Walk Through

mini session

let me help you setup your account via zoom

Join me on zoom and together we will set your account up in no time at all

This mini-session is brilliant for the business owner who just needs a little helping hand to set up their own account without the cost of a full setup.

I will talk you through the setup on Zoom, helping you set up your branding, and integrate your email and calendar. We will set up your Client Portal, your Affiliate link and I will even help you add your domain.

Once your account settings are all done, I will help you gain confidence in Dubsado by showing your around the functions.

Save My Spot

in this mini-session we will cover

Settings

We will work through all the settings, from start to finish. Starting with Branding and finishing with setting up your affiliate link. This will include adding your domain and integrating your email, calendar and video conferencing.

Show you around

I will show you where to add your email templates, and canned emails (if you have your content ready we can add a couple). Discuss the packages and payment plans. Plus help you understand the scheduler.

Forms

We will also have a look at the different forms you will need to set up and I will show you how to design a basis form so you will feel ready to start designing once we come off our call.

The session will be recorded and a copy of the recording will be sent to you after the session