Dubsado CRM
Dubsado CRM
  • 691
  • 707 668
Seamless Switch: Migrating Your Clients to Dubsado
Looking to switch to Dubsado from another CRM? Join Trevor, Dubsado's Product Education Lead, to learn the ins and outs of migrating existing clients and projects into Dubsado.
In this webinar, Trevor covers:
- Importing your existing client list
- Creating projects for existing clients
- Importing existing forms into projects
- Creating packages and invoices
- Essential account setup, including email and payment integrations
Trevor also answers many questions about different migration scenarios.
Don’t miss this one-stop-shop on how to get started in Dubsado with ease, no matter where you’re coming from!
มุมมอง: 144

วีดีโอ

Dubsado in December: Your Holiday Planning Guide
มุมมอง 10221 วันที่ผ่านมา
Looking forward to spending quality time with family or taking a vacation this holiday season? Even if you’re taking a break, your Dubsado account doesn’t have to! Join Trevor for a fun, seasonal webinar where he’ll review all of the ways you can prep your Dubsado account for some well-deserved time away. In this webinar, Trevor covers: - Updating your email signature with your out-of-office ti...
Dubsado in Action: Take a Tour with Joey and Trevor
มุมมอง 369หลายเดือนก่อน
Ready to streamline your business and save time? Dubsado is an all-in-one tool for service-based businesses that allows you to manage your clients and projects with ease. Spend more time doing what you love, and let Dubsado handle the rest. Join Trevor and Joey in this beginner-friendly live demo to see what Dubsado can do for you, including: - Simplifying your onboarding process - Tracking eac...
Stop Chasing Guests: Automatic Podcast Bookings with Dubsado
มุมมอง 160หลายเดือนก่อน
Tired of the back-and-forth with podcast guests? Let’s fix that. Join Dubsado Certified Specialist Taylor Hedden for a laid-back yet power-packed session where she’ll share the exact steps to automating your entire guest booking process using Dubsado. In this webinar, Taylor covers everything from seamless schedulers to canned emails that actually sound human, plus automated workflows that do t...
Confessions of a Mompreneur: Tools to Unlock Your Version of Work-Life Balance
มุมมอง 147หลายเดือนก่อน
Are you a mom who has tried to juggle a business meeting while keeping an eye on the kids? Or maybe you’ve found yourself answering emails from the school pick-up line? If so, you’re not alone-welcome to the club! Balancing work and family is crucial for our well-being, enabling us to be more present with our family while maximizing our productivity. Join Dubsado Certified Specialist Gianni Fit...
Getting Paid with Proposals: Turn Leads into Paying Clients
มุมมอง 1622 หลายเดือนก่อน
We all love paying clients, but nothing beats that instant ‘yes!’ right after sending a proposal. In this webinar, our Community and Partnerships leader at Dubsado is going to teach you how to get clients eager and ready to work with you by implementing clear communication, leveraging automations, and including proposal details that seal the deal. Get ready for actionable tips you can start usi...
Mastering Payment Plans in Dubsado for Your Business
มุมมอง 1502 หลายเดือนก่อน
Unsure if you should offer payment plans to your clients? Wondering what Dubsado can actually do to help you manage them? In this webinar, Dubsado Certified Specialist Kelly McCracken walks you through the ins and outs of using payment plans in Dubsado. She covers how, why, and when to offer payment plans, and demonstrates how to set up a deposit and payment schedule that simplifies the process...
Dubsado Basics: Low-lift, High-impact Workflows
มุมมอง 3242 หลายเดือนก่อน
Ready to dive into the world of Dubsado workflows? They’re easier to set up than you think! A Dubsado workflow is a powerful tool that allows you to automate as much or as little of your business process as you like. Using workflows allows you to reduce the amount of time spent on admin work while enhancing your client’s overall experience. During this live demo, you’ll learn how to set up a fe...
Seal the Deal: Legally-Binding Contracts, Agreements, and Email Consent
มุมมอง 1272 หลายเดือนก่อน
Have you been wondering what should be on your Dubsado contract, or how to manage your email subscriber list? Then join us for this info-packed webinar that's all about contracts and email consent! Our guest presenter, Jaime Bell, is a business lawyer and founder of the Contracts Market. Jaime discusses (in plain english!) the contracts you should have in place no matter what stage you're at in...
Testimonials that Convert: How to Ask for, Receive, & Share Glowing Reviews
มุมมอง 1243 หลายเดือนก่อน
