Dubsado is a client management platform for service-based small businesses, particularly in creative industries. It covers the client journey from inquiry to final payment: lead capture forms, proposals, contracts, invoicing, scheduling, workflows and client portals.
A Dubsado proposal can include a contract, an invoice and a payment plan, so clients pick a package, sign and pay in one step. Workflows run multi-step automations when a client submits a form or signs a contract, sending emails, delivering forms, creating invoices and assigning tasks. The scheduler supports bundled appointment options, different durations, buffer time and custom availability rules, and clients book in their own timezone. You can add your logo and brand color, clients see no Dubsado logos on forms, invoices or schedulers, and you can point shared links to your own domain instead of Dubsado’s default one.
Dubsado pitches itself as software for running your whole business, from the first hello with a client to the final payment. Its homepage names photographers, designers, artists, coaches, doulas, virtual assistants, marketing and PR consultants, social media pros, lawyers, accountants and event planners among the people it serves.
Dubsado connects to Gmail, Microsoft 365 or other SMTP email accounts, to Zoom, Google Meet and Microsoft Teams for meeting links, and to QuickBooks Online, Xero and Zapier. Payments run through Dubsado Payments, powered by Stripe, with PayPal and Square integrations as well. For learning, Dubsado offers a self-paced onboarding guide, a help center, walkthrough videos on YouTube, live workshops, weekly office hours and a customer care team reachable by chat or email. Dubsado’s team will rebuild forms you already use elsewhere inside your account through its form migration service, and its Certified Partner directory lets you hire a specialist for help with setup.
Starter covers the core tools with one lead capture form, while Premier adds scheduling, automated workflows and unlimited forms. Both include free extra users, and more users and brands cost extra. Annual billing costs less. Current prices are in the pricing box above.