• $699

Dubsado for Dummies

The Dubsado for Dummies: A Genius Guide for Efficient Set Up is officially live and ready for you!


This course is a BEAST, but it is created in a way for you to get your Dubsado set up and usable in just a matter of minutes.

These 18 videos are intended to give you the most useful information in the fastest way possible, with zero fluff. I educate you on 100% of the features and functions of Dubsado that I personally use. I teach you my time saving tips and tricks so that you can get rolling right away.

I also teach you some of my trade secrets on some functionality of the program that you may not have thought to use!


The 18 videos include:

  • How to set up an Inquiry Workflow
  • How to create a Lead Capture Form and install it in your website
  • How to Organize Jobs and Leads
  • Creating Packages, Session Fees, Discounts, ETC
  • How to create and use questionnaires and proposals
  • How to create Contracts and Sub-Contracts
  • How to create and use your Booked Client Workflow
  • How to create and use Canned Email Responses
  • How to Remove, Force, and Edit active workflows
  • How to use Lead Capture Forms for Model Calls
  • How to use Lead Capture Forms for Sales & Promos
  • How I use Square for Payment Plans and how to integrate in Dubsado (Bonus Content)
  • A breakdown of the Client Interface and how to best utilize
  • Advanced info on using Proposals
  • How to edit and use the Client Portal

This video does NOT include the CRM Workflow Guide, but you 100% will thank me for having both! You can get the CRM Workflow Guide here first: https://kelliconnor.podia.com/full-crm-workflow

I also highly recommend having the Pre Session Payment Plan Guide as well, so you can get that set up and going too! Get that guide here: https://kelliconnor.podia.com/pre-session-payment-plan-guide


Don't forget to join our Spin-Off Group once you purchase so we can help each other! You'll just need your order number for access. Dubsado for Dummies



*please note: this video does not teach on the scheduler or recurring payments in Dubsado because I do not personally use those features. I do explain why I don't use them in the videos and I do talk about why I use other programs like Square and Acuity for those.

Contents

Intro.mov
  • 8 mins
  • 164 MB
Inquiry Workflow Part 1.mov
  • 9 mins
  • 496 MB
Lead Capture Form Part 1.mov
  • 18 mins
  • 969 MB
Organizing Leads & Jobs.mov
  • 18 mins
  • 1.25 GB
Creating Packages, Session Fees, & Discounts.mov
  • 23 mins
  • 1.3 GB
Questionaires & Proposals.mov
  • 39 mins
  • 3.34 GB
Contracts & Sub-Contracts.mov
  • 12 mins
  • 1.54 GB
Booked Workflow Part 1.mov
  • 25 mins
  • 1.65 GB
Booked Workflow Part 2.mov
  • 13 mins
  • 936 MB
Canned Emails.mov
  • 20 mins
  • 1.42 GB
Remove, Force, and Editing Active Workflows.mov
  • 15 mins
  • 773 MB
Lead Capture Form Part 2 - Model Call.mov
  • 12 mins
  • 922 MB
Lead Capture Form Part 3 - Sales.mov
  • 10 mins
  • 536 MB
Client Interface.mov
  • 10 mins
  • 522 MB
Payment Plans in Dubsado
  • 3 mins
  • 29.7 MB
Payment Plans in Square.mov
  • 11 mins
  • 704 MB
Advanced - Proposals.mov
  • 14 mins
  • 836 MB
Client Portal.mov
  • 11 mins
  • 1.66 GB
Conclusion!.mov
  • 6 mins
  • 1.2 GB
All sales are final, no refunds or exchanges. Please review all items in detail before purchase.