The #1 Mistake Made with the Dubsado Scheduler
There was a lot of excitement when Dubsado* came out with a scheduling tool.
And there’s good reason for it. 3rd party scheduling tools like Acuity and Calendly are great, but the Dubsado scheduler allows users to:
Reduce the number of software subscriptions they pay for
Reduce the number of apps they are using to run their business
Activate workflow automations from schedulers
Base steps in workflow automation off of a particular appointment
But, there’s a common mistake I see a lot of Dubsado users making when they put the scheduler on their website. And as a result, it’s not creating new projects in Dubsado.
If you are experiencing this problem, you will see clients listed in your address book and you will see appointments on your calendar, but you will not see new projects in Dubsado.*
But there’s a simple fix. Watch the video below to see the solution.