Dubsado trainings
Upcoming live webinars
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The new Dubsado, walked through live
November 11Built for people still on 2.0 and open to everyone. Where things live, what moved, and what's coming next.
The New Dubsado: A Live Walkthrough and What's Coming
Taylor Hedden, product education lead, and Becca Berg, co founder and CEOTaylor walks you through the new Dubsado the way she'd walk a friend through it, side by side with 2.0 so you can see there's nothing to migrate. Becca takes the questions that have kept people on 2.0 and closes with what's coming.
Industry Week: real businesses, real setups
November 16 to 20 · 10am PTFive live workshops, one a day, each hosted by someone who runs their business on Dubsado. Come to the one for your industry, or all five.
How a Photographer Books Clients Without the Late-Night Admin
Jamie Tobin, founder of Jamie Tobin PhotographyA Washington elopement photographer shows how she runs her business in Dubsado from first inquiry to final gallery, while chasing mountain elopements and two kids.
How a Planner Keeps Every Detail From Slipping Through the Cracks
Krista Olynyk, planner and founder of KJ and Co.An award winning event planner shows the setups that keep clients, timelines and payments on track, all from one place.
How a Designer Protects Her Creative Time With Systems
Jael Lewis, founder of More Media Co.Proposals, contracts, approvals, payments. A brand strategist and creative director shows how a design business goes from inquiry to paid in one send.
How a Coach Onboards Every Client With Confidence
Christina Olivarez, founder of Social Butterfly GalDiscovery calls, onboarding, sessions and payments. A leadership and visibility coach shows the setups that make every client feel supported from day one.
How a VA Runs Multiple Clients Without Dropping One
Cait Potter, founder of Cait Potter ConsultingA systems specialist who's helped 200+ businesses shows how she keeps multiple clients, recurring work and a busy inbox organized and automated.
Setup Week: build it with us
December 7 to 11 · 12pm PTOne piece of your account each day, built live with Taylor. On Tuesday, Wednesday and Thursday, Joey holds office hours at 1pm PT right after the session, so you can bring whatever didn't finish and leave with it working.
Setup Week: Never Miss a Lead
Taylor Hedden, product education leadBuild your lead form, set up the automatic reply, decide on a public scheduler, embed the form on your site and customize the flow for each service you offer.
Setup Week: The Easy Yes Booking Flow
Taylor Hedden, product education leadBuild your packages and proposal, turn your PDF contract into a Dubsado form, create an invoice with a payment plan and reminders, and set up the follow ups that nudge for you.
Setup Week Support: Office Hours · Tuesday, December 8 · 1pm PT with Joey
Live, open Q&A on your actual account. No slides, no agenda. Come for five minutes or stay the hour.
Setup Week: Start Every Project Off Right
Taylor Hedden, product education leadSet up your scheduler with reminders, create your welcome email, questionnaire and client portal, add tasks and time tracking, and build your onboarding flow.
Setup Week Support: Office Hours · Wednesday, December 9 · 1pm PT with Joey
Live, open Q&A on your actual account. No slides, no agenda. Come for five minutes or stay the hour.
Setup Week: Finish Strong and Keep Them Coming Back
Taylor Hedden, product education leadBuild an offboarding flow with a thank you, a feedback request and a reminder, create a repeat client offer, and schedule check ins with past clients months out.
Setup Week Support: Office Hours · Thursday, December 10 · 1pm PT with Joey
Live, open Q&A on your actual account. No slides, no agenda. Come for five minutes or stay the hour.
Setup Week: Take It Live
Taylor Hedden, product education leadFix the snags from your test, import your current clients with a CSV, make sure your lead form is live on your site, and get holiday ready with time off availability and reminders that keep running.
Plan 2027 from your own numbers
December 9A free, hands on hour with a business strategist. Runs the same morning as Setup Week, an hour before Taylor's session.
Your 2027 Strategic Plan Workshop
Steph Rubio, business strategist and founder of Rooted & Relentless, hosted by Becca BergSteph walks you through the planning process she uses with her mastermind clients, condensed into one hour so you build your own plan as she goes. One or two annual targets from your own data, your Q1 priorities and a check in rhythm that lasts past February.
Dubsado Live Demo + Q&A
Hosted by: Joey from Team Dubsado
Join us for a live demo where we walk through how Dubsado helps creative service businesses manage their entire client process from first inquiry to final invoice all in one place. Bring your questions - we’ll leave time at the end to answer them.
