How to Automate Your Onboarding Process With Dubsado

  1. […] Onboarding is a process that walks new clients through your business processes. The process consists of steps that provide the knowledge and skills clients need to become effective users. This process is vital because it allows plenty of opportunities to build rapport, answer questions, and establish best practices as new clients “settle” into your business process.  […]

  2. […] clients must pay while booking an appointment. Just toggle the invoice setting, and automatically, Dubsado will create an invoice that has to be paid in full before a client can reserve a date for an […]

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