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Get Started With Dubsado

Learn the in's and out's of this fantastic software!

Your Instructor


The Virtual Savvy
The Virtual Savvy

Class Curriculum


  INTRODUCTION
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  Welcome
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  TRAINING #1: The Dubsado Dashboard
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  TRAINING #2: Setting up your Brand Settings
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  TRAINING #3: Setting up your Template Forms (Contracts, Sub-Agreements, and Questionnaires)
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  TRAINING #4: Setting up your Packages
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  TRAINING: #5.1: Setting up your Proposals (clients picking their own packages)
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  TRAINING #5.2: Setting up your Proposal (in a quote like form for more customized clients)
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  TRAINING #6: Building and Setting up Your Lead Capture Forms
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  TRAINING #7: Canned Emails
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  TRAINING #8: Tax Items
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  TRAINING #9: Workflow
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  TRAINING #10: Payment Schedules
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  TRAINING #11: Using "Jobs"
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  TRAINING #12: Client Portals
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  TRAINING #13: Using "Leads"
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  TRAINING #14: Calendar Sync
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  TRAINING #15: Task Boards
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  FB LIVE
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  Dubsado LIVE Workflow Training
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Frequently Asked Questions


When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.

This course is not open for enrollment.