1 Welcome 2 Intro to Dubsado 3 Settings & Integrations 4 Email Signatures & Canned Emails 5 Intro to Projects 6 Intro to Client Portals

1 Tips to Succeed in this Program 2 Clarify Your Offer, Boundaries, & Expectations 3 Design a Form Template 4 Smart, Mapped, & Custom Fields

1 Project Statuses 2 How to Create New Projects 3 Starting with Lead Captures 4 Starting with Schedulers 5 Inquiry Workflow 6 Test Your Workflow

1 Packages 2 Payment Plans 3 Receipts 4 Proposals 5 Contracts 6 Booking Workflow 7 Test Your Workflow

1 BONUS: 🎉 Welcome Guide 2 Questionnaires 3 Tags 4 Schedulers 5 Onboarding Workflow 6 Test Your Workflow

1 How this Phase is Different 2 Task Boards 3 Invoicing (Including TBD Due Date & Recurring Invoices) 4 Time Tracking 5 Schedule Appointments 6 Proofs & Questionnaires

1 Wrap Up 2 Testimonial / Feedback Forms 3 BONUS: 🌐 Referral Program 4 Offboarding Workflow 5 Test Your Workflows

1 Using Your New Dubsado Account 2 Using Dubsado with Current and Past Clients 3 Organization Tips 4 Quickly Create Templates & Workflows for Other Services 5 After the Program

1 ---- TEMPLATE LIBRARY SETUP ---- 2 Emails 3 Questionnaires (& PDFs) 4 Schedulers 5 Discounts 6 ---- MANUALLY USING YOUR SYSTEM ---- 7 Navigate Project Folders 8 Use Project Dates 9 Use the Inbox 10 Send Emails 11 Send & Countersign Contracts 12 Send Questionnaires (& PDFs) 13 Send Proposals 14 Change the Starting Invoice Number 15 Add Invoice Terms 16 Apply & Remove Discounts 17 Apply Refunds 18 Closing Invoices 19 Reschedule Appointments 20 Run Reports 21 Test a Workflow Automation 22 Update a Workflow Automation 23 Workflow "Office Hours" 24 Workflow Overview 25 COMING SOON: Schedulers for Virtual Group Events

1 🤩 Wow-Factor Form Design 2 🎀 Tips for a 5-Star Client Experience 3 💡 Consulting Workflows 4 📷 Photographer Mini Session Workflows