Rebooking Clients in Dubsado

Rebooking clients Dubsado

Do you offer services that a single client can book over and over again?

Services like:

  • 1:1 Coaching

  • Consulting

  • Virtual Assistant Services

I find Dubsado to be more organized for rebooking clients than some other CRMs, especially the ones that make you create a new project every time someone rebooks you.

So, what makes it so much easier in Dubsado? You never have to create a new project, unless you choose to! Here are the features that allow for this:

1. Set Recurring Invoices

If your client plans on working with you for the foreseeable future, recurring invoices ensures that the client is billed automatically at the time interval of your choosing. The client even has the option to set up autopay.

2. Add Additional invoices

You also have the option to send as many additional one-time only invoices as you need, while still keeping it under the same project.

3. Send Sub Agreements

Only one main contract can be applied to a project at a time, but there can be unlimited sub agreements. Include any new terms here to have your client sign and still have your bases covered as you continue working together.

4. Upload Old Contracts

What if you have a contract that was signed before using Dubsado? You can still upload it under the project as the main contract for easy reference.

5. Client Portal for All Shared FIles

Uploading all the files you share with clients to the client portal keeps everything all in one place and is a one-stop shop for your clients to access everything they need without sifting through old emails.

How are your client projects organized?

Randi Lingley