Get Dubsado Certified

Turn your expertise into a verified credential: Get Dubsado certified and stand out in your field.
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Certified Specialist Perks

Get Dubsado's seal of excellence: Become a Certified Specialist and gain an edge in the market

Don't just tell clients you're an expert—show them. As a Dubsado Certified Specialist, you're not only endorsed by us, you're armed with top-level skills. Use this powerful edge in your sales and marketing to quickly build trust with clients who need your help with Dubsado. Enjoy exclusive benefits that further elevate your business.

Certified directory listing

New and improved! Gain exposure and attract potential clients through our specialist directory which is on our site, in emails, and promoted by our team. Your listing here puts you on the radar for Dubsado users seeking expert help. Plus, our team actively drives users to the directory when they need more support than we can provide. It's a win-win: you get visibility, and they get top-level expertise.

Early access to features

Stay ahead of the curve with early access and beta testing opportunities. Get hands-on experience with new features before they're public, ensuring you remain a trusted resource for clients when updates roll out.

Boosted referral code

Leverage a unique advantage in the market with an increased referral code. While the standard offer is 20%, your code grants new users 30% off their first month or year. Offer more, gain more—it's a simple way to stand out and attract more clients to your business.

Certified badge

Earn a badge that sets you apart as a verified specialist. Display it proudly on socials, emails, and anywhere else you'd like to showcase your expertise. It's more than a mark of completion—it's a badge of honor that helps you stand out to Dubsado users looking for expert assistance.

Priority customer care

Enjoy expedited support with priority access to our Customer Care team. You'll be at the top of our inbox, enabling you to resolve questions more quickly and keep your workflow smooth as you assist other Dubsado users.

Option to sell forms

As a Certified Specialist, you'll enjoy exclusive access to our One-Click Templates feature. Transform your custom-created forms into shareable assets that you can monetize or distribute. Users can easily add these to their accounts with a single click, making it a seamless experience for everyone involved.
Please read FAQ for more information.

50% off your Dubsado subscription

Secure a special 50% off on your Dubsado subscription when you are a Certified Dubsado Specialist.

Certification requirements

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Have a Starter or Premier Plan for at least 18 months

This requirement ensures that you have sufficient experience with the platform to provide expert-level assistance to others. It's not just about usage—it's about mastering the system to offer truly informed guidance.

Complete 10 services or refer 10 people to Dubsado

Hit a total of 10 through Dubsado client services (setups, strategy sessions, etc... see FAQ for more info), paid referrals (through your affiliate code), or a mix of both within the last 12 months. This shows you're not just experienced, but also actively contributing to the Dubsado community.

Pass application process

Our team personally reviews each application, taking into account your time with Dubsado, affiliate redemptions, and contributions to the community. It's our way of making sure you're a great fit for the program.

Pass exam process

The final hurdle is an exam to demonstrate your expertise in setting up a Dubsado account. A score of 90 or higher confirms you're ready to provide top-level support as a certified specialist. More info below.
How it works

Process to become certified

Step 1: Submit your application

Apply anytime throughout the year. The application includes questions about your services, business tenure, time with Dubsado, affiliate code, completed setups, and any educational resources you offer related to Dubsado.

Step 2: Create demo account

After passing the application stage, you'll get instructions on setting up a demo account. This acts as an "exam" where you simulate setting up an account for a user. You'll need to configure workflows, canned emails, schedulers, and more to display your expertise with the platform.  

Step 3: Submit demo account

After completing your demo setup, follow the provided instructions to submit it for review. You'll need a score of 90 or higher to pass. The aim isn't to trick you, but to validate your proficiency with the platform. Your demo account must be submitted within 60 days of passing step one (your application).

Step 4: Become certified

Once you pass the demo account exam, you're almost there. You'll receive a contract, code of conduct, and a final questionnaire. Complete these items, and you'll get your certified badge along with the ability to create your directory listing. Welcome to certified specialist status.

Step 5: Recertify every 18 months

To keep your certified status and perks, you'll need to recertify every 18 months. Unlike the initial exam, recertification focuses on a series of questions about platform updates over the past 18 months. It ensures you're up to date with Dubsado's changes, allowing you to serve your clients effectively.

