1 Start Here 2 Intro to Dubsado 3 Navigating the Interface

1 Settings & Integrations 2 Email Signatures 3 Images 4 Client Portals 5 Project Sources (Referral Tracking) 6 Projects

1 Figuring Out Your Workflows

1 Packages 2 Payment Schedules 3 Invoicing 4 Discounts 5 Receipts

1 Smart & Mapped Fields 2 Intro to Forms 3 Lead Captures (Contact Forms) 4 Contracts & Sub-Agreements 5 Proposals 6 Questionnaires 7 Email

1 Scheduling

1 Task Boards 2 Time Tracking

1 Funnels & Statuses 2 Tags 3 Using the Projects Tab More Efficiently 4 Reporting

1 Using (& Not Using) Workflows 2 Assembling Workflows 3 Testing Workflows 4 Updating Workflows

1 ✉️ Canned Emails You Can Copy 2 🤩 Wow-Factor Form Design 3 🌐 Create Your Own Affiliate Program 4 🎀 Tips for a 5-Star Client Experience