The Working Smarter Journal

The saying is cliche' but working smarter not harder is something that all small business owners can get better at. The Smarter Creative blog curates tips, tricks, and training to serve your creative small business.

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Change Wording of Dubsado Navigation Tabs

Dubsado

This guide is going to show you how to customize Dubsado’s navigation tabs to change what the top of your Proposals say. So instead of “Proposal, Contract, Invoice” it can read “Booking Form, Agreement, Invoice” (or whatever you’d like!) I’ll walk you through the process step-by-step to help you personalize your Dubsado Proposal experience to […]

Keep your Emails out of Spam and in Inboxes

Hey there, my savvy entrepreneurs! It’s Lauren, and boy, it’s been a minute since we caught up. Life gets crazy, right? But here we are, back in the groove of things. Quick reminder – you’re part of this incredible community because we’re all about making life easier for busy creative small business owners, especially when […]

How to plan your day effectively

A couple of weeks ago I talked about a new software I’ve been using called Sunsama. Today I’m going to talk a little bit more about it because I’m still super excited about it.  Currency, I do most of my project management and to-do lists inside Notion. Notion is where I keep my content calendar, […]

Stop Paying for Calendly - do this instead!

How your Google Calendar can replace Calendly!! Using the Google Appointment Scheduling in your Google Workspace Calendar. QUICK LINKS: 00:00 Intro | 00:34 What are we gonna use instead | 02:53 Who can use it  | 04:41 Create a Scheduler + Edit Settings | 11:03 Share the Scheduler | 13:45 Use it for MiniSession | […]

HOW TO SEND CONTRACT REMINDERS WITH DUBSADO

One of the best automations in a Dubsado workflow that works for you is a Dubsado contract follow-up after a proposal has been completed. It’s one of my favorite workflows that I put together for my clients.  I’m Lauren with The Smarter Creative. I’m a certified Dubsado specialist and I help creative entrepreneurs work smarter, […]

woman opening laptop with matcha latte on desk with the words "What's new in Dubsado" overtop

Dubsado is constantly rolling out new features – here are the latest new features and how to use them!

Dubsado just released their new Form Builder and it’s got some pretty cool tricks inside of it to up-level your form designs! Learn how to use Dubsado Forms and check out what else has changed inside of Dubsado Forms.

How to choose Honeybook vs Dubsado for your creative small business

It’s the Ultimate Question – HoneyBook vs Dubsado? You may already be convinced: “I get it, Lauren. I need a CRM system, but I don’t know which one to pick.” Today we’re going to talk about two of the top CRM picks for creative entrepreneurs right now in 2022: HoneyBook vs Dubsado.  I’m Lauren with […]

How to Embed a Welcome Video into a Dubsado Form

Technology is the very best. In this post, I’m going to teach you how to use it to automatically (and without being spammy) send your Dubsado lead’s who opt-in to receive your newsletter into your flodesk using Zapier.

This can be done with other tech stacks – but these are my favorites that I use, so I’m gonna teach using them!