Latest updates from the Dubsado team
Originally posted: May 11th, 2020
Browser Alerts are similar to our Dashboard Alerts (clicking the bell icon), but they have two primary benefits! The first is that they are more apparent and will be shown to you right as an action has happened, once these notifications are enabled. This message will slide in from the upper right corner and alert you without ou having to click on the bell icon or check your email.
The second benefit is that these can alert you even when you are not on a Dubsado page. Since these are set up on a browser, these alerts can be sent at any time you are using your computer. This feature is great for users who want to be made aware of everything that happens within their business right as it happens!
To set up the Browser alerts, go to the Notifications page (Settings>>Notifications). There, you will see a new notification type: Push notifications. In the description of this type, you will see a Subscribe button.
Clicking this button will prompt a message from your web browser to give Dubsado permission to send out these notifications. You MUST allow these notifications on their browser in order to receive our new Browser Alerts. Here is an example message on Google Chrome.
NOTE: If you decline permission for Dubsado to send notifications, you still have the option to set up Browser Alerts at a later time. In order to give that permission, you will need to go into the settings of whatever browser you are using and enable notifications for Dubsado. For Chrome, you can click on the "Lock" icon in the URL bar and update the notification preference from there.
Once that permission is granted, you will be set up to receive Browser Alerts from Dubsado. Like our other Notifications, you will have the ability to customize what actions trigger these Browser Alerts. After you make your selections click Save Changes at the top of the page and you're set!
While similar to other notifications, there are some details about the Browser alerts that should be noted.
When an alert comes in you will be shown three pieces of information. Different web browsers may show the information differently but the same info will all be there.
Like our Dashboard Alerts, clicking on a Browser Alert will take you to the corresponding Dubsado page. This will open up in a new tab of your web browser IF they are logged into Dubsado. If you are not logged in, you will be taken to the login page. Upon logging in, you will be taken to the Dashboard, not the page for the alert.
*****Browser alerts for scheduler appointments (confirmed, rescheduled, and canceled) will NOT redirect to the appointment. This is in line with the dashboard bell alert functionality
Not all web browsers currently support these Browser Alerts. The primary browsers where these will not work right now are Internet Explorer and Safari. Most other commonly used browsers allow for these alerts. The full list can be found here: https://caniuse.com/#feat=push-api
This can be used to set up mobile alerts if a user uses one of the supported browsers on their phone. That you will need to run through the set-up the alerts for each device separately.
*This will not work on iOS devices, even if the user is using mobile Chrome.
Originally posted: April 16th, 2020
We have been gradually making changes to the user interface of our application to prepare for the larger features we have coming down the line. Today, we have released a new look for our Integrations page. This will be making way for our Xero, Wave and Zoom integrations that will be coming later. We just cannot wait!
Originally posted:
The Notification Tab Counter is an additional way to let you know about any notifications within your account.
With the Notification Tab Counter you will see how many notifications you have, even if you are not directly in Dubsado. When a notification is received, the Dubsado web browser tab will update with a counter of all of the unread notifications within the brand.
The "events" that will update this counter will be the same ones that trigger Dashboard Notifications for you in your brand. Updating the any of the Dashboard toggles on the notifications page will also affect this count. In order to clear this count, you can click on the Bell Icon in the upper right corner and click "Mark all as read".
Originally posted: February 27th, 2020
This is a slow roll out. If you don't have it yet, you should soon.
There's no feeling quite like the joy felt when you get little reminders that your business is running smoothly. Contracts being signed, invoices being paid, and appointments being booked are all some of the little victories worth celebrating! As we continue to add new features to Dubsado, the number of notifications you can receive has also grown. Sometimes you feel that you DON'T need to get an email every time Joleena makes a change to the questionnaire you sent her. That's where this new feature can help: Notification Toggles!
With these new options you will be able to customize what notifications you receive from Dubsado! You get so many emails throughout the day and this is a way to help make sure you can see the notifications for what really matters to you!
The notifications page is where you can customize what notifications you receive. The main section of this page is a list of all of the different times you will receive. For each notification, you will have the option to toggle whether or not you receive that notification in-app and via email.
