Stop letting your calendar run your life! In this episode, Serena dives into the brand-new Dubsado 3.0 (Beta) to show you how to protect your time and professionalize your client onboarding. Whether you’re a bookkeeper, accountant, or small business owner, learning how to automate the "back-and-forth" of scheduling is the fastest way to reclaim your sanity.
In this episode, you’ll learn:
- The Power of the Scheduler: How to use the new 3.0 interface to set up custom meeting types with automatic Zoom or Google Meet links.
- Protecting Your Energy: Using buffer times and booking maximums so you never feel "back-to-back" again.
- Qualifying Leads: How to attach intake questionnaires to your booking link to ensure you have all the info you need before the call starts.
- Paid Discovery Calls: A simple trick to prevent "ghosting" and ensure potential clients are serious about working with you.
- The "New Client Guide" Strategy: Why redirecting clients to a custom thank-you page or Canva guide after they book can set the stage for a premium experience.
Resources Mentioned:
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