The Smarter Creative
The Smarter Creative
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Flodesk's New Features That Will Change Everything!
Ready to revolutionize your email marketing strategy? In this video, we dive deep into Flodesk's game-changing new features: Spinner Forms and Link Actions. Discover how these innovative tools can skyrocket your signup rates, boost engagement, and save you valuable time.
We'll cover:
✔️ What these features are and why they matter
✔️ Step-by-step tutorials on setting them up
✔️ Creative strategies for maximizing their impact
✔️ Real-world examples and use cases
Whether you're a seasoned Flodesk user or just getting started, this video will equip you with the knowledge to take your email marketing to the next level.
✨ SPECIAL OFFER: Get 50% off your first year of Flodesk! Use code SMARTERCREATIVE at checkout or click the link: flodesk.com/c/SMARTERCREATIVE
Don't forget to like, subscribe, and hit the notification bell to stay updated on the latest tips and tricks for working smarter, not harder, in your business.
Have questions or want to share your Flodesk success story? Drop a comment below!
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✨ Does your creative small business need help getting organized? Schedule a clarity call with me and see how the Smarter Creative can help you get your business in order!
www.thesmartercreative.com/call ✨
JOIN THE SOCIETY: society.thesmartercreative.com/
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Join me on Instagram - thesmartercreative
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TABLE OF CONTENTS
00:00 Intro
01:06 Let's Talk Spinner Forms
01:22 Set Up Your Spinner Forms in Flodesk
06:37 How to Use Spinner Forms
09:19 Who should use Spinner Forms
10:34 Link Actions in Flodesk
15:13 Set Up Link Actions in Flodesk
16:49 Navigating Bot Clicks
20:53 How to Use Link Actions
23:01 Spinner Forms & Link Actions Together
25:41 Discount Code for Flodesk
26:01 See ya next week!
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#Flodesk #smallbusinesstips #businessorganization #creativebusiness
TAGS
Flodesk,email marketing,Spinner Forms,Link Actions,subscriber engagement,email list growth,personalized emails,automated workflows,email segmentation,interactive signup forms,gamification,email automation,digital marketing strategy,small business tips,email campaigns,conversion rates,subscriber preferences,email personalization,marketing tools,email list management,flodesk email marketing,flodesk,flodesk tutorial,how to use flodesk,best email marketing platform
มุมมอง: 108

