Getting Started in Dubsado: Basic Settings

I’m so happy you’ve joined Dubsado!* This tool is incredibly powerful and has the ability to transform the client management arm of your service-based business. You know, the very thing that makes a service-based business.

Start with the basics. Start with your settings.

Here’s a video to help you navigate Dubsado's settings.

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Items Covered in Settings

• Branding

• Dashboard

  • Choose your dashboard colors!

• Portal

  • Add your brand colors and portal banners

• Multi-Users

  • Add users and group them into teams. Choose the level of access you want to give each user.

• International Settings

  • Time zones and currencies

• Receive Money

  • Hook up your payment processors (PayPal, Stripe, Square)

  • Choose to accept gratuity

  • Customize your invoices

• Calendar (Update 11/2018: Calendar settings no longer in the Settings tab, but in the Calendar tab)

  • Sync multiple calendars! Choose whether you want to:

    • Import synced calendar events into Dubsado's dashboard

    • Export Dubsado's calendar into synced calendar

• Emails

  • Connect your email and enable / disable the tracking pixel. This will allow you to track if emails have been opened or not.

• Integrations

  • API keys (for Zapier, etc.)

  • CloudSpot*

  • QuickBooks

• Domain Names

  • This is where you set up white-labeling. Add a favicon and more.

  • This feature is optional.

• Custom Mapped Fields

  • Custom mapped fields are optional. Don’t worry about these if you are just getting started with Dubsado. They are optional.

• General Settings

  • Date Conflicts

  • Appointment Scheduler Conflicts

You can have all of these Dubsado settings completed in 15-20 minutes and you’ll be ready to start mapping out your workflows.