Kelli Marie Connor – 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!

What You’ll Learn In Dubsado for Dummies

• 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

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