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$67 — access the checklist

Set up your Dubsado—the right way—the first time with the help of this step-by-step checklist.

Dubsado Setup Checklists

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.

option 2

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.

option 1

Currently setting up your Dubsado? You have two options… 

The Dubsado Setup Checklist will keep you on track throughout the entire process, so there’s no questioning what comes next.

dubsado setup checklist, please!

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.

Who wouldn’t want option 2? Ease is always best.

Get your Dubsado up and running easily and quickly… Because there’s more to life than the daily grind.

these are perfect for you if:

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.

give me both!

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
Workflow planning
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:

What's inside the Dubsado Setup Checklist?

i need the checklist!

How do I access the checklist?

Frequently Asked Questions

Upon purchase, check your email for a link to log into your dashboard. If you’re already in one of my programs or have purchased a resource, and you use the same email to purchase this digital product, you’ll see your new access point inside that same dashboard.

How long do I have access for?

You’ll see the Dubsado Setup Checklist in your dashboard for 1 year from the day that you purchase. If you need these resources for longer, all are available for download or to be saved to your own ClickUp account.

Does this come with training too?

Yes and no. This resource is mostly about the setup checklist and how to best use it, and less about the intricacies of crafting a personalised client experience that brings in raving reviews. If you need help with streamlining your processes in general and don’t know how to provide clients with that 5-star experience, keep your eyes open for the next time that Ease Seekers Society opens for enrollment.