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:

• Dubsado* dubsado.com/?c=shoupcpa
• Watch the Full Tutorial: See the new 3.0 interface in action over at https://youtu.be/zQoyrql1k6k
• Dubsado Decoded: Our signature course co-created with Dubsado Specialist Kendra Courtney. Get your firm's proposals, contracts, and workflows set up correctly the first time. dubsadodecoded.com
• Free Audio Series: Want more tips on streamlining your bookkeeping business? Listen to our free series here: ambitiousbookkeeper.com/ddpodcast
• Dubsado Decoded for Bookkeepers & Accountants: dubsadodecoded.com

*Affiliate link