Photography Dubsado Expert | Ann Losinski
Photography Canned Emails Dubsado canned emails can be tricky to understand, especially because some things automatically update across Dubsado and other things do not. In this blog post, I want to explain how Dubsado’s canned email system works and what I recommend doing for managing your canned emails inside of Dubsado. What Is a …
Handling Credit Card Fees as a Photographer I’ve seen a lot of comments asking how people handle credit card fees for online transactions lately, and I wanted to talk a little bit about it because I think it’s an important discussion to have. What are Credit Card Fees? Credit card fees are the little …
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Dubsado Contracts Dubsado’s workflow system is super robust and there are so many different things that you can do with them. If you browse through the workflow actions, you will see that there is an option for “After Form Not Completed” however, selecting it will not allow you to watch for the contract completion! Thankfully, …
How to Follow Up Automatically If a Contract Isn’t Signed in Dubsado Read More »
Mapping Out a Client Process When you are mapping out your client process for your wedding photography process it can seem daunting. Especially if you have never actually written out a concrete process. What is Client Journey Mapping? Client journey mapping, in short, is the process that you take your clients through from start to …
One of the most asked questions that I get as a photography workflow expert is which CRM someone should use for their particular business. Specifically, people are typically looking at two very specific CRMs: Dubsado and Honeybook. Although these two systems are very similar in some ways, in other ways, they have very different capabilities. …
Dubsado vs. Honeybook | Best CRM For Photographers Read More »
Linking Your Calendars Together When setting up Dubsado accounts, I realize that when clients have multiple calendars they are trying to sync together, it can be challenging to ensure that they link together properly. In this post, I am going to show you how to link two calendars correctly so that they can both be …
How To Link Together Multiple Calendars for Use in Dubsado Read More »
Wedding Photography Timeline Using custom mapped fields is one feature in Dubsado that many people might not realize is there, but is a feature that can be very powerful in streamlining your workflow. As a photographer, one of the ways I use this feature in my own business is to generate a wedding day timeline …
How To Create A Timeline In Dubsado Using Smart Fields Read More »
Dubsado Mini Sessions Here Are The Steps To Setting Up Mini Sessions in Dubsado: 1. Prep your account by adding “Mini Session” tags.2. Create a lead capture form to gather critical client information.3. Create a Mini Session Workflow with contract reminders4. Create an Initial Booking Workflow5. Attach the workflow to your lead capture form6. Set …