Get Paid / Lesson 8: Reporting
5:29
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@thedeeptisaini
@thedeeptisaini 4 күн бұрын
Hahaaa... I loved that you said '...avoid Zoom for recording and you should be good!' What other free/paid alternatives would you recommend @JamarDiggs for recording, especially when recording Dubsado tutorials?
@laurac.nunezr.9227
@laurac.nunezr.9227 15 күн бұрын
Thanks for making allbof these videos, so detailed and simple to understand ❤❤❤❤❤❤ and thenk you for dubsado as a powerful resource in business ❤❤❤❤❤😊
@mertsevin3425
@mertsevin3425 Ай бұрын
Where
@shaki0393
@shaki0393 Ай бұрын
We in the Caribbean especially Jamaicans who are VAs would love to have access to Payoneer and/or PayPal as a Payment option with Dubsado.
@dubsado
@dubsado Ай бұрын
Hey there! Dubsado has paypal as an option to connect to in Dubsado already! :) Head to settings -> payments and invoices to connect
@agelpamella
@agelpamella Ай бұрын
Peace and love fellow trader Love the strategy!!!! Keep kicking that good ol knowledge!!!!
@claramaebasog93
@claramaebasog93 Ай бұрын
Todd is amazing!!! 🔥🔥🔥
@rebeccavinova4960
@rebeccavinova4960 Ай бұрын
FINALLY!!!!
@kwazimajozi-kfrica9178
@kwazimajozi-kfrica9178 Ай бұрын
Great content 🎉 just wondering when are you rolling out the app version in South Africa?🤔
@ryanmosier6300
@ryanmosier6300 Ай бұрын
I absolutely loved this video. How could I immolate your set up to a tea?
@bohohairandmakeup2720
@bohohairandmakeup2720 2 ай бұрын
This is great thank you, one question, how do you link the questionnaire etc. how does it know which questionnaire to link if you have several? Thank you!
@diannemccarthy446
@diannemccarthy446 3 ай бұрын
videos are blurry when reviewing the site
@lisahang07
@lisahang07 5 ай бұрын
This was a super helpful video with how to navigate with dubsado. I've only been using the time-tracker with dubsado and wanted to learn more about how to use it. Luckily this was a super quick and easy way to learn about dubsado.
@szaka1509
@szaka1509 5 ай бұрын
You are cute 💕
@s.dnellagay7195
@s.dnellagay7195 5 ай бұрын
I don't see a proposal option on Dubsado.
@cocoabean321ify
@cocoabean321ify 5 ай бұрын
I thought dubsado wasn't secure enough to collect banking information?
@WeddingMakeuplove
@WeddingMakeuplove 5 ай бұрын
Super helpful! Thank you!
@kostantinoskalominidis2885
@kostantinoskalominidis2885 5 ай бұрын
Please add conditional logic to forms.. It's a critical feature to have
@chrisdeager
@chrisdeager 5 ай бұрын
If I was building a prospect list, would I use this Create New Client button, then make the project capturing this client?
@BinaryDoesThings
@BinaryDoesThings 5 ай бұрын
The cutting of this song feels very wrong. Now i have to go play it
@darmakiel
@darmakiel 6 ай бұрын
Is to possible to set the prices of my product so they're dependend on the quantity ordered? For example, if a client orders 30, it's £10 per item, but if they order 60, it's £7 per item. Thanks.
@adrien_lexington
@adrien_lexington 6 ай бұрын
I've been tricked by Send Form instead of Send Email function, so thanks for the tip!
@cassiehoward9470
@cassiehoward9470 6 ай бұрын
Is it possible to have the lead capture form match my website branding?
@s.dnellagay7195
@s.dnellagay7195 4 ай бұрын
You can add your logo to the capture lead form.
@innazaytsevaphoto
@innazaytsevaphoto 6 ай бұрын
thank you!
