Whether you're a first timer with CRMs or an experienced photographer who's switching from Honeybook, 17Hats, etc, you can follow me as I walk you through your Dubsado set up so you're client-ready in less than a week.
With easy-to-sign contracts, customizable proposals & questionnaires, and invoices that don’t confuse your clients… it’s no question that Dubsado is the system you need to keep all of your client information in one place.
But with a powerful system comes a learning curve... well, it did until now.
Hiring a pro to set it up is too expensive and you know you can't do it on your own.
Dubsado has a lot of features and you don't know which features you need to use for your photography business.
You're overwhelmed with the thought of setting up a whole new system.
"It was only after I was recommended to Morgan that I made the switch to Dubsado. She made it so clear how to make Dubsado work for you and how customizable it is. She made it so easy and approachable."
"I had Dubsado and had the bare minimum set up... but even getting there was hard for me. Support articles, Youtube Videos.. it was overwhelming. I knew I wasn't utilizing it to it's full potential."
"It was so simple and so easy and made the switch more stress-free than I thought it would be. I could not have switched without her - she even gave us free templates! My clients love Dubsado, too!"
-Maia, ex 17Hats user
-Marissa, Dubsado User since 2017
-Kaylen, ex Honeybook user
Besides everyone taking it saying, "Dubsado should pay you for this course because it's easier than theirs?" Dubsado’s Getting Started series is made for a general audience - not photogs specifically. My students have said that made a world of difference.
10000% yes. Fun fact: My photography company used to be photo + film and I can say from experience that the set up is the same! I've also had VAs, brand designers, florists, and many other entrepreneurs take and love this course.
You can be fully set up in Dubsado within a week. It’s very easy to follow so it’s just a matter of giving yourself blocks of time to follow along + copy what I’m doing.
YES! This is one of the questions I receive THE MOST. I have an entire video for transferring clients that will show you how to transfer all info, forms, and update the invoice. If you don’t have the time to do transfers or don’t trust yourself yet, I offer client transferring which you can inquire for here.
Yes! You can set up your Dubsado while on a trial account. Their trial is up to 3 clients vs a time frame so you only have to start paying when you reach that limit.
As a wedding photographer, I learned early on that Dubsado would be a lifesaver for my business! I used to send pdf contracts and sketchy paypal invoice links over email and was wondering why my clients took forever to book. (If they even did!) I've been using Dubsado since early 2017 and like learning anything, I had a lot of trial and error.
Now I use what I learned to keep photographers from making the same mistakes in Dubsado that I did.
VIDEO 1: BRANDING - getting dubsado to look like you
VIDEO 2: CONNECT & COLLECT - connecting your payment processor
VIDEO 3: LINK YOUR EMAIL - emailing your dubsado forms from YOUR email.
VIDEO 4: SOS PAYMENT SCHEDULES - setting up your retainer and final payment schedule
VIDEO 5: THE PACKAGES HOW TO - putting your packages in dubsado (even if they're custom)
VIDEO 6: BOOKINGS TRACKING - how to track where your bookings are coming from
VIDEO 1: HOW THE HECK FORMS WORK - getting you acclimated to Dubsado's form system
VIDEO 2: NATIVE SMART FIELDS - what they are and what they're used for
VIDEO 3: CUSTOM MAPPED FIELDS - creating your own smart fields
VIDEO 4: COPY AND FILL CONTRACT TEMPLATE - setting up your contract with my easy to follow template
VIDEO 5: CREATE YOUR QUESTIONNAIRE - setting up your 1st questionnaire with my template
VIDEO 6: BUILD YOUR PROPOSAL - use my template to build a working proposal
VIDEO 7: YOUR INQUIRY FORM - how to build it, what to include, and how to share it
VIDEO 1: BOOKING WITH PROPOSALS - flowing from proposal, to contract, to invoice
VIDEO 2: SENDING CONTRACTS & INVOICES - solidifying the booking
VIDEO 3: SENDING QUESTIONNAIRES - how to send important questionnaires to your client
VIDEO 4: TRANSFERRING CLIENTS FROM ANOTHER CRM - move your clients over with my transfer hack
You're looking to learn how workflows are set up in Dubsado.
You want someone to set Dubsado up for you.
You already have your clients, contracts, and questionnaires in Dubsado
You're looking to eventually learn about Dubsado's automation and workflows, but need to set it up and move clients first.
You learn best by watching someone else do it!
You're looking to manage your clients and events in Dubsado
The amount of times I've heard, "I want to switch to Dubsado but...," or "I've had Dubsado for 2 years and never set it up," and lastly, "I don't have time" ...I would actually have 2 million dollars!
When creating this course, I made sure to leave no room for confusion because it can quickly becomes excuses. I also made sure that it could be completed in just one week. Now, the only thing standing in between you and finally making the jump to Dubsado is... you.