Discover how to turn your clients into your biggest advocates! In this webinar, you'll learn proven strategies for asking for and receiving raving testimonials that not only boost your credibility and industry reputation, but also attract more of your ideal clients. Join Dubsado Certified Specialist Angela Munoz as she covers everything from the best timing, phrasing, and prompts to use when re...
Dubsado Deep Dive: Recurring Invoices
มุมมอง 2043 หลายเดือนก่อน
A Dubsado recurring invoice can be a powerful tool in your automation tool belt, allowing you to “set it and forget it” - especially when autopay is set up. Recurring invoices are perfect for selling subscriptions, service retainers, and more. In this Deep Dive, join Dubsado’s Customer Education Specialist Trevor Lecka as he conducts a live demo of setting up a recurring invoice in Dubsado. He’...
From Frazzled to Focused: Time Management Strategies for the Busy Entrepreneur
มุมมอง 1173 หลายเดือนก่อน
Feeling overwhelmed and constantly chasing deadlines? Join Lauren Barr, Dubsado Certified Specialist and founder of The Smarter Creative, for a power-packed webinar. She'll equip you with practical time management strategies to boost productivity, reclaim your schedule, and find more balance in your entrepreneurial journey. Start working smarter (and not harder) today!
Dubsado Basics: Built-In Automations
มุมมอง 3494 หลายเดือนก่อน
Are you wondering how to get the most out of your Dubsado account, but aren’t ready to create workflows just yet? Dubsado has tons of built-in automations that you might not be taking advantage of! Join Trevor, Dubsado’s Customer Education Specialist, as he demonstrates many of Dubsado’s built-in automation features - no workflows required. These features are designed to save you time on day-to...
Dubsado Basics: Contracts & Invoices
มุมมอง 3394 หลายเดือนก่อน
Just signed up for Dubsado and wondering where to begin? Then this webinar is for you! This is the first entry in the Dubsado Basics webinar series. With Dubsado, it’s never been easier to get a signed agreement from a client or receive payment for your services. Join Trevor, Dubsado’s Customer Education Specialist, for a live demonstration on how to customize and send your contract to clients,...
Adding YouTube into Your Marketing Strategy with Jamar Diggs
มุมมอง 1974 หลายเดือนก่อน
In this webinar, learn how to easily add the 2nd largest search engine, TH-cam, into your marketing strategy. TH-cam consultant and strategist Jamar Diggs will teach you the essential components needed to start a channel that is ready to drive qualified traffic into your marketing funnels. What You'll Learn: - Understand the basics of TH-cam and why it’s crucial for your business. - How to crea...
Dubsado + Zapier 102: Mastering Advanced Automations
มุมมอง 2194 หลายเดือนก่อน
Dubsado Zapier 102: Mastering Advanced Automations
Streamline Your Interior Design Business with Dubsado
มุมมอง 2055 หลายเดือนก่อน
Streamline Your Interior Design Business with Dubsado
Pricing with a Purpose: Amplify Your Profits
มุมมอง 825 หลายเดือนก่อน
Pricing with a Purpose: Amplify Your Profits
3 Days to Client Ready, Day 3: Onboarding for Lasting Impressions
มุมมอง 2065 หลายเดือนก่อน
3 Days to Client Ready, Day 3: Onboarding for Lasting Impressions
3 Days to Client Ready, Day 2: Booking Clients Quickly With Personality
มุมมอง 1515 หลายเดือนก่อน
3 Days to Client Ready, Day 2: Booking Clients Quickly With Personality
3 Days to Client Ready, Day 1: Creating a 7 Second Inquiry Process
มุมมอง 2705 หลายเดือนก่อน
3 Days to Client Ready, Day 1: Creating a 7 Second Inquiry Process
How to Book Out Your Mini Sessions in Dubsado
มุมมอง 4025 หลายเดือนก่อน
How to Book Out Your Mini Sessions in Dubsado
Upgrade Your Payment Processing Experience with Dubsado Payments
มุมมอง 2045 หลายเดือนก่อน
Upgrade Your Payment Processing Experience with Dubsado Payments
Dubsado + Zapier 101: Supercharging your Workflows
มุมมอง 6365 หลายเดือนก่อน
Dubsado Zapier 101: Supercharging your Workflows
Surcharging and Merchant Responsibilities | Dubsado Webinar with Redbridge Debt & Treasury Advisory
มุมมอง 1717 หลายเดือนก่อน
Surcharging and Merchant Responsibilities | Dubsado Webinar with Redbridge Debt & Treasury Advisory
Unlocking the Secrets of Dubsado Workflow Triggers
มุมมอง 5059 หลายเดือนก่อน
Unlocking the Secrets of Dubsado Workflow Triggers
Dubsado Day One: Your Blueprint for Getting Started
มุมมอง 6999 หลายเดือนก่อน
Dubsado Day One: Your Blueprint for Getting Started
Book with Schedulers / Lesson 2: Video Conferencing
มุมมอง 353ปีที่แล้ว
Book with Schedulers / Lesson 2: Video Conferencing
Get Paid / Lesson 8: Managing Invoices
มุมมอง 398ปีที่แล้ว
Get Paid / Lesson 8: Managing Invoices
Get Paid / Lesson 8: Global Invoice Settings
มุมมอง 132ปีที่แล้ว
Get Paid / Lesson 8: Global Invoice Settings