@TrueEssencePhotography
@TrueEssencePhotography 6 ай бұрын
What if you already have one 0,0
@dubsado
@dubsado 6 ай бұрын
Hi there! Reduced monthly and yearly rates are only for new accounts, but if you signed up for a paid account in the last 45 days we are happy to honor the sale price! Otherwise you can enter our Birthday Sale Week giveaway for a chance to win some amazing prizes, including a full free year of Dubsado 🥳 Head to our pinned Instagram post for more info!
@airheadhtx
@airheadhtx 5 ай бұрын
I want to lock in a discounted rate@@dubsado
@thelaunchacademy
@thelaunchacademy 6 ай бұрын
The best of the best out there. This is the only tutorial on Dubsado that I actually watched and rewatched.
@TheBalancedHome
@TheBalancedHome 6 ай бұрын
So when using payment reminders each reminder does not have to be a step within the work flow?
@CynthiaPriest
@CynthiaPriest 7 ай бұрын
Kelly and Dubsado team, this is the most crystal clear video EVER. Thank you so much. I have had Dubsado for a very long time and this was very easy to follow. Finally sent my first proposal as a wedding photographer.
@kellymccrackendubsadoprofo726
@kellymccrackendubsadoprofo726 2 ай бұрын
@cynthiapriest I just saw your comment!! Thank you for the feedback and I am so glad you were able to send your first proposal!
@ShavonsLevelUp
@ShavonsLevelUp 7 ай бұрын
I was this close to giving up on Dubsado because I thought it was too complicated and then I find this video. This is absolute gold. Thank you
@DarrinJackson76
@DarrinJackson76 7 ай бұрын
Most Excellent! I watched, took notes. Very educations. Thank you.
@dubsado
@dubsado 7 ай бұрын
Glad it was helpful!
@Geo_Boyd
@Geo_Boyd 7 ай бұрын
This was helpful, thanks! Where would you recommend we go next to learn the next steps beyond the basics?
@dubsado
@dubsado 7 ай бұрын
Hi there! So glad this was helpful with your setup 😊 Next, we'd recommend checking out our Intermediate Setup Playlist to dive deeper into your process, learn how to preview everything as a client, and learn more about workflows: kzfaq.info/get/bejne/jKuJotSov5-qfnk.html If you have questions or want to learn more about specific Dubsado elements (scheduler, invoicing, etc.) we have video playlists for those too! And if you haven't already, we'd recommend joining our Facebook Community! It's a collaborative workspace where more than 27,000 Dubsado users (plus our team and Certified Specialists) trade tips, tricks, and help troubleshoot any roadblocks they encounter: facebook.com/groups/dubsado
@lorip1435
@lorip1435 7 ай бұрын
DubZado? I thought it was DubSado.
@dubsado
@dubsado 7 ай бұрын
People pronounce it both ways! It's a made up word that came from our Founders' son, Charlie. When Becca and Jake were deep in building Dubsado and searching for a name, Charlie who was 2 at the time, kept singing a song...dubs-aaaa-deeee, dubs-aaaa-doooo...over and over again. It stuck with them and they combined the syllables to ⁠create Dubsado!
@user-dh6fl4ss3z
@user-dh6fl4ss3z 7 ай бұрын
I am a creative so anything accounting confuses me! Your video was very straight forward and easy to follow! Thank you! Going to check if you've any more 🙂
@dubsado
@dubsado 7 ай бұрын
You are so welcome! And we have a whole playlist on getting paid and invoices - you can check that out here: kzfaq.info/get/bejne/f6ufgq53t720k30.html
@jessicascottenthequeenofkartra
@jessicascottenthequeenofkartra 8 ай бұрын
Does ACH Payments work with Auto pay? I no longer see checking/savings options.
@dubsado
@dubsado 7 ай бұрын
Hi Jessica! ACH Payments do not work with autopay. If you have additional questions, feel free to send us a chat on our website or an email to [email protected] - we would be happy to help 😊
@jessicascottenthequeenofkartra
@jessicascottenthequeenofkartra 8 ай бұрын
Will payment reminders send if there is auto pay chosen/requried?
