*GST applies for Australian Customers
Set up your Dubsado—the right way—the first time with the help of this step-by-step checklist.
Follow clear, step-by-step instructions designed by someone who’s seen the backend of a lot of Dubsado accounts for all kinds of businesses, which means no detail is left out. Consider this the fast track because you don’t have time to waste.
Sit in the overwhelm as you try to piece together bits of information you found on the internet, most of which is incomplete or just doesn’t check all the boxes. Even if you do manage on your own, it’s probably going to waste more time than necessary along the way.
And this isn’t just a quick overview of everything that needs to happen, but a granular breakdown of every single piece. Beyond that, all the steps are laid out in the order that I recommend for all businesses—following the efficient process that I created after years of setting up client accounts. Trust me when I say that no one else does it quite the same.
If you’ve attempted to set up your Dubsado before, but didn’t get very far because the overwhelm set in, or if you haven’t even bothered trying yet, this is a good place to start. Consider the Dubsado Setup Checklist the central tool in this project that will help you get organised and identify all the moving pieces that need to be created and implemented inside your account before you can start moving clients through.
Clients pay you to set up Dubsado for them. These aren’t meant for commercial resale in the form of done-for-you services or digital products.
You struggle with tech, and worry that pressing the wrong button inside Dubsado is going to make it all far apart. In that case, you might want to wait for the full support of Ease Seekers Society.
You don’t actually have the time to sit down and plug the pieces in. If you can’t carve out a few hours over the next week or so, maybe talk to me about done-for-you Dubsado setups instead.
You’ve had Dubsado for a while, but feel guilty about how much you spend on it each month when you aren’t using it to its full potential.
You’re a bit of a tech nerd like me and feel comfortable using the platform solo, but want to save time on the learning curve by getting your hands on a proven and efficient step-by-step process.
You’re a service-based business DIYing your own Dubsado setup. Aka personal use only within your business.
Optional: The Dubsado Setup Checklist pairs well with the Customisable Workflow Library.
Want both? Get them for a bundled price.
Editable ClickUp and PDF versions
Account setup basics
Forms and templates to create
Building and testing workflows
Dubsado launch prep
Video tutorial walking you through how to best use this resource.
The Dubsado Setup Checklist: