236 | Take back your time with Dubsado 3.0

Stop letting your calendar run your life! In this episode, Serena dives into the brand-new Dubsado 3.0 (Beta) to show you how to protect your time and professionalize your client onboarding. Whether you’re a bookkeeper, accountant, or small business owner, learning how to automate the "back-and-forth" of scheduling is the fastest way to reclaim your sanity.

In this episode, you’ll learn:

• The Power of the Scheduler: How to use the new 3.0 interface to set up custom meeting types with automatic Zoom or Google Meet links.
• Protecting Your Energy: Using buffer times and booking maximums so you never feel "back-to-back" again.
• Qualifying Leads: How to attach intake questionnaires to your booking link to ensure you have all the info you need before the call starts.
• Paid Discovery Calls: A simple trick to prevent "ghosting" and ensure potential clients are serious about working with you.
• The "New Client Guide" Strategy: Why redirecting clients to a custom thank-you page or Canva guide after they book can set the stage for a premium experience.

Resources Mentioned:

• Dubsado* dubsado.com/?c=shoupcpa
• Watch the Full Tutorial: See the new 3.0 interface in action over at youtube.com/@ambitiousbookkeeper.
• Dubsado Decoded: Our signature course co-created with Dubsado Specialist Kendra Courtney. Get your firm's proposals, contracts, and workflows set up correctly the first time. dubsadodecoded.com
• Free Audio Series: Want more tips on streamlining your bookkeeping business? Listen to our free series here: ambitiousbookkeeper.com/ddpodcast
• Dubsado Decoded for Bookkeepers & Accountants: dubsadodecoded.com

*Affiliate link

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Transcript

1:05

If you're feeling like your calendar is running you instead of the other way around, whether you're balancing kids at home, a side hustle, or you're just ready to stop the endless back and forth email chain just to book a simple discovery call or a 30 minute call with a current client. This episode is for you. I'm Serena Schoup, your host of the Ambitious Bookkeeper Podcast, and today we are diving into one of my absolute favorite tools for protecting your energy and your time, and that is Dubsado. But not just any version. We are going to take an exclusive inside look at the brand new Dubsado 3.0, which is currently, as this is released still in beta, I am going to be pulling back the curtain on how to set up. An automated scheduler that does the heavy lifting for you. So we're talking setting specific buffer times so you can actually have a minute to breathe and prep between calls, creating an intake questionnaire, which if you've been around for any amount of time, you know this is. Really, really key in making sure you get the right quality leads before they even get on your calendar and even knowing how to set up paid calls to ensure your time is respected. Now if you want to skip the trial and error of setting all of this up yourself, I've got you covered. I have collaborated with a Dedo specialist, Kendra Courtney, to create Dubsado Decoded, which is the course that is designed specifically for bookkeepers and accountants to set up their onboarding system. Um. From intake form to proposal to engagement letter and invoicing, you can do this all within Dubsado for around $35 a month, depending on which plan you're on, and you can find all the details for that course at Dubsado decoded.com. The link is also in the show notes. If you're not quite ready to dive into the full course, but want more tips on streamlining your firm, we've put together a. Free audio series and you can grab that@ambitiousbookkeeper.com slash DD podcast or just click the link in the show notes. Uh, but first I want to show you the new 3.0 scheduler features in action. And so I've recorded a full deep dive tutorial where I walk you through the new beta interface and share the exact. Um, new client guide strategy that I use to prep my clients before we even meet. So to watch that go over to youtube.com/ambitious bookkeeper. And while you're there, go ahead and subscribe so you don't miss any of the YouTube specific videos that we are dropping, like I mentioned last week or the week before. Um. Anytime I have a YouTube specific video, I'm gonna be coming here on the podcast and dropping a short little summary of what to expect in that video so that you can go watch it if you want, instead of putting the audio of a screen tutorial on the podcast platform. Um. So right now you can go over to YouTube and watch the full walkthrough. Click the link in the show notes and let's get your workflow set up in Dubsado. So I will see you over there. I.