ความคิดเห็น

  • @designsbykeith
    @designsbykeith 6 วันที่ผ่านมา

    Hello, is this contract template for sale

  • @keirasmyth1312
    @keirasmyth1312 7 วันที่ผ่านมา

    So helpful 👏🏼

  • @emilywallace50
    @emilywallace50 18 วันที่ผ่านมา

    Super useful and was easy to follow along using this video!

  • @Animebakaa
    @Animebakaa 19 วันที่ผ่านมา

    Hey what does "insufficient permission" mean when I tried to send an email to a client?

  • @loseweightwithmealplanning
    @loseweightwithmealplanning 20 วันที่ผ่านมา

    1 year later and this is the BEST one of these I've seen! I LOVE how in depth this is and feel like I can FINALLY say I have a business with this high level work flow

  • @TheMiddlemanPc
    @TheMiddlemanPc หลายเดือนก่อน

    Damn wish I had watched this 4 days ago!! Can I automate in Dubsado and have it work in Flodesk through Zapier?

    • @dubsado
      @dubsado 28 วันที่ผ่านมา

      Great question! Automations (workflows) set up in Dubsado can send emails via your connected email account, but a Dubsado workflow alone won't be able to automatically send emails through Flodesk. However, you can definitely create a Zap that sends client and project information from Dubsado to Flodesk, where you can then send additional emails using the information from Dubsado.

  • @ren7815
    @ren7815 หลายเดือนก่อน

    This is so old! We need an update ! Preferably with someone who uses it a little more extensively in the architecture and interior design field, rather that only the basic features!

  • @Iamseritag
    @Iamseritag หลายเดือนก่อน

    Love this story

  • @terrifrohman
    @terrifrohman หลายเดือนก่อน

    Did this come with resources along with the replay?!

  • @mayasimmons3331
    @mayasimmons3331 หลายเดือนก่อน

    How do you set up deposits? Can you do that

  • @nhyash0815
    @nhyash0815 หลายเดือนก่อน

    i dk whats the motto behind this short but telling that there is a system for people thats supports em in small business is a boost to ones who dreams of doing something and for ones who are fighting single handedly for their goals . Thank you for doing this short and for posting

  • @cristinahernandezphotography
    @cristinahernandezphotography หลายเดือนก่อน

    Thank you for all the information. I still have a question though. I'm offering upsells, so I want my clients to see the proposal before paying the deposit. Apparently I can't do that. So, if I allow the scheduler to set an invoice for the deposit, so that the time slot is booked, will the Invoice that will be attached to the proposal I send reflect the deposit payment? I'm running tests but I can't make the final Invoice to reflect the deposit payment.

  • @SupernovaSites
    @SupernovaSites หลายเดือนก่อน

    I don't have the workflow button drop down under Templates

  • @SmoothRider
    @SmoothRider 2 หลายเดือนก่อน

    This is straight to the point. Thanks.

  • @AndreaRuizCa
    @AndreaRuizCa 2 หลายเดือนก่อน

    omg thank you! we are wedding videographers and we are trying this platform for better workflows.

  • @bhedgesmedia
    @bhedgesmedia 2 หลายเดือนก่อน

    Please ask your hosts to invest in microphones :) It would help a lot having clearer audio

  • @cedricblackcreative
    @cedricblackcreative 2 หลายเดือนก่อน

    Thank you! These type of videos are indeed helpful in learning Dubsado.

  • @fellowslaura20
    @fellowslaura20 3 หลายเดือนก่อน

    Angela is THE BEST! Loved this training <3

  • @purplestarphotography
    @purplestarphotography 3 หลายเดือนก่อน

    Thank you! Just what I was looking for.

  • @RestandRule
    @RestandRule 3 หลายเดือนก่อน

    Wow! This was very insightful!! Thank you so much for sharing. I'm now fully convinced that I need this for my business.

  • @ai_baakery
    @ai_baakery 4 หลายเดือนก่อน

    You're interesting to watch! ❤️

  • @cedricblackcreative
    @cedricblackcreative 4 หลายเดือนก่อน

    This is very good. I am new to Dubsado and this webinar has cleared up some confusion for me. Thank you!

