Clients are the heart and soul of your service-based business. Without them, you wouldn’t have income or be in business. That’s why you want to treat them with the very best care you can.

Paying attention to the little details will be what sets your services apart from someone else offering the same packages. Dubsado makes it easy for me to elevate my clients’ experiences because:

A. It has several features that are convenient for the client.

B. It allows for customization to make clients feel extra special.

These Dubsado Features Will Impress Your Clients

1. Client Portals and Portal Banners

You’ll look like the polished professional you are with client portals that are branded to your business. You can add your brand colors and your logo. You can even make your clients feel extra special by creating unique portal banners for EACH of your clients.

What’s great about this feature is that you don’t have to upload a unique portal banner for each client if you don’t want to. You can upload one branded to your company to use as a default.

Furthermore, your clients will love having all of their documents in ONE place. They’ll see their email conversations with you, task boards, links, contracts, invoices, and other documents.

2. E-Signatures

When I first started my business, I was using a 3rd party software for contract signing. It worked just fine, but I needed to pay for a subscription and spend time adding the signature fields to each new contract. It never looked that professional and I had to send my clients to several sites in order to onboard them.

Learn how to countersign a contract in 15 seconds or less here.

3. Recurring Payments

If you have retainer clients who pay the same fee each month, you can have them sign up for recurring payments. Manually paying their invoice is one less thing they’ll have to do; one less thing to think about. And you’ll have the comfort of knowing you’ll be paid on time every single month. Win-win!

4. Mobile Friendly

In this day and age, having a mobile-friendly software is very important. I personally become frustrated when website doesn’t conform to the size of my phone screen. It’s certainly not the end of the world, but it’s just that much more convenient to have text that’s large enough to read without zooming in a ton.

When your clients are on the go, they’ll love being able to quickly access anything they need from their client portal and the ability to pay their invoices.

5. Downloadable Documents

6. Multiple Payment Options

I personally use Stripe only, but my clients still have the ability to pay a few different ways. They can choose to pay with credit or ACH transfer (think e-check). If you connect Paypal, they’ll have the option to pay via credit card or with funds from their Paypal account.

7. Pick and Choose Packages

You can enable the ability to choose multiple quantities (i.e. 50/75/100 copies of photos) as well as the option to choose multiple services (i.e. engagement photos and wedding photos).

This will help them customize the service they want (and it gives you a chance to upsell your services!).

Your clients will enjoy having an interactive proposal and make you look extra savvy.

What have you done to improve client experience? Share below.