วีดีโอ

Streamline Vendor Communication with these Dubsado Hacks
มุมมอง 432 หลายเดือนก่อน
Tired of the endless back-and-forth with vendors? Juggling calls, emails, and schedules can feel like a full-time job in itself. But it doesn't have to be! In this video, we'll show you how Dubsado can transform your vendor communication, making it simple, efficient, and stress-free. We'll cover two powerful methods to: - Organize vendor contacts and keep all communication in one place - Schedu...
Gmail Archiving: The Trick I Wish I Knew Sooner
มุมมอง 582 หลายเดือนก่อน
Tired of a cluttered Gmail inbox? I was too! In this video, I share a simple Gmail archiving trick that has transformed how I organize my emails. Learn the difference between deleting and archiving, and how to use labels and filters to achieve inbox zero without losing important messages. Plus, I'll show you my favorite Zapier automation for client emails that saves me tons of time. If you're r...
Contract Signing Made Easy: Google's E-Signature Guide
มุมมอง 3702 หลายเดือนก่อน
Tired of paying for expensive e-signature software or dealing with the hassle of printing, signing, and scanning PDFs? Google Workspace has a hidden gem - a FREE, easy-to-use e-signature tool that's already included in your plan! In this video, I'll walk you through everything you need to know: - What are Google e-signatures and why should you use them? - How to create and send contracts for si...
How to Run a P&L Report in Dubsado
มุมมอง 303 หลายเดือนก่อน
Dubsado's reporting features can be confusing, but knowing your profit and loss is crucial for your business! In this video, I'll walk you step-by-step through Dubsado's chart of accounts and how to generate accurate P&L reports. Learn what to track, what to ignore, and how to export your data for easy analysis. Plus, I'll share tips on using categories to organize your income and expenses, and...
Dubsado Users: This Automated Folder Trick Will Change EVERYTHING
มุมมอง 1113 หลายเดือนก่อน
Tired of chasing down client files scattered across Dubsado? This video reveals the SECRET weapon you've been missing: an automated Google Drive folder that collects EVERYTHING you need, right inside your Dubsado projects. In this tutorial, you'll learn: ✨ How to automatically create a shared client folder in Google Drive using Zapier. ✨ How to effortlessly link that folder to your Dubsado proj...
My Business Thrived Thanks to This System
มุมมอง 2264 หลายเดือนก่อน
Feeling overwhelmed and scattered as a creative entrepreneur? I've been there. 😫 But I've developed a time management system that actually works for my creative brain! In this video, I'm sharing my personal tips and strategies for taming the chaos, staying organized, and finding more time for the work that truly inspires me. We'll dive into: - My Monday Planning Ritual: How I set the stage for ...
Master Dubsado: Automate Payment Plans Now
มุมมอง 1224 หลายเดือนก่อน
Learn how to set up Dubsado Autopay for both payment plans and recurring invoices in this comprehensive tutorial. Discover the benefits of automating your payments, saving time on admin work, and ensuring consistent income. This video walks you through the step-by-step process, from creating payment plans on single invoices to setting up recurring invoices for specific services. Whether you're ...
5 Time-Saving Automations for Creative Business Owners
มุมมอง 3074 หลายเดือนก่อน
Tired of admin tasks eating up your creative energy? 😩 I hear you! In this video, I'm spilling the tea on the 5 best time-saving business automations for creative business owners that will give you back HOURS each week. 🙌✨ From automating client onboarding to streamlining project management, I'll show you how to ditch the chaos and reclaim your creative time. 🎨✨ Get ready to: - Automate those t...
How to Update Pricing in Dubsado the Smart Way
มุมมอง 1255 หลายเดือนก่อน
Updating your Dubsado prices shouldn't mean hours of frustrating edits! In this quick tutorial, I'll show you how to change your package pricing within Dubsado templates while protecting existing client proposals. In this video, you'll learn: - Where to find your package templates in Dubsado - How to easily adjust package pricing - Why existing client proposals WON'T be affected by template cha...
Dubsado's new Surcharging Feature: Is it worth it?
มุมมอง 1095 หลายเดือนก่อน
Ugh, credit card fees…the worst, right? Should you pass them on to clients with surcharges, or just eat the cost? It's a big decision! I'm breaking down everything you need to consider in this video. Let's chat about it in the comments below! Get 30% off your first month or year of Dubsado: dubsado.com/?c=smartercreative ✨ Does your creative small business need help getting organized? Schedule ...
Dubsado Custom Proposal Secrets: Get Clients to Say YES!
มุมมอง 7246 หลายเดือนก่อน
Struggle with creating stunning, custom-priced proposals for your clients? Let Lauren from The Smarter Creative ✨ show you the ropes of using Dubsado to craft seamless quotes effortlessly. - Learn the importance of custom quotes for unique client projects and how Dubsado optimizes this process. - Discover how to start with an invoice to build your custom proposal template, using smart fields fo...
Dubsado Tutorial: Adjusting Contracts and Invoices for Your Business
มุมมอง 1806 หลายเดือนก่อน
Dubsado Tutorial: Adjusting Contracts and Invoices for Your Business
Navigating Email Jungle: Your Guide to SPF, DKIM, and Email Verification
มุมมอง 3468 หลายเดือนก่อน
Navigating Email Jungle: Your Guide to SPF, DKIM, and Email Verification
Tech Tutorial: Embedding Google Appointment Slots on Website (WordPress, Squarespace, Showit)
มุมมอง 1.6K9 หลายเดือนก่อน
Tech Tutorial: Embedding Google Appointment Slots on Website (WordPress, Squarespace, Showit)
Avoid These 4 Common Dubsado Mistakes for a Streamlined Business
มุมมอง 157ปีที่แล้ว
Avoid These 4 Common Dubsado Mistakes for a Streamlined Business
Creating Seamless Client Experiences in Your Business | Improve Your Customer Experience Management
มุมมอง 116ปีที่แล้ว
Creating Seamless Client Experiences in Your Business | Improve Your Customer Experience Management
Monetize Your Google Scheduling with Stripe Payments: Complete Walkthrough
มุมมอง 1.7Kปีที่แล้ว
Monetize Your Google Scheduling with Stripe Payments: Complete Walkthrough
The Organized Entrepreneur: Systems that Tame Business Overwhelm
มุมมอง 164ปีที่แล้ว
The Organized Entrepreneur: Systems that Tame Business Overwhelm
Take control of your schedule: Plan your day effectively with Sunsama
มุมมอง 154ปีที่แล้ว
Take control of your schedule: Plan your day effectively with Sunsama
A New Way To Get Paid: Dubsado Payments
มุมมอง 373ปีที่แล้ว
A New Way To Get Paid: Dubsado Payments
Master Your Business: Discover the Must-Have Tools and Subscriptions
มุมมอง 119ปีที่แล้ว
Master Your Business: Discover the Must-Have Tools and Subscriptions
Supercharge Your Proposal Workflow: Essential Tips for Effective Dubsado Follow-ups
มุมมอง 318ปีที่แล้ว
Supercharge Your Proposal Workflow: Essential Tips for Effective Dubsado Follow-ups
Dubsado: The Secret Weapon for Streamlining Your Business
มุมมอง 162ปีที่แล้ว
Dubsado: The Secret Weapon for Streamlining Your Business
Declutter Your Dubsado in 4 Steps - Here's How!
มุมมอง 124ปีที่แล้ว
Declutter Your Dubsado in 4 Steps - Here's How!
4 Unbelievable Hacks to Make Email Organization a Breeze ✨
มุมมอง 108ปีที่แล้ว
4 Unbelievable Hacks to Make Email Organization a Breeze ✨
Uncover the Secret to Setting Up Smooth Onboarding Workflows in Dubsado!
มุมมอง 465ปีที่แล้ว
Uncover the Secret to Setting Up Smooth Onboarding Workflows in Dubsado!
Forget What You Know About Paid Memberships - See What Happened When We Tried Dubsado!
มุมมอง 133ปีที่แล้ว
Forget What You Know About Paid Memberships - See What Happened When We Tried Dubsado!
Using Shared Calendars in Gmail and Dubsado to Transform your Business: Here's How
มุมมอง 259ปีที่แล้ว
Using Shared Calendars in Gmail and Dubsado to Transform your Business: Here's How
Get iCal and Google Cal in your Dubsado
มุมมอง 208ปีที่แล้ว
Get iCal and Google Cal in your Dubsado

