Free Dubsado Courses, Templates & Tools
Free Dubsado courses, a client portal template, MemberVault code snippets, and your first Dubsado Alchemy workflow map, all from Forms & Flows.
Free Dubsado courses, templates, and tools
Five free ways to start, from a course that teaches the method to a workflow map made for your business. Every one is built the way the paid templates are: structure first, then design.
Map your workflow before you build it
Most Dubsado builds go wrong at the start, when automations are added before the process is clear. This course shows you how to map every step of your client journey first, so each workflow, form, and email has a reason to exist.
What you get
- Map your client process from inquiry to the final step after delivery
- Decide which forms, emails, and workflows each step needs
- Spot the steps that should be automated and the ones that should not
- Walk into Dubsado with a plan instead of a blank screen
Stop settling for default Dubsado forms
Learn to style your Dubsado proposals, contracts, and questionnaires with CSS, so clients see your brand at the moment they commit. No coding background required, and every change is shown step by step.
What you get
- Change colors, fonts, spacing, and layout in your own forms
- See where the code goes and what each line controls
- Build a form that feels like the rest of your brand
- Use what you learn on every form you send
A client portal that guides clients
A ready-made guide and template for setting up a client portal in Dubsado, so clients always know where to go and what to do next, without a stream of questions in your inbox.
What you get
- A portal layout you can copy and make your own
- Guidance on what to put in the portal and in what order
- A calmer client experience from booking to delivery
Try the snippets first
A small collection of CSS snippets for your MemberVault portal. Add a few, see how the design layer works, and decide whether you want a full template before you spend anything.
What you get
- Copy-and-paste snippets for the most common styling changes
- Edited inside your own MemberVault, with nothing to install
- A low-risk way to see how a Forms & Flows design is built
Your first workflow map is on us
Answer a guided intake about how your business runs, and Dubsado Alchemy returns a complete Dubsado workflow map: every workflow, trigger, email, form, scheduler, and payment plan, drafted and placed in order. Your first map is free.
What you get
- A guided intake built around your business and your process
- Every workflow, trigger, and email drafted for you, in order
- Built by a Dubsado Certified Specialist, applied to your services
- No template to adapt, because the map is made for you
From free to your first build
Open the course, template, or tool that fits what you are building.
Open it in the shop and sign in, or create an account if you are new.
When you want the full design, the templates and Flow Kits pick up where the free pieces left off.
Client Experience, Built With Intention
Structure behind every step.
Every workflow connects. Every form serves a purpose. Your client experience shouldn’t be patched together. It should be built with real structure, to scale.
THE bestsellers
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Your process, refined into complete Dubsado workflows, architected by a Certified Specialist.
Our first piece of software. Answer a guided intake about how your business runs, and Dubsado Alchemy returns a complete, build-ready Workflow Map: every workflow, every trigger, and every email, form, scheduler, and payment plan, drafted and placed in order. Not a template you adapt to fit. Your process, mapped.
Dubsado Alchemy
The Original
Flow Kits
Not just templates. Complete client experience ecosystems.
Each Flow Kit combines strategic workflows and brand-forward forms into one interconnected system - built to replace scattered processes with structure that scales.
Your client portal should feel like a clear, organized home base, not a place your clients have to figure out on their own. This ready-to-use form walks your clients through exactly what they’ll find, where to go, and what to do next so your system actually supports them instead of creating confusion.
Free Dubsado client portal guide template
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