Here on the blog, you will find tips and tricks to help you work less, make more, and impress your clients—creating lasting contacts. 

Blog to Help Businesses Improve Their Client Experience & Processes 

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Client Experience

Dubsado

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Why create a customer relationship management plan before you setup your CRM? If you’ve ever opened your CRM only to stare blankly at the dashboard wondering, “Where do I even start with my customer relationship management system?”-You’re not alone. Most people don’t know how to plan their client experience and translate it into tech. You’ve […]

How a Customer Relationship Management Plan Brings Clarity and Confidence to Your HoneyBook or Dubsado Setup (it Also Saves Hours)

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Tired of manually setting up Google Drive folders for every new client? This post walks you through how to automate the entire process using Zapier and Dubsado—so folders get created, shared, and even emailed to you without lifting a finger. Say goodbye to repetitive admin work and hello to a smoother, more professional client onboarding experience.

Zapier Tutorial: How to Automatically Create and Share Google Drive Folders with Dubsado

Dubsado Tips

Don't wait for a disaster to get a legal photography contract

Essential Elements to Look for in Your Contract Written by: Paige Griffith JD – The Legal Paige Running a wedding business is a blend of creativity, passion, and service. But every successful client relationship starts with a solid, legally-sound contract. Having the right professional contract in place saves you from unforeseen risk and liability. No […]

Why a Professional Contract is Essential for Your Wedding Services Business

Dubsado Tips

Wondering whether to use Aisle Planner or HoneyBook? The truth is, you don’t have to pick just one. In this post, I’ll show you how savvy wedding pros integrate both tools—using HoneyBook for contracts and onboarding, and Aisle Planner for planning and design—to create a seamless, stress-free experience for their clients.

Aisle Planner vs. HoneyBook or Dubsado: How Wedding Pros Can Use Both to Elevate Their Workflow

Aisle Planner

Wondering if Dubsado is right for your wedding business? From streamlining inquiries to sending invoices in your sleep, here’s how this CRM can help you ditch burnout, wow clients, and finally reclaim your time—with real stories from pros who’ve done it (plus a sweet 30% discount to get started).

What Is Dubsado? And Is It the Right Fit for Your Wedding Business?

Dubsado Tips

Your invoice shouldn’t feel like a generic receipt—it’s an extension of your brand and a chance to reinforce the client experience. In this post, you’ll learn how to customize invoices in Dubsado so they feel warm, on-brand, and clear—like adding personalized header and footer messages, branded packages, and flexible payment links your clients actually use.

How to Customize Invoices in Dubsado (Without Making It Complicated)

Dubsado Tips

Contracts aren’t just boring paperwork—they’re powerful tools that protect your business and your peace of mind. In this post, I’m sharing real stories from my own experience where a solid contract saved me from sticky client situations. If you’re a wedding pro who wants to avoid misunderstandings, set clear boundaries, and look professional at every step, this one’s for you.

Why Every Photography Business Needs a Solid Contract (And How Mine Saved Me From a Mess)

Dubsado Tips

Don't wait for a disaster to get a legal photography contract

Looking for a way to elevate your client experience and bring in extra income—without adding more to your plate? In this post, we’re diving into how photographers can use affiliate marketing to not only share helpful, trusted resources with their clients but also create a more seamless, value-packed journey from inquiry to delivery. If you’re ready to boost your photography business and your bottom line, this one’s for you.

How Affiliate Marketing Can Enhance the Client Experience for Photographers

Client Experience

If you’re a service provider using Dubsado, Stripe Instant Payouts can help you get paid in minutes instead of days. In this post, I’m breaking down why I ditched PayPal, how Stripe ACH payments save you money, and what settings you need to start getting paid faster—no tech headaches required.

How to Use Stripe Instant Payouts to Get Paid Faster in Dubsado

Dubsado Tips

Stripe Instant Payouts can help improve cash flow

Sending invoices doesn’t have to be stressful or time-consuming. In this quick and clear guide, you’ll learn exactly how to send an invoice in Dubsado—step-by-step. Whether you’re brand new to the platform or just want to make your invoicing process smoother, this post will help you get paid faster and create a seamless client experience.

How to Create and Send an Invoice in Dubsado

Dubsado Tips

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