There is currently no app for Dubsado but the layout of the tool is user-friendly in my opinion. You can send forms through workflows automatically or manually. I would recommend putting a workflow in place if you want forms to send automatically after other tasks are complete. I hope that helps 💛

[@adeinewallacephotography]

@@organizeyourempire This does help. I use a workflows with "Flodesk" for emailing clients. Just was not sure between this program and "Honeybook" program with workflows. (I am needing a trigger system, one form filled in by client and triggers the next workflow), I am a Photographer and needing it for photography sessions. Thank you for letting me see the differences by visual explaining. I use "Setmore" currently but unable to book sessions back to back...I have asked but they are not creating which is such a shame. This visual video was step by step explained so clearly that it is enough for me to go ahead! Thank you Crystal👏👏👏

[@organizeyourempire]

@@adeinewallacephotography You are so welcome. Feel free to join my Free Facebook community for more live tutorials, demos, and business organization inspiration. facebook.com/groups/organizeyourempire/

[@adeinewallacephotography]

@@organizeyourempire Done! And recently got Dubsado! As Honeybook does not cover time zones for Australia.

[@ayeeda7891]

you are glowing girl,, keep it up

[@organizeyourempire]

Thank you so much 🤗

[@jprast81]

Thank you so much for this Video its AMAZING! I cannot wait to see more. ClickUp is kicking my behind if you have any videos on clickup that would be so helpful. Again thank you .

[@organizeyourempire]

I have a a video about using Clickup with your email inbox.

[@jprast81]

@@organizeyourempire awesome I will check that out thank you!

[@HullioGQ]

Thank you for this tutorial, Krystal! I liked your Portal banner. What are the correct dimensions for desktop and mobile banner?

[@organizeyourempire]

I actually use 1800 x 200px for desktop and 768 x 200px for the mobile version. Canva is great for something like this!

[@HullioGQ]

@@organizeyourempire Thank you! I will try that.

[@feleciaward1563]

Thank you for providing their banner dimensions!

[@feleciaward1563]

Thank you for this tutorial ! It was very helpful. Does Dubsado integrate with Trello?

[@organizeyourempire]

You can integrate Dubsado and Trello together if you use zapier.

[@feleciaward1563]

@@organizeyourempire Thank you. I will checkout Zapier.

[@Lady-br3zy]

Omg! I love this

[@organizeyourempire]

Thank you!

[@ErinDavis-t9f]

Can you integrate outside email servers (gmail, godaddy, yahoo, etc. )?

[@organizeyourempire]

Yes you can. 💛

[@priscillafields1664]

Uuummm I NEED that dry erase board 😍😍😍 where did you get it?

[@organizeyourempire]

I got it at Homegoods! It's so helpful to have. They have them on and off so keep and eye out!

[@priscillafields1664]

Krystal Clark cool thanks!

[@leolioness724]

Very helpful thank you :)

[@organizeyourempire]

I'm so glad!

[@nicolamundy5962]

Thank you, this was every helpful

[@organizeyourempire]

You're very welcome!

[@KBrown-ql4qe]

Thank you!!!!!!

[@beckyburgess3143]

This is amazing. And I LOVE the Game of Thrones references. Lol.

[@organizeyourempire]

Thank you!!

[@geralddaniels4401]

are you available for VA hire? using the dubsado platform of course..??

[@organizeyourempire]

Hi! I don't provide VA services but I do help creative brands with Dubsado setup and form design. Please feel free to review packages and my portfolio at krystalclarkcreative.com/ I am here of you if you have any questions.

[@shahinurrahmanvlogs3273]

Awesome

[@rochelleharden50]

How easy is it to switch from mail chimp to dusado using square space

[@organizeyourempire]

Hi Rochelle. Dubsado is not an email marketing software. It's a client management software to manage projects with clients for your services. There are no mass emailing capabilities in Dubsado yet. Embedding your Dubsado lead capture form to Squarespace is really easy because of the tutorial that Dubado gives in the help docs though.

[@issuesoftheheart1928]

New sub

[@organizeyourempire]

Oh yay! Thank you so much for subscribing. Please feel free to let me know if there are any specific videos you'd like to see from me.

[@rennyvinas3117]

Thank you this was an amazing tutorial. However I'm still confused on how to use it and apply it to my business. :/

[@organizeyourempire]

You can send contracts, invoices, and more for your business. It helps you manage leads, book clients with a proposal, and helps you manage project tasks for your projects with your clients. Still confused?

[@rennyvinas3117]

Krystal Clark thank you so much for your response- yes I’m still confused I’ve watched a ton of videos and I saw all of yours. I am currently using the tool I’m just not sure if I’m using it right or if my workflow is right and that’s where I’m confused

[@organizeyourempire]

@@rennyvinas3117 I got cha. I highly recommend reaching out to dubsado because you can schedule a one-on-one call with them for support and guidance. I would offer to meet with you but I'm booked right now.