This new page can be accessed via the new Notifications section on the Settings page. These settings are unique in that and edits made on this page are USER specific per brand, meaning that changes you make in your account WILL NOT affect any of your Multi-Users. The same is true for your Multi-Users, their selections will not affect you or any other additional user. The "per brand" aspect means that the settings here will also only take place in the brand to which you save them. If you are have multiple brands in your Dubsado account, the notifications settings will have to be set for each one. You can have different settings for any brand.
As part of the feature, we have added an additional email field: the Notification Email. This is the email where your selected notification emails will be sent. Previously the Brand Email, which can be set in the Branding Section on the Settings page, doubled as the email where notifications were sent. With the additional option of having your Multi-Users receive their own notifications, a new email address will now be collected.
In order to keep current functionality, any existing Dubsado account will have this Notification Email automatically populated with the existing Branding Email so that notifications continue to be sent to your chosen email address. This will only take place for the Owner of the account. Any additional user, Admin or Basic User will have their Login Email populate as the Notifications Email. These users will not receive email notifications until they enable the Emails further down the page.
Any Dubsado user created after Feb 28, 2020 will automatically have the Login Email default as this Notification Email.
To recap there are three distinct email fields used for various purposes:
Moving to the main purpose of this page! The main section of this page will be the list of the different notifications where you can set your notification preferences! The list is broken down into different sections based on different features in Dubsado that could trigger a notification.* Within each section you will see all of the different events when a notification could be sent. This toggles on the left of each event allow you to choose whether or not you receive a notification for that event.
*The Brand owner and any admins of a brand will see a list of all possible notifications broken down these sections. Basic users of a brand will only see the sections they have access to based on the permissions given to them by the owner/admin of an account. Basic users will not receive any notifications for events to which they do not have permission to view.
After you choose what notifications you wish to receive and press Save, you will start to receive notifications for only the events you have enabled. If no changes are made, you will continue to still receive notifications based on default settings. Depending on what role you have within a brand will determine the different Notification default settings.
Brand Owner
Both Dashboard and Email notifications are enabled for all events.
Admin User
Dashboard notifications are enabled for all events. Email notifications are disabled for all events.
Basic User
Dashboard notifications are enabled for any event that a user's permission permits. Email notifications for those same events are disabled.
When an event triggers a notification, each user within the brand that has a notification for that event enabled will receive that notification. Notifications are no longer shared across the brand allowing for different users to clear out any notification separately from the other users.
In addition to the Permission based restrictions, basic users will also only receive notifications for projects to which they are assigned. If a form is filled out in a project not assigned to a basic user, they will not receive a notification even if the alert for when a form is complete is enabled.
As we continue to add new features to Dubsado, the list of Notifications will continue to grow! We also hope to add new ways for you to be notified in the future! As we add to this list, we will make sure to keep everyone in the loop!
Originally posted: February 26th, 2020
One of Dubsado's fun, secret feature is the ability to schedule an email to go out a later time. When in a project, you can draft an email and click on the arrow next to the Send button to select when you want the email to actually be sent. We have updated this feature a bit so that you can now also schedule email replies!
*Note that the Send Later option for emails is only available on emails assigned to a project and not available in the address book.
If you know how to schedule out emails within a project, then you already know how to do so for email replies! The option to send later has been added directly into the reply composer itself Next to the Send button you will see an arrow. Clicking this arrow will bring up three preset options for when the email will go out: 3 hours from then, 9AM the next day, or one week later.
Selecting any of these option will create a one-action workflow that will send that email out. If you wish to adjust the time that the email is sent, you can do so by editing that "Delayed Email" workflow within the project.
If, for whatever reason, you wish to delete an email thread that has a scheduled reply, you will still have the option to do so! When you do so, you will see an additional warning to inform you that the email is still scheduled to be sent. Deleting the email thread will NOT stop that reply from being sent. To cancel the reply, you will need to archive that one-action workflow within the project.