@dubsado
@dubsado 7 ай бұрын
Great question! Whether or not the client receives a payment reminder is based entirely off of the payment plan applied to the client’s invoice. If the payment plan has any payment reminders set up, the client will still receive payment reminders - even if they are enrolled in autopay. For this reason, some users word their payment reminders so that they act as a catch-all. For example: “This is a reminder that you have an upcoming payment of xxx.xx due on xx/xx/xx. Please access the invoice below to make your payment. {{job | invoiceLink}} If you are enrolled in autopay, your card will be automatically charged on xx/xx/xx and no further action is required.”
@jessicascottenthequeenofkartra
@jessicascottenthequeenofkartra 8 ай бұрын
I am so exited thank you for adding auto pay as a required option!
@jessicascottenthequeenofkartra
@jessicascottenthequeenofkartra 8 ай бұрын
When setting up a one time invoice it looks like the client can override the amount to pay now - can this be disabled? so their only option would be pay the one that that they owe...
@dubsado
@dubsado 7 ай бұрын
Hi Jessica! Clients are able to change the "amount owed" so they can pay with more than 1 card if they'd like. There is not a way to disable this, but you can keep track of how much they did pay by checking your invoice list under that project. The invoice will also remain open for them to go back and pay the rest of what they owe if needed! If you have additional questions, send us an email [email protected] and we would be happy to help 😊
@RelevantResource
@RelevantResource 8 ай бұрын
Is there an option to do this with projects already in Dubsado? I offer ongoing training for clients and if its going to create a new project every single time it's going to get frustrating, Is there another way around not sending registration through projects?
@dubsado
@dubsado 7 ай бұрын
Hi there! This video is specifically to set up 1 time workshops. If you send us an email at [email protected] we would be happy to help you with your question!
@adeinewallacephotography
@adeinewallacephotography 8 ай бұрын
Made the website lead capture form today on my website with the Dubsado mapping fields and made the form make a client populate! Thank you for sharing this video and your knowledge on how to do it all. Very easy to follow and action. Thank you Krystal! 🙌🙏💖 A question: Can you only have one banner image to represent all clients? Or can you customise it more for individual services you offer in your business?
@johnny.hockin
@johnny.hockin 8 ай бұрын
2:35 thank you for clearly stating this! It's why I was checking this video out :)
@briansolis9007
@briansolis9007 8 ай бұрын
Wheres the tutorials?
@VeronicaMC02
@VeronicaMC02 8 ай бұрын
Lol!!!!
@callmejun1996
@callmejun1996 9 ай бұрын
Thank you for this wonderful and helpful video Sir Rafael! :)
@stelladigital1251
@stelladigital1251 9 ай бұрын
Hey if in my workflow - my form includes my invoice and contract, would you still add the contract in the left hand side under project name?
@dubsado
@dubsado 9 ай бұрын
As long as the project doesn't have a contract already, the workflow will automatically apply the contract in that spot!
@stelladigital1251
@stelladigital1251 9 ай бұрын
Can I please get links to all your notion pages lol? I need all this wisdom!
@merolie
@merolie 9 ай бұрын
Hi, is it possible to send the proposal without knowing the contact details of a client (the address for the invoice) and have the client fill in those details themselves inside the proposal? In a way that it transfers over to the invoice automatically? Or do I need to have the details saved already before creating the proposal? Thank you!
@stelladigital1251
@stelladigital1251 9 ай бұрын
I would love to see all the phases steps if possible? I have copied 1 and 2!
@stelladigital1251
@stelladigital1251 9 ай бұрын
I have that! I mean the phases in his workflow, he talks about the first two phases in his workflow - but would love to see the entire workflow from interest, onboarding to 3-service. Would help if you could tell me where that is! @@dubsado
@lauramartin8068
@lauramartin8068 9 ай бұрын
where's the template?