ความคิดเห็น

  • @paulanemiroff9995
    @paulanemiroff9995 5 วันที่ผ่านมา

    Can you hide it into a button on SquareSpace?

  • @CreativeCresco
    @CreativeCresco 5 วันที่ผ่านมา

    Super helpful! And as of today, you can add payments for appointments!! Thank you!

  • @julius-forster
    @julius-forster 18 วันที่ผ่านมา

    Just noticed the new Signature block and thought this would never be a legally binding signature. Yey, no more paying for Adobe Acrobat :)

  • @Leah-k9b
    @Leah-k9b หลายเดือนก่อน

    My organization has Google workspace for nonprofits. The esignature feature is unavailable in Google Docs and I can't locate it in our Google Admin Console (despite tutorials). Any Suggestions? Loved the video! Hope I can get this to work.

    • @TheSmarterCreative
      @TheSmarterCreative หลายเดือนก่อน

      Unfortunately it's only automatically available for individual Workspace Users, but they have this form that you can request access to it: docs.google.com/forms/d/e/1FAIpQLSeLyjTyUbm9cJ4f-IhWMte6w3ESyGYKmKPA8kKXhEbKSKGbJw/viewform

  • @SW-fh7he
    @SW-fh7he 2 หลายเดือนก่อน

    Why are you so unbelievably beautiful. Omfg.

  • @AmeliaMayCPB
    @AmeliaMayCPB 2 หลายเดือนก่อน

    Thank you so much for this video!!! The logo that sits on the login page, what are the measurement for that? I tried every combo possible on google and every time it's blurry.

    • @TheSmarterCreative
      @TheSmarterCreative 2 หลายเดือนก่อน

      Keep your custom Portal logo under 5mb at 200 x 100px. (From Dubsado) But I always stick the Logo in my custom portal banner image because I have more control over where it is as the screen changes sizes.

  • @stbrown08
    @stbrown08 2 หลายเดือนก่อน

    Totally off-topic, but I'm not sure what I like more, the great info your enthusiasm, fairy wand (my kids love it) or hat- I think it's all

    • @TheSmarterCreative
      @TheSmarterCreative 2 หลายเดือนก่อน

      Ahh this made me smile!! Thanks for letting me know 🥰 and I'm glad the kids got to enjoy the fairy wand too!! 🪄

  • @camillesolange182
    @camillesolange182 2 หลายเดือนก่อน

    Very useful. I have finally found a solution to offer lessons to direct clients. Thank you very much!