Frequently asked questions

Get your questions answered
What if I do not pass the application process?
If you don't pass the application process, you'll need to wait 60 days before you can reapply. This "cool-off" period gives you time to address the areas where you didn't meet the criteria. Make sure you fully meet all requirements before submitting a new application.
What if I do not pass the demo "exam"?
If you don't pass the demo exam, you won't proceed to the final certification stage. A 60-day waiting period is required before you can reapply, starting again with the application process. Use this time to gain a deeper understanding of the platform and to work on the areas where you need improvement. Review the grading rubric and guidelines to better prepare for your next attempt.
Is there a fee to become a certified specialist?
We've removed the fee for our Certified Specialist Program to make it more accessible and focused on what truly matters—your expertise and contribution to the Dubsado community. By streamlining the perks and enhancing our directory, we're placing greater emphasis on practical experience. Now, the only "barrier" is your proven ability to set up or refer at least 10 successful Dubsado accounts. This shift allows us to better spotlight your skills and make the program more inclusive, while maintaining the high standard of quality our users expect.
Do affiliate redemptions in the 60 day payout window count?
Yes, they do! Aany paid referral even those in the 60 day pending payout window will still count.
How long is my certification good for?
Your certification is valid for 18 months. At the end of this period, you'll need to go through the recertification process to maintain your certified specialist status and continue enjoying its associated perks.
What is the One-Click Template perk?
The One-Click Template perk allows us to convert your custom forms into shareable or sellable assets. With this feature, you can effortlessly share your expertise, as users can easily add your form to their own accounts with just a single click. The cost for this perk is a one-time fee of $35 per template request, which covers the conversion of your form into a shareable link. There is no limit to how many forms you can request.
If your certification status expires, the shareable form link will become inactive for new downloads. Don't worry, though - we'll provide a 30-day grace period after expiration before deactivating it. Any forms previously downloaded by clients remain unaffected and fully accessible
Why do we need to prove a service / set ups or affiliate code usage?
The requirement to prove setups or affiliate code usage serves as a tangible indicator of your expertise and engagement with the Dubsado platform. It helps us ensure that certified specialists are not only familiar with our system but have a track record of successfully implementing it or encouraging its adoption. This creates a higher level of trust and credibility for you as a specialist, and it gives us confidence that we're endorsing individuals who truly understand and advocate for Dubsado.

If you have questions about how many affiliate code redemptions you have received in the last 12 months, feel free to email
Is certification open all year long?
Yes, certification is open year-round. You can apply at any time that suits you, allowing for flexibility in aligning the certification process with your own schedule and business needs.
Did some perks go away from previous years?
Yes, some perks have been removed as we've streamlined the Certified Specialist Program. The focus has shifted to a more curated set of benefits that provide significant value to both specialists and the Dubsado community. This allows us to concentrate on enhancing the core aspects of the program that most directly impact its overall quality and effectiveness.
What is the recertification process in 18 months going to look like?
The recertification process after 18 months will involve an exam that focuses on the changes and updates made to the Dubsado platform during that time. You'll be tested on new features and their practical use cases to ensure you're up to date and can effectively serve your clients with the latest Dubsado offerings. This keeps your certification current and maintains the program's high standard of quality.
What counts as a service or "set up"?
Any Dubsado course sell, set up, paid consult call, strategy session, form design, or any service rendered that aids a Dubsado user qualifies towards certification, regardless of the duration or scope of the engagement. Whether it's a brief consult or a comprehensive setup, what matters is the support extended to the user. If you perform a service and have a client that also use your code, that will count as 2 towards that 10 total.
What if I run an agency with multiple people?
If you operate an agency, rest assured we've tailored our program to fit your needs. Every agency is eligible for a single directory listing, and to maintain it, a minimum of 10 services must be completed. Only the agency's operator needs to be certified, as they are ultimately responsible for ensuring the quality and integrity of the service provided. However, if individual members of your team desire their own recognition, they can have separate listings. Each individual listing will need to meet our certification criteria independently. This approach is designed to recognize both the collective efforts of agencies and the individual contributions within our specialist community.
Where can I ask further questions?
If you have any questions, please feel free to email us at

Become a Certified Dubsado Specialist

Take the next step in maximizing your value to clients and to the Dubsado community.
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