Dubsado is a very powerful tool and can be a little intimidating to someone who has never used a CRM and does not understand how to use Dubsado to help manage their contacts.
If you’re looking for a tool to manage your clients. I’d like to share my idea of how to use Dubsado to manage everything for your clients from the time you receive a request for a wedding, family portrait, or senior portrait session.
Dubsado enables you to record phone calls, text messages, and notes requesting more information from the beginning to the delivery of the clients images and videos.
So, let’s get started.
How to collect leads using Dubsado
Dubsado makes it very easy to create lead capture forms to collect all the information you need to help a potential client.
My favorite part of the form is being able to send specific emails in regard to form selection.
This enables you to tailor your emails with detailed information that will help the client from the first time they contact you.
How to automatically schedule appointments.
Dubsado’s recently launched a new feature enabling you to automatically schedule appointments.
You can embed the scheduler on your website via a page, post, or popup using Elementor free or pro version, and the default WordPress using Gutenberg block builder.
Appointments can be synced to your calendar (in my case I use Google) with all the information you need when you meet with the client.
How to collect payments & sign contracts.
When you’re using Dubsado, you’re able to eliminate the need for several different services for collecting payments, signing contracts, and sending the initial email for more information.
Once you have the details for the client’s event, you can create either an invoice are a proposal for approval.
Once an invoice has been created, the client can make their payments online at any time.
What else can you do with Dubsado?
Dubsado can be used for any product or service you need to collect payment.
They’ve created it so that you’re able to customize Dubsado to fit your business without restrictions.
What other services have I tried?
I’ve tried a lot of the other platforms such as Tave, Honeybook, Studio Ninja, 17Hats, ShootQ, and Book Me for Photographers.
All of the services I mentioned above are great and will get the job done. The important thing is to select the service that fits you and your business.
For me, it was Dubsado because it’s relatively simple to set up and get running from the beginning.
In Conclusion
I’ve shared how to use Dubsado from my personal perspective as your 1-stop-shop CRM to service and manage your clients.
Not only can you use Dubsado to collect leads, but it can be used to automate a series of emails you want to send immediately to build the relationship between you and the potential client.
How to use Dubsado for payments, scheduling, time tracking, and more to help you manage your business.
But when it’s all said and done, you need to have your own reason for choosing Dubsado.
With that being said, you can try Dubsado free and receive a 20% discount when you subscribe.