  • @danitzacas
    @danitzacas 2 หลายเดือนก่อน

    This video single handedly sold me. Buying that template rn!!!

    • @TheSmarterCreative
      @TheSmarterCreative 2 หลายเดือนก่อน

      Woohoo!! I hope it serves you well!!

  • @Digitized_NV
    @Digitized_NV 2 หลายเดือนก่อน

    Absolutely love this video - you answered so many of my questions and more 😊

    • @TheSmarterCreative
      @TheSmarterCreative 2 หลายเดือนก่อน

      Ahhh yayy!! I'm so glad 🤗 Thanks for letting me know 🤍

  • @Augnos
    @Augnos 3 หลายเดือนก่อน

    Is there a way to embed the inline booking page responsively so it will be the correct height on both mobile and desktop?

    • @TheSmarterCreative
      @TheSmarterCreative 3 หลายเดือนก่อน

      Not that I can figure out - you could have it embedded twice, one that is only visible on Desktop and one that is only visible on Mobile / Tablets

    • @Augnos
      @Augnos 2 หลายเดือนก่อน

      @@TheSmarterCreative I’ll give that a try, thank you!

  • @buildinpublic
    @buildinpublic 3 หลายเดือนก่อน

    Does the Google Cal Stripe integration allow you set up recurring subscriptions? This is something Calendly does not do, so I'm looking for alternatives. Basically so somebody buys a paid consultation with you and it automatically repeats and charges them every month until they unsubscribe. Maybe you know if Google Cal Stripe integration can do this?

    • @TheSmarterCreative
      @TheSmarterCreative 3 หลายเดือนก่อน

      No it's just for one-off bookings. However, Stripe has a great recurring subscription option natively that once someone buys you could send them a non-paid Google Appointment Cal link using Zapier automatically.

    • @buildinpublic
      @buildinpublic 3 หลายเดือนก่อน

      @@TheSmarterCreative Thank you for the response. Spent half an hour on the phone with Square just now and found they can do a cal embed with recurring subscription/events that also accepts money with PayPal. I'm going to switch from Calendly to Square now to do this.

    • @TheSmarterCreative
      @TheSmarterCreative 3 หลายเดือนก่อน

      @@buildinpublic Square appointments are super robust. Thanks for the update!

    • @buildinpublic
      @buildinpublic 3 หลายเดือนก่อน

      @@TheSmarterCreative Did you use it?? How was it?

    • @TheSmarterCreative
      @TheSmarterCreative 3 หลายเดือนก่อน

      @@buildinpublic I haven't personally used it, but I've set it up for a client who has a salon and it's great to be able to add different staff + offer types!

  • @theANIMEvault003
    @theANIMEvault003 3 หลายเดือนก่อน

    the google appointments calendar I embedded on my site is showing up as transparent for some reason. do you know how to fix that?

    • @TheSmarterCreative
      @TheSmarterCreative 3 หลายเดือนก่อน

      It's showing transparent in the video above - if you want a white background, you could add it to a container with a specific background depending on the website building service you use!

    • @theANIMEvault003
      @theANIMEvault003 3 หลายเดือนก่อน

      @@TheSmarterCreative Thanks that worked!

  • @___lunarmansion
    @___lunarmansion 3 หลายเดือนก่อน

    thank god you exist

  • @jodieguerin4413
    @jodieguerin4413 4 หลายเดือนก่อน

    Thanks for this explications! I wish you'll make a video about using Dubsado and Quickbook 🤩

    • @TheSmarterCreative
      @TheSmarterCreative 4 หลายเดือนก่อน

      Ahh thanks for letting me know! I personally don't use Quickbooks (Wave Apps girlie 💅) Tiffanie is an accountant + tax pro and has a video on it tho!! th-cam.com/video/I7ZLp15gN7A/w-d-xo.html

  • @dfmgib
    @dfmgib 4 หลายเดือนก่อน

    You jumped straight to copy embedded code and didn’t explain how to set up the calendar in the first place… 😔

    • @TheSmarterCreative
      @TheSmarterCreative 4 หลายเดือนก่อน

      This video shows you how! th-cam.com/video/OYawX-BTrUw/w-d-xo.html

  • @SW-fh7he
    @SW-fh7he 4 หลายเดือนก่อน

    I know it's absolutely off-topic. But I just want to tell you that you are indescribably beautiful. Just wow.

