Latest updates from the Dubsado team
Originally posted: May 7th, 2019
There is no "one" title for this update. Just a bunch of littler updates with a few bigger ones at the end relating to emails and easy rescheduling ;)
We made some text changes within projects. Anywhere it said "jobs" before, it now says "project". This way it can relate to both jobs and leads. No functionality has changed here.
Just a few examples of what the changes look like:
We have updated the canned email search bar to only search the email subject and title. It will no longer search the wording the body of the email anymore. This is so you can have more precise and clean searches.
You can now rearrange the order of your scheduler templates by clicking and dragging them around.
We have added the ability on the SCHEDULER >> TEMPLATES page to see the full title of the scheduler if it is cut off. Simply hover over the scheduler title to see more.
We noticed that some users might have been using the feature wrong. Within the scheduler template under the basic settings there is a "Once booked, show me as" text. This means, once someone books that slot on your scheduler, would you like it mark you as busy (so that no one else can book that slot) or to mark you as available (so that your clients can overlap each other)
There is an added tool tip there to further explain that as well.
Emails, prior to this update, were only brought into Dubsado if they were sent through a project. With this update, as long as the client is in your address book any email from them will now be forwarded to Dubsado. So say a client that you have in Dubsado emails you out of the blue or out of thread...that email will now be populated within the system since your email is synced and they are in your address book.
Emails sent this way will only be placed in the Dubsado Inbox when it is initially brought in. You then have the option to assign emails to a project / client via the dropdown in the top left menu.
Gmail is fully launched, but if you are connecting via SMTP it is still in BETA.
This does not remove current functionality and emails sent via dubsado will have their replies populated properly.
You can now send your clients a manual reschedule request. Prior to this update, reschedules had to be done via the confirmation email on the client’s end. Now if the you or your client cannot make the appointment, you can simply can select the appointment on the calendar or from within the project and reschedule. There will be a few buttons on top of the modal: 1) the cancel button on the right (replacing the button that said (cancel appointment) and 2) the reschedule request button. Clicking this button will bring up the email composer with a regenerated email with the reschedule link.
