Using new programs can feel overwhelming.

We’ve all been there. You’re a new user to Dubsado, and you have no idea what you’re doing. There’s so much information on the website and in the documentation that it feels like an impossible task to figure out where to start! To help with this issue, I’ve put together 3 tips for you that will greatly improve your experience as a new user:

Tip #01: Customize Dubsado to YOUR Business

One of the great things about Dubsado, and the most daunting is that it is so robust. There are so many ways to use Dubsado for your business needs. One of my recommendations is that you make a roadmap of your client journey to see where and what you should automate. This will also give you an idea of the forms, canned emails, packages, payment schedules, and schedulers you may need to create.

I have worked with clients in the same industry and their finalized setups are completely different.

Pro Tip: You are looking for areas in your business that you can streamline and automate because doing things manually is so 2021!

Tip #02: Canned Emails Are Your Best Friend

One of the first things you should do when starting out with Dubsado is to create your canned emails. These are pre-made email templates that you can use for a variety of scenarios, such as:

  • Client Onboarding
  • Proposal Follow Up
  • Invoice Follow Up
  • Quote Request Response
  • Appointment reminders

These emails will save you time and ensure a more cohesive client experience.

Pro Tip: Keep your canned emails short, sweet, and to the point! Nobody wants to read a novel in their inbox.

Tip #03: Do Things Manually Until You Feel More Comfortable

Although automating your business processes is the end goal, if you are setting up your own Dubsado account, you are probably terrified wondering if you have done it correctly. If you are unsure how things are going to flow, start by doing things manually. It will give you a chance to see how things work inside of a project by adding proposals and contracts manually or sending out emails.

Once you are ready to go automated, set yourself up as a test user so that you can run yourself through the workflows first. This will give you a chance to see it from both sides – the business owner side and the client-side. You’ll be able to watch for inconsistencies and errors and breaks in “flow”.

Pro Tip: Test. Test. And then test again. This is the BEST way to discover errors before you go live and have a client tell you what isn’t working.

These are all things I wish someone had told me when I first started using the system! I hope you find these tips helpful and get started on automating your business processes. If you are finding yourself completely stumped at your next steps, send me an email at, and let’s chat.


To my heart-centered coaches…Setting up your CRM can sometimes feel incredibly overwhelming.  There are so many moving parts that it can be frustrating to know where to even start. 

Download my FREE Workflows Guide and Checklist for guidance on how to create seamless workflows and dreamy client experiences so you can have more freedom in your business and your life.