    • @dubsado
      @dubsado 4 หลายเดือนก่อน

      Glad to hear you enjoyed this webinar!! Keep an eye out for additional Dubsado Basics webinars coming up in the future, and don't hesitate to send us a chat or email if you have any questions :) - Trevor

  • @MissEJS
    @MissEJS 4 หลายเดือนก่อน

    Thank you! Bridal hair salon looking at Dubsado. We’ll decide if it’s for us and if so, will use your video for our set up!!

  • @n-vienailsbyniki4602
    @n-vienailsbyniki4602 4 หลายเดือนก่อน

    How do i connect this to different clients websites?

  • @SeanKosofsky
    @SeanKosofsky 4 หลายเดือนก่อน

    Is there anyway you could share your welcome email with the great art on it and the steps of the onboarding? Thanks for considering. Great video!

  • @SeanKosofsky
    @SeanKosofsky 4 หลายเดือนก่อน

    so do you not use the baked in statuses and move everyone to this system or do you use ones like "sent proposal" or no?

  • @thedeeptisaini
    @thedeeptisaini 4 หลายเดือนก่อน

    Hahaaa... I loved that you said '...avoid Zoom for recording and you should be good!' What other free/paid alternatives would you recommend @JamarDiggs for recording, especially when recording Dubsado tutorials?

  • @laurac.nunezr.9227
    @laurac.nunezr.9227 4 หลายเดือนก่อน

    Thanks for making allbof these videos, so detailed and simple to understand ❤❤❤❤❤❤ and thenk you for dubsado as a powerful resource in business ❤❤❤❤❤😊

  • @mertsevin3425
    @mertsevin3425 5 หลายเดือนก่อน

    Where

  • @shaki0393
    @shaki0393 5 หลายเดือนก่อน

    We in the Caribbean especially Jamaicans who are VAs would love to have access to Payoneer and/or PayPal as a Payment option with Dubsado.

    • @dubsado
      @dubsado 5 หลายเดือนก่อน

      Hey there! Dubsado has paypal as an option to connect to in Dubsado already! :) Head to settings -> payments and invoices to connect

  • @agelpamella
    @agelpamella 5 หลายเดือนก่อน

    Peace and love fellow trader Love the strategy!!!! Keep kicking that good ol knowledge!!!!

  • @claramaebasog93
    @claramaebasog93 5 หลายเดือนก่อน

    Todd is amazing!!! 🔥🔥🔥

  • @bexvinova
    @bexvinova 5 หลายเดือนก่อน

    FINALLY!!!!

  • @u_kwazi
    @u_kwazi 5 หลายเดือนก่อน

    Great content 🎉 just wondering when are you rolling out the app version in South Africa?🤔

  • @ryanmosier6300
    @ryanmosier6300 6 หลายเดือนก่อน

    I absolutely loved this video. How could I immolate your set up to a tea?

  • @bohohairandmakeup2720
    @bohohairandmakeup2720 6 หลายเดือนก่อน

    This is great thank you, one question, how do you link the questionnaire etc. how does it know which questionnaire to link if you have several? Thank you!

  • @diannemccarthy446
    @diannemccarthy446 7 หลายเดือนก่อน

    videos are blurry when reviewing the site

  • @lisahang07
    @lisahang07 9 หลายเดือนก่อน

    This was a super helpful video with how to navigate with dubsado. I've only been using the time-tracker with dubsado and wanted to learn more about how to use it. Luckily this was a super quick and easy way to learn about dubsado.

  • @szaka1509
    @szaka1509 9 หลายเดือนก่อน

    You are cute 💕

  • @s.dnellagay7195
    @s.dnellagay7195 9 หลายเดือนก่อน

    I don't see a proposal option on Dubsado.

  • @cocoabean321ify
    @cocoabean321ify 9 หลายเดือนก่อน

    I thought dubsado wasn't secure enough to collect banking information?

  • @WeddingMakeuplove
    @WeddingMakeuplove 9 หลายเดือนก่อน

    Super helpful! Thank you!

  • @kostantinoskalominidis2885
    @kostantinoskalominidis2885 9 หลายเดือนก่อน

    Please add conditional logic to forms.. It's a critical feature to have

  • @chrisdeager
    @chrisdeager 10 หลายเดือนก่อน

    If I was building a prospect list, would I use this Create New Client button, then make the project capturing this client?

  • @BinaryDoesThings
    @BinaryDoesThings 10 หลายเดือนก่อน

    The cutting of this song feels very wrong. Now i have to go play it

  • @darmakiel
    @darmakiel 10 หลายเดือนก่อน

    Is to possible to set the prices of my product so they're dependend on the quantity ordered? For example, if a client orders 30, it's £10 per item, but if they order 60, it's £7 per item. Thanks.