Yay! I'm so glad it was helpful!! 🥰 If you want a checklist + the portal templates in Canva you can grab them here: thesmartercreative.com/dubsadoportalguide
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!!
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!
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.
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.
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?
Hey Lauren, what CRM would you reccomend for Invoicing, senidng quotes, collecting payments, communicating with clients, website integration, scheduling/calendar integration, project management, sending and collecting contracts, and being able to add 3-4 brands with the same account?
Hey Felipe - thanks for stopping by and asking your question! I have a _billllion_ more questions for you to try to actually nail down a suggested CRM tool for you since it really depends on how you communicate with your clients, what type of PM tool you might need, what you mean by website integration. I LOVE dubsado and they let you do all of the above (altho their Project Management tool is lacking) with the exception that you have to manually "flip" between brands - but it doesn't make you sign out. It will look at your Calendar across multi brands which is great to keep your schedule clear. You can also look at Zoho which has MANY more features than Dubsado and is fully customizable to any business. Best of luck!
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
This video is fantastic, thank you for sharing so much information.
Yay! I'm so glad it was helpful!! 🥰 If you want a checklist + the portal templates in Canva you can grab them here: thesmartercreative.com/dubsadoportalguide
Thanks! This was simple to follow!
So glad it was helpful!!!
Great video. And the portal looks great.
Thanks for sharing your feedback. Glad it was helpful!
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!!
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!
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.
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.
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?
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!!
Hey Lauren, what CRM would you reccomend for Invoicing, senidng quotes, collecting payments, communicating with clients, website integration, scheduling/calendar integration, project management, sending and collecting contracts, and being able to add 3-4 brands with the same account?
Hey Felipe - thanks for stopping by and asking your question! I have a _billllion_ more questions for you to try to actually nail down a suggested CRM tool for you since it really depends on how you communicate with your clients, what type of PM tool you might need, what you mean by website integration. I LOVE dubsado and they let you do all of the above (altho their Project Management tool is lacking) with the exception that you have to manually "flip" between brands - but it doesn't make you sign out. It will look at your Calendar across multi brands which is great to keep your schedule clear. You can also look at Zoho which has MANY more features than Dubsado and is fully customizable to any business. Best of luck!
Omg I want to hug you Queeeeeennnnn 🥰🤗✨🩷💚
So glad it helped!!!
Lovely video! but I can't understand how you logged in to the portal. It is written client has not found :(
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
@@TheSmarterCreative thank you!