1 Dubsado Settings Walkthrough

1 Dashboard & Projects 2 Reporting 3 Calendar, Tasks and Utilities 4 Templates 5 Dubsado Client Portal

1 Editing Canned Emails 2 Editing Forms 3 Updating Packages (in General and for Specific Clients) 4 Editing Workflows for Pre-existing Clients 5 How to Fix Workflow Errors, Pause and Unpause a Workflow, etc. 6 Resetting Your Mini-session Workflow

1 Email Integration 2 Calendar Integration 3 Web Conferencing Integration 4 White Labeling Your Dubsado 5 Connecting Quickbooks (COMING SOON) 6 Connecting Zapier (COMING SOON)

1 Why Should I Test My System? 2 How to Test Your Set Up 3 Managing Your Workflow Tests

1 THIS MODULE IS CURRENTLY BEING WORKED ON

1 How to Edit Canned Emails in Dubsado and Create a Custom Email Signature

1 How to Manually Send Canned Emails 2 How to Schedule a Canned Email to Send Later 3 How to Track Referral Sources 4 How to Check Workflow Overviews 5 How to Use Zapier to Reduce More Work 6 Archiving and Unarchiving Projects 7 Update Your Notification Settings 8 How to Apply a Refund 9 Create and Edit Custom Mapped Fields 10 How to Change the Look of Your Cient Portal Banner 11 Change the Text That Appears on the Buttons in Canned Emails 12 Add Clients to Your Email List 13 Edit Brand Fonts if I Added Them as CSS Code 14 How to Change From Sending a Scheduler Group to an Individual Scheduler (or Vice Versa)

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