Dubsado Training Series

Building better systems through automation.

Dubsado brings so many features into one platform, but figuring out how to put it all together can be very overwhelming. This self-paced video series removes the confusion and walks you through every feature step-by-step. You’ll go from Dubsado beginner to workflow wizard.

what does it cover?

  • Even if you’re an experienced Dubsado user, don’t let this title fool you, this first video is PACKED with information that is going to get you started on the right foot and build a sturdy foundation for the rest of your Dubsado setup.

  • Canned emails are foundational for almost everything else in Dubsado. You will use them with almost every other feature offered.

    — Scheduler- Sending your link, meeting reminders, confirmations
    — Forms- Sending contracts, proposals, questionnaires to complete
    — Payments Plans- Sending payment reminders

    Creating your canned emails early in your Dubsado setup process will save you a lot of time later when setting up the other features and building your workflows.

  • Dubsado considers anything that a client needs to sign or fill out a “form.” This not only includes forms you might embed on your website or questionnaires that you might send to your clients or potential clients, but also your proposals and contracts. We will take a look at each type of form, how to build them, and some of the important settings and features that will be useful.

  • Dubsado adding a scheduler to their platform a few years ago was a GAME CHANGER! If you’re using a 3rd party, it is time to make the switch. It’s not just about the ability to send a confirmation or reminder email, but by using the built-in scheduler, you can automatically have it sent to (potential) clients based off of other actions, or have other actions occur automatically around the meeting.

    We are going to walk through creating a meeting- the basics as well as the advanced settings and how best to use them.

  • This video is going to walk you through invoicing and give you step-by-step instructions on how to create your packages, discount codes, and payment plans, as well as WHY these are useful to have in place for everyone that uses Dubsado.

  • We are going to take EVERYTHING that we created in the other videos and put it all together to build your first workflow!

    This video will give you the basics around workflows as well as walk you through building a few different workflows for business offerings that you might have in your business:

    — Lead capture + introductory call
    — Client onboarding + offboarding
    — Back-pocket offers

If you’re ready to take your Dubsado skills to the next level, this is for you!

there’s still one more question…

“But Ashley, what makes this different from other trainings you can watch for free on YouTube?”

Don’t get me wrong, there are some great trainings available for free. After all, that’s how I’ve pieced together my knowledge since being introduced to Dubsado in 2019.

But I want to save you the valuable time it will take you to:

  1. Find quality trainings through endless Googling and YouTubing

  2. Avoid the NUMEROUS “learning opportunities” that I’ve had in the last 3.5 years

Most free trainings are very compartmentalized. If you want to know how to do a specific task, then you can absolutely find a video walking you through the steps to do that particular thing.

But what about all the steps that you need to complete BEFORE you get to that point? What about putting everything together to make the pieces work cohesively?

If you want to automate your business through Dubsado workflows in an efficient and effective way, you have to have a deeper understanding. It’s more than just knowing how to use the scheduler and create forms. It’s understanding how every piece of Dubsado is connected, and how you can use that to save yourself valuable time while simultaneously giving your (potential) clients an ah-maze-ing experience.

This series will take you through everything you need to know from start to finish. It will give you an extensive understanding of the how and the WHY behind the processes. You will end the series with an understanding that allows you to build your Dubsado in a way that is going to work best for you and your business, not just a carbon copy of how someone else uses it.

And you’ll be able to do it without the overwhelm!

You in?

While you’re here, be sure to snag your free Dubsado email templates!