dubsado Workflow Templates by a dubsado certified specialist

THE WORKFLOW
collection

Dubsado Flow Kits that map your whole client journey: workflows, forms, emails, and the course to set them up. Built by industry, with industry experts.



Shop flow templates

Here's the truth:

Workflows determine whether your business feels chaotic or controlled.







Our workflows replace scattered processes with intentional systems, connecting forms, communication, and implementation into one cohesive flow.



















Inside every kit

What’s inside each Dubsado Flow Kit

A Flow Kit is a set of Dubsado workflow templates, forms, and emails built to work together for one industry. Each piece is named, ordered, and connected before you set up anything in Dubsado.

  • Workflows Your client process as ordered Dubsado workflows, from inquiry to the final action after delivery.
  • Forms and emails Code-free form templates and a drafted email for every automated step, connected to the workflows that send them.
  • Setup guidance Step-by-step guidance for building the kit in your account, plus training where it applies.

Shop by industry

Dubsado workflow templates, by industry

Each kit maps one kind of business from first contact to close. Select a kit to see every workflow, form, and email it includes.

Photographers

Kits for wedding, portrait, mini session, and in-person sales photographers.

Creative and event businesses

Kits for web designers, social media managers, wedding stationers, and mobile bars.

Kit or custom map

A Flow Kit or Dubsado Alchemy?

Both give you a mapped system before you build. The difference is whose process it starts from.

  • Choose a Flow Kit When your business matches one of the industries above. The workflows follow that industry’s client path, and everything arrives ready to set up.
  • Choose Dubsado Alchemy When your process is your own. Answer a guided intake and get a build-ready Workflow Map for your services in Dubsado Alchemy. The first map is free.
  • Not sure yet Read how to map a Dubsado workflow before you build it, then decide which starting point fits.

How it works

From purchase to a running system

Plan on several focused hours to set up a kit. Starting from Dubsado workflow templates that are already mapped is significantly faster than building from scratch.

  • Review the map Read through the kit so you know every workflow, form, and email, and where each one fits.
  • Build in order Set up the forms and emails first, then the workflows that send them, following the setup guidance.
  • Customize and launch Adjust the language, branding, and settings to your services, then run a test project before the first client.

From the Learn library

Read before you build

Photographers

Weddings, portraits, minis, and IPS. Whatever you shoot, the workflows are covered.







Social Savvy makes sure social media managers have all their form and flow bases covered - from onboarding to offboarding!


From inquiries to final proofs, Elisabeth Stuckey Design delivers best practices tailored for custom stationers.












Social Media Managers

Custom Stationers

Flow Kits by industry

Shop the Kits →

with Cait Potter Creative

$97–$447

With Social Savvy

With Elisabeth Stuckey Design

Shop the Kit →

$347-$447

Shop the Kit →

$347-$447

Built with industry experts

Mobile Bars

From bookings to last call, Mobile Bev Pros covers everything mobile bar owners need to know to keep business flowing.







From first inquiry to site launch, Katelyn Dekle of Launch the Damn Thing® brings proven processes tailored for custom web designers.

You bring the industry expertise. We design a fully built client experience ecosystem for your audience and handle implementation. Together, it becomes an asset that earns after launch.













Web Designers

Become a Flow Kit partner

Shop the Kits →

With Mobile Bev Pros

$97–$447

With Launch The Damn Thing

Don’t see your industry?

Shop the Kit →

$347-$447
Apply

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

Generate your map
Learn More

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

Access now

About the workflow collection

At Forms & Flows, we design Dubsado workflows with intention. These aren’t just automations. They’re structured systems built to replace scattered processes, guide every stage of your client journey, and create a business that is designed to scale.