If you anything like me, you came to doula work because you felt called to support parents and families in and around birth.
But, the running a business part - that part was COMPLETELY foreign to me.
Today, I'm going to share a bit with you about a tool I've found so helpful in keeping my little business running smoothly - Dubsado.*
Now when I say tool, you could think of, say, a can opener or a power saw, and Dubsado is most certainly the latter.
So what is Dubsado? Dubsado is a client management system that seamlessly puts together client inquiries, intake forms (they call these questionnaires), service selections (they call these proposals), contracts, invoicing, and scheduling.
Do you struggle with getting contracts signed, consults scheduled, or invoices paid? Dubsado can significantly lighten your load, allowing you to automate your workflows. The path from scheduling a consult, filling an intake form, selecting a package, signing a contract, and paying an invoice can all flow automatically.
Do you spend significant time crafting emails that essentially say the same thing again and again? Dubsado's canned email feature can save you a ton of time. You still have the option to customize and edit before one goes out, but having a blueprint to follow can be an amazing help.
Do you want to keep all your client information organized and easily accessible no matter where you are? Dubsado makes that possible keeping all client emails, forms, appointments, and payments together in one tidy and easy to navigate client file. I love that I can access it on the go, no matter where I am, making it easy to pull up my appointment schedule, a client's preferences for in-home overnight support, and more.
Do you want to streamline communication with your clients and make it easy for them to access all client materials? You guessed it - Dubsado does that, too. The client portal feature give clients a clean, professional user interface to represent your brand.
That said, Dubsado does require some time and effort on your part to set up forms and workflows - but these are infinitely customizable so they can truly reflect your brand. And, they offer tutorials as well as extremely responsive customer service, so if you find yourself a bit confused, help is just a chat box away.
Want to give it a whirl? When you sign up, Dubsado let's you experiment with three client leads for FREE without a time limit. That means you can take your time setting things up and exploring the platform before you commit. And, when you are ready, you can use my affiliate code nestedmama to save 20%.
All in all, Dubsado let's me spend less time on the mundane business aspects and MORE time with client support - and isn't that what we all want in the end?
*This post includes affiliate links for Dubsado.
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Johanna received a Ph.D. in English in 2014. Now a postpartum doula and educator of childbirth, breastfeeding, and infant sleep, she blogs about pregnancy, birth, postpartum, and parenting.