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Dubsado Basics: How a Smart Scheduler will Change Your Business for the Better
When you’re a solopreneur juggling a million things at once, it’s inevitable to forget some tasks. You can always list your to-dos the old-fashioned way or you can turn to a reliable scheduler to keep you on top of your projects.
One of the most reliable schedulers right now is Dubsado. What can you expect from this tool and how can it help grow your business? Let’s discuss!
What is Dubsado?
Dubsado is a business management tool that’s designed to help solopreneurs and small businesses schedule appointments, connect with customers, and streamline workflows for a smooth business operation. It’s a great tool to get if you constantly lose track of your core tasks because you’re overwhelmed by small, repetitive tasks. Dubsado lets you create workflows so you can stay on top of any project from start to finish!
Why Get a Scheduler?
Think you don’t need a scheduler? Businesses of any size need one and once you get a scheduler, there is no looking back. Here are just a few of the many reasons why you should get a scheduler like Dubsado:
Better Time Management:
Scheduling systems like Dubsado keep your tasks organized so you can get more done in half the time. You know how it is with small, repetitive tasks, these take a huge chunk of your time to complete. With a scheduler, every task on your to-do list is ticked, saving you more time to focus on your core business. Also, you’ll know what tasks and projects are lined up in the near future, allowing you time to prepare. You can also assign and reassign projects to different dates or team members, if you have any, to keep your workflows organized.
Prioritize on Major Projects:
Don’t let small tasks lead to project delays and disappointed clients! When you’re dealing with too many things at once, it’s easy to forget that you have a deadline coming. Dubsado makes it easy to prioritize important tasks, track deadlines, and focus on pressing activities to keep your clients happy. If you have a mountain of tasks to complete with not enough time to get them done, it’s a good idea to get a scheduler to maintain your work quality.
Better Efficiency:
When you’re on top of your tasks, you’re more efficient at work. Building a business empire isn’t easy especially when you’re doing it on your own. Using a scheduling system allows you to get more things done, track projects, meet deadlines, and connect with people that matter, on the go. Smart schedulers like Dubsado can be accessed on your smartphone so you’ll never miss any chance of being productive at work wherever you are.
And if you’re working on a team, your staff can stay on their own work assignments through their phones too. You can keep in touch with your team members and track workflows anytime.
Increase Profits:
A structured workflow enables you to complete a project on time. When projects are completed on time, clients are happy and your credibility grows. Before you know it, you’ll earn more than you ever thought possible. A scheduler is a practical and powerful tool if used to its fullest. Whatever financial goals you may have for your business, you’ll reach them in time if you’re being smart about where and when to spend your precious time on.
How to Set Up the Dubsado Scheduler
With Dubsado, you can customize everything from appointment dates to the location or time it takes between appointments. You can even charge for your appointments! If you’re using Dubsado, here’s a quick walkthrough into setting up the scheduler feature:
Create a scheduler template by going to: Templates > Scheduler and clicking “Add Template.” You’ll be presented with these basic appointment options:
- Appointment name
- Appointment duration
The appointment name will be viewed by the client and you get to choose how long you want every appointment to be. Below the appointment name and duration is the “When can this appointment be scheduled?” field. You have different options for this field:
- “Rolling day” to specify the number of days to an appointment. This option prevents clients from booking too far out.
- The “Fixed Range Date,” on the other hand, lets you set a range of dates of availability so the client could simply choose the most convenient time for them.
- The “Indefinitely” option lets clients book as far out as they like.
What times are you available?
In this field, you can set different time slots for your availability for appointments. You have the option to set the availability for the next few days to several weeks. What makes Dubsado different from other schedulers is that it can connect with your external calendar to avoid any overlap in the availability dates.
If you have certain dates set on your calendar, Dubsado will sync with your calendar events and block out certain periods so clients won’t book these dates. To edit the availability period, click on a specific date, adjust the time slots then apply the changes.
Location: This field presents the link, address, or geographical info of the appointment.
Email: This features the email address that comes with the sending of the scheduler if sending a direct link.
Owning and running a business can be challenging especially if you’re doing everything on your own. A helpful tool like a Dubsado scheduler takes some repeated tasks off your hands so you can do more. This nifty tool lets you track any schedule and organizes your work assignments on autopilot! Try it today and start streamlining your workflows.
[…] you're using a business management software like Dubsado. In that case, you can automate the scheduling for you by setting the calender under its built-in […]