  • @dr.timothyr.morris5389
    @dr.timothyr.morris5389 4 หลายเดือนก่อน

    Does the google calendar booking page allow for different appointment types/durations? I have new patients (60min), returning patients (60,30m), brief introductory sessions (20min), Prescription renewals(5m), Lab Orders(5min). Also is there a way to book extra time to any given appointment (e.g. 10,15,30 minute increments)?

    • @TheSmarterCreative
      @TheSmarterCreative 4 หลายเดือนก่อน

      Yes, to the first part, you can have different appointment schedulers on one calendar. No, to your second question of can they add on extra time, unfortunately, that isn't a feature in Google appointment scheduler.

  • @SW-fh7he
    @SW-fh7he 5 หลายเดือนก่อน

    You are stunningly beautiful

  • @glambyshey
    @glambyshey 5 หลายเดือนก่อน

    Thanks Lauren, question aside from the price and why work with us section, what else would you add in the proposal ?

    • @TheSmarterCreative
      @TheSmarterCreative 5 หลายเดือนก่อน

      Depending on the business, I'd have testimonial(s), next steps, timeline, what to expect, portfolio info, FAQs + more!

    • @glambyshey
      @glambyshey 5 หลายเดือนก่อน

      @@TheSmarterCreative thank you it’s for social media management 😊

    • @TheSmarterCreative
      @TheSmarterCreative 5 หลายเดือนก่อน

      @@glambyshey I'd for sure include pain points that you eliminate, the impact that you can have on their business, customize the goals for the client, and maybe even case studies of past clients! Best of luck!!

    • @glambyshey
      @glambyshey 5 หลายเดือนก่อน

      @@TheSmarterCreative this helps! Thank you so much

  • @glambyshey
    @glambyshey 5 หลายเดือนก่อน

    Thanks for this video Lauren, such a dilemma but I LOVED what you said about the perception! Do what your dream client would respect you for!!

    • @TheSmarterCreative
      @TheSmarterCreative 5 หลายเดือนก่อน

      Right?!!! It's truly the best way to decide what is right for you and your business!

  • @TheSoulAlignedCollective
    @TheSoulAlignedCollective 5 หลายเดือนก่อน

    YES! This is fantastic, thank you so so much for sharing this super helpful information!

  • @djtripoli1058
    @djtripoli1058 5 หลายเดือนก่อน

    Thank you for the video! Do you know if you are able to connect multiple Google Workspace calendars (i.e. your different businesses) so that you don’t get double booked anywhere? For example, Business A you have a 10am appointment, and Now Business B doesn’t have 10am available.

    • @TheSmarterCreative
      @TheSmarterCreative 5 หลายเดือนก่อน

      So long as you can see your calendars on the same login, YES! What I do is invite my other emails to be a collaborator with each other's calendars (using the Sharing Setting on each calendar label) and then when creating the appointment you can say which calendars you want the appointment to check availability for. It gets annoying on your phone because you'll have duplicates of each of the calendars since you're typically logged into everything - but I go thru and hide them, so I'm only seeing one of each calendar on my mobile calendar.

  • @katemaxwell9960
    @katemaxwell9960 5 หลายเดือนก่อน

    Had no idea dubsado had this functionality, thank you for the walkthrough!

    • @TheSmarterCreative
      @TheSmarterCreative 5 หลายเดือนก่อน

      You're so welcome, I'm glad it was helpful. Best of luck as you figure out the best way to organize your projects!!

  • @innazaytsevaphoto
    @innazaytsevaphoto 5 หลายเดือนก่อน

    Dubsado is such a great platform! I have several clients complaining that the different forms doesn't work, dubsado doesn't want to cancel the plan and return the money. Just amazing!

  • @eskimotion1
    @eskimotion1 5 หลายเดือนก่อน

    It's completely *not* the same at all, Lauren. And, yes, you are *"passing the surcharge on to the client"* - rightly. Three percent (3%) of $10,000 = $300 - *$300* ! Why wouldn't you pass that savings on to your client by alerting them they can do so by paying with ACH ? If you raise your prices to include the $300 processing fee, and your client pays with ACH, then *lucky you*, you got a $300 bump. I hate having to ask for cash discounts, knowing the service provider is pocketing the processing fees by not offering it themselves. 🥴🤮 Blech. Gross.