Originally posted: February 25th, 2020
You now have the option to take your client an external page after they book an appointment using a Dubsado Appointment Scheduler. This is especially useful if you have have additional steps for your client after they book an appointment with you. You can redirect your client to a helpful page to give them more information after they book, it can be used to set up conversion tracking for your site, or you can have your clients check out your brand new merch store after they book an appointment 😉
To set up the custom redirect page, head over to the Advanced section of the Scheduler editor. There, you will see a new option labeled "Redirect URL". Enter in the URL of the desired page in that text box, click Save and you are set! When someone books an appointment using that Scheduler, they will be taken to that redirected URL rather than the regular confirmation page.
When someone books an appointment using that Scheduler, they will be taken to that redirected URL rather than the regular confirmation page.
There are some things to note if you do choose to redirect to another page:
Originally posted: February 25th, 2020
We've made another update to have everything you send through Dubsado match YOUR branding. We have updated the "Reschedule Appointment" button so now matches your brand color. All other Dubsado buttons appear in that brand color currently. To demonstrate this, we have updated our brand color to a nice shade of fuchsia!
To update this button color, you can head to the the Settings>>Branding and choose your color in the "Color (form/link buttons)" section. Do note that this will change ALL of your Dubsado buttons to this color!
Once it is updated, the "Reschedule Appointment" button that appears in your Appointment Confirmation emails will match that color. This change will also take affect anywhere you use the "Appointment Reschedule Button" smart field!
Originally posted: February 24th, 2020
When adding a link to an email, you now have the option to add it as a general hyperlink or turn it into a button similar to the button that appears on an email when you send a form or invoice in an email. Like those buttons, the color of new hyperlink-button will match the Brand Color you have set up in your Brand Settings.
There are two ways to add in the button to your emails. When drafting a new email, whether it is within a project or when making a canned email template, you will see that the existing "Add link" option has been updated to "Insert Link or Button. The option itself can be found under the Formatting Options in the email composer
Option 1: The first way to add the new button is click Formatting Options>>Insert Link or Button and then enter your URL and the Button Text you wish to show.
Option 2: If you already have text hyperlinked text in an email, you can easily change that to a button by clicking on that link selecting Style and then Button. You can transform the link this way if you want to quickly update all of the links in your email!
Any questions, feel free to shoot us a chat or email, hello@dubsado.com.
Originally posted: February 12th, 2020
This is a smaller update that is preparing for a new feature coming out soon! User and Brand Settings are combined onto a singular Settings page accessed via the Gear icon at the top of any Dubsado page.
On this new page, the User Settings (Login, Billing, and Affiliate) will appear below the existing Brand settings. The two settings types will be referred to as "Account Settings" and "Brand Settings".
No functionality is changing here, YET. Just making way for a feature we have upcoming up here very soon! :) Cannot wait to share more!
Originally posted: January 5th, 2020
We added to our Zapier integration last month, with those additions, subsequently, we had to remove the Custom Mapped Field info from Dubsado in your Zaps. I am excited to tell you today that we added Custom Mapped Fields back as an option in your Zaps.
Now you will see options for Custom Mapped Project Fields and Custom Mapped Client Fields.
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Zapier is an online automation tool that connects your favorite apps, such as Gmail, Slack, Mailchimp, and over 1,500 more. You can connect two or more apps to automate repetitive tasks without coding or relying on developers to build the integration.
With Zapier, users can create automated workflows, called Zaps, to connect Dubsado with other apps that support Zapier. Zaps have two main components, triggers and actions. A trigger is a specific event in an app that starts the Zap. Once you set up a Zap, Zapier will monitor the trigger app for that event and bring in custom data when it occurs. For example, with Dubsado's New Lead trigger, when a new project with a lead status is created in Dubsado, the Zap will start and pull in the client's name, email, and other information that you mapped when setting up the Zap.
The second part of the Zap is the action. An action is an event that takes place in another app once the Zap is triggered. The action can use the data pulled in by the Trigger. Let's say you set up a Zap with Dubsado's New Lead trigger and add Trello's Create Card action. You'll be able to add the client's contact details from Dubsado to the new Trello card... automatically!