Dubsado Forms
Forms within Dubsado are your MASTER TEMPLATES.
Setting up your Dubsado requires you to be organised and have your contracts, questionnaires, lead captures questions and more in place.
When you have these ready, you are ready to start work on your Forms and create these master templates to be able to share with your clients.
Smart Fields are really important to use in these to capture the client information.
To be able to capture client information, it needs to be within your Dubsado CRM (address book) already, which you can add yourself manually or you can capture this in a Lead Capture Form, which should be attached to your Discovery Call Scheduler.
Get creative with your forms, add your branding, your colours, your logo, and your personality, and remind clients why they are working with you!
Have fun with this area of Dubsado!!!
There are lots of other Dubsado walkthrough areas on this channel so go ahead and make use of the support, if you need it. If you're keen to get more help with setting up, perhaps the "Dubsado Lab" DIY course is for you. More details on the website if and when you're ready.
👉 PS. Dubsado is great for managing your time more efficiently if you use it in the best way for you AND gives your client a VIP experience!
👉 PPS. ARE YOU READY FOR A DUBSADO DIY COURSE?
Dubsado Lab is aimed at Coaches and yet, other service-based business owners will hugely benefit too! The course will teach you how to setup your own Dubsado account and learn how to maintain it going forward in your coaching business.
Of course you can get someone to set it up for you and teach you how to do it, however if you have the time and motivation you can do it yourself with an online DIY course!
Register your name to hear more about Dubsado Lab right here: https://lee-annebrown.activehosted.co...
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