    • @TheSmarterCreative
      @TheSmarterCreative 5 หลายเดือนก่อน

      Such great points! Straight asking for cash discounts is not something I'd even think of-probably because I love getting those credit card points 🫣-so sharing a cash discount is definitely a win for the client wanting to pay cash! Thanks for sharing 🤍

  • @dubsado
    @dubsado 5 หลายเดือนก่อน

    Loved hearing your perspective on this! Thank you for sharing this! :)

    • @TheSmarterCreative
      @TheSmarterCreative 5 หลายเดือนก่อน

      The talks around this have been super interesting. Thanks for providing a legit way to do surcharging!

  • @jrcoffin
    @jrcoffin 5 หลายเดือนก่อน

    Your proposals are gorg!

    • @TheSmarterCreative
      @TheSmarterCreative 5 หลายเดือนก่อน

      Awww thank you!!! Here is the link to shop them if you want 🫶 thesmartercreative.com/shop

  • @jmemerick
    @jmemerick 5 หลายเดือนก่อน

    This video was fantastic!

    • @TheSmarterCreative
      @TheSmarterCreative 5 หลายเดือนก่อน

      So glad it was helpful!!

    • @jmemerick
      @jmemerick 5 หลายเดือนก่อน

      @@TheSmarterCreative It was so straight forward. I got on the Dubsado train in Octobr of last year and have slowly been learning the ins and outs. First CRM I actually like. Workflows are sort of the last piece and just getting the basics feels somewhat overwhelming. First two months of implementing (after learning curve haha) Dubsado I probably got 10-12hrs of time back though automating more things. Appreciate ya and love the channel. I want to dig into more!

  • @fahrlingo
    @fahrlingo 6 หลายเดือนก่อน

    Imagine: Your video was recommended by Google Support and I found it very well-made. Unfortunately, it didn’t resolve my specific issue. I’m trying to manage payment methods for the Google Calendar-Stripe integration, like adding PayPal, but I keep getting this notification: "Google Calendar manages payment methods for you. Google Calendar has not authorized you to manage payment methods from the dashboard." If you have any insights or solutions on how to bypass this limitation, it would greatly enhance the help I received and could potentially surpass Google support itself. Thank you!

  • @givegrace
    @givegrace 6 หลายเดือนก่อน

    Thankyou! This is so helpful its unbelievable <3

  • @emilycatford4389
    @emilycatford4389 7 หลายเดือนก่อน

    Thanks for the video … can the stripe page be customised to include a place for gift vouchers? Thanks

    • @TheSmarterCreative
      @TheSmarterCreative 7 หลายเดือนก่อน

      Unfortunately, not through the Google Appointment Schedulers.

  • @antoniocucciniello6010
    @antoniocucciniello6010 7 หลายเดือนก่อน

    thank you!

  • @southflowithfran
    @southflowithfran 7 หลายเดือนก่อน

    This was so good! Thank you for sharing!

    • @TheSmarterCreative
      @TheSmarterCreative 7 หลายเดือนก่อน

      Ahh thanks for letting me know! So glad it helped 🥳

  • @CerissaLaToiMcKinnis
    @CerissaLaToiMcKinnis 7 หลายเดือนก่อน

    This was exactly what I needed! Thank you

    • @TheSmarterCreative
      @TheSmarterCreative 7 หลายเดือนก่อน

      Ahh yayy!! You're so welcome!! ✨

  • @innazaytsevaphoto
    @innazaytsevaphoto 8 หลายเดือนก่อน

    thank you

    • @TheSmarterCreative
      @TheSmarterCreative 8 หลายเดือนก่อน

      You're so welcome ✨ Thanks for being here!!

  • @innazaytsevaphoto
    @innazaytsevaphoto 8 หลายเดือนก่อน

    Oh. I invested so much time in Studio Ninja and then switched to Dubsado. But i really worry that I did something wrong in settings and my future clients will suffer

  • @faisal-ahmad
    @faisal-ahmad 8 หลายเดือนก่อน

    No option to connect stripe account on my google calender, any suggestions?

