Kelli Marie Connor – Dubsado for Dummies



Kelli Marie Connor – 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:
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:
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.


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