Getting Started in Dubsado: Basic Settings
I’m so happy you’ve joined Dubsado! This tool is incredibly powerful and has the ability to transform the client management arm of your service-based business. You know, the very thing that makes a service-based business.
Start with the basics. Start with your settings.
Here’s a video to help you navigate Dubsado’s* settings.
Items covered in Settings
Add your brand colors and portal banners
Add users and group them into teams. Choose the level of access you want to give each user.
Time zones and currencies
Hook up your payment processors (PayPal, Stripe, Square)
Choose to accept gratuity
Customize your invoices
Sync multiple calendars! Choose whether you want to:
Import synced calendar events into Dubsado's dashboard
Export Dubsado's calendar into synced calendar
Connect your email and enable / disable the tracking pixel. This will allow you to track if emails have been opened or not.
API keys (for Zapier, etc.)
This is where you set up white-labeling. Add a favicon and more.
This feature is optional.
Custom Mapped Fields
Custom mapped fields are optional. Don’t worry about these if you are technologically challenged.
Appointment Scheduler Conflicts
You can have all of these Dubsado settings completed in 15-20 minutes and you’ll be ready to start mapping out your workflows.
Are you using Dubsado’s FREE 3-client trial? Add my coupon code “productiveco” to your account right now and save 20% off your first month or year when it comes time to pay.*
*This post may contain affiliate links to products I recommend. I may receive a commission at no extra cost to you. Read my disclosure for more info.