    • @TheSmarterCreative
      @TheSmarterCreative 8 หลายเดือนก่อน

      I'd double check your plan includes it! support.google.com/calendar/answer/13762729?hl=en

  • @innazaytsevaphoto
    @innazaytsevaphoto 8 หลายเดือนก่อน

    Lovely video! but I can't understand how you logged in to the portal. It is written client has not found :(

    • @TheSmarterCreative
      @TheSmarterCreative 8 หลายเดือนก่อน

      You have to Activate the portal for your client! I like to use a Workflow automation to do this, but you can always manually do it on their profile. help.dubsado.com/en/articles/467056-activate-or-deactivate-client-portals

    • @innazaytsevaphoto
      @innazaytsevaphoto 8 หลายเดือนก่อน

      @@TheSmarterCreative thank you!

  • @JoannaKate
    @JoannaKate 8 หลายเดือนก่อน

    Thanks so much for this valuable info :-)

    • @TheSmarterCreative
      @TheSmarterCreative 8 หลายเดือนก่อน

      I'm so glad it was helpful! Thanks for letting me know ✨

  • @SW-fh7he
    @SW-fh7he 9 หลายเดือนก่อน

    Wow, you are absolutely beautiful

  • @homewithellieb
    @homewithellieb 9 หลายเดือนก่อน

    So good Lauren!

  • @kellyfarrell4971
    @kellyfarrell4971 9 หลายเดือนก่อน

    ty

  • @TaylorLordan
    @TaylorLordan 10 หลายเดือนก่อน

    I'm hoping you might be able to explain a bump in the road I've encountered on my Dubsado setup. I'm a bridal Makeup Artist and I have 4-5 different proposals to outline my packages/prices for different regions I service.. however I'm wanting to setup my workflows to automate responses when enquiries come through my contact form.. but it seems I can't automate this because in the workflow I have to choose one or the other.. for example "send email to bride with Byron Bay package information" but she might be a Gold Coast bride.. does that make sense? It's so confusing! My brain in mush haha!

    • @TheSmarterCreative
      @TheSmarterCreative 10 หลายเดือนก่อน

      On your contact form you are able to do one drop-down to specify the Workflow you want the submission to do! So I would set up the different inquiry workflows (so Inquiry: Gold Coast, Inquiry: Byron Bay) and then on the contact form where they select the specific region it will kick off that Inquiry Workflow. I'd also maybe have an "other" option that sends an automated general email that says something like "Thanks for reaching out - I'll be in touch!" With it set up this way, you would not have a workflow set up in the form settings. I hope that helps!! Best of luck - you got it!!

  • @IAmTesla
    @IAmTesla 10 หลายเดือนก่อน

    Thank you for this video! Do clients need to have a Google account to book using this method or can anyone book?

    • @TheSmarterCreative
      @TheSmarterCreative 10 หลายเดือนก่อน

      No Google Account needed for your client - anyone can use it!

  • @CristinaRuiz
    @CristinaRuiz 11 หลายเดือนก่อน

    Hey, thanks for the video! I have an isse with this, i wonder if you encountered it. I followed this steps, but for some reason the payment is not automatically captured, i need to manually approve it which defeats the whole purpose of this. I've talked to both Google and Stripe and apparently I need to change this via the Stripe API which is a whole new level of complexity. Has this happened to someone else?

  • @mieegdamgaard
    @mieegdamgaard 11 หลายเดือนก่อน

    This was sooo helpful - thank you so much :)

  • @mlhoo2019
    @mlhoo2019 11 หลายเดือนก่อน

    Ok, I found the canned email that talks about it! But how do you mobile/ desktop optimize the photos for the portal? I got your free download and those don't seem to be the correct size. Is there something or somewhere else you have to go to make changes?

    • @TheSmarterCreative
      @TheSmarterCreative 11 หลายเดือนก่อน

      There are two image sizes, be sure the long skinny one is for Desktop and the one that is almost a square is in the Mobile view upload!!

  • @mlhoo2019
    @mlhoo2019 11 หลายเดือนก่อน

    This video is by far the most fantastic explanation I have seen. Very comprehensive without a bunch of background noise and someone yelling at you! Loved the chill vibes. Do you have any resources or canned e-mails like you showed, to send to a client explaining what dubsado is and how they can access their portal. Thank you again!!

    • @TheSmarterCreative
      @TheSmarterCreative 8 หลายเดือนก่อน

      This made me laugh out loud - I'm so glad it helped!!! There is a Client Portal Guide in the templates section inside of Dubsado Form templates. I highly suggest opening up your designed portal + taking screenshots and replacing their images with yours!