Originally posted: December 11th, 2018

Two great updates for you today!

1. Appointment times are now reflected in the client’s time zone when they are selecting an appointment, on reminder emails, and on confirmation emails. Everything will be geared in their timezone they booked in.
   ​
2. Workflow trigger dates are now adjusted when an appointment is rescheduled. In the workflow, if a client reschedules, any actions that you had looking at the appointment will now adjust in date.

Originally posted: December 4th, 2018

You can now customize your auto email templates for the when the client books an appointment with you, when they cancel, and when they reschedule. Reminder: These 3 canned emails are sent automatically and there is nothing that you need to do to send them.

To customize, head to TEMPLATES >> CANNED EMAILS >> EDIT TEMPLATES

Within those canned emails there are the correct smart fields for populating the appointment information.

Originally posted: December 3rd, 2018

Another little update to our Scheduler. We have added smart fields for the Reschedule and Cancel buttons. These are for the use of creating canned emails and adding them in the Scheduler as the reminders. Before the reminders did not have these options...so add them in now if you would like your client to be able to either of these on the reminder emails.

Hope you enjoy this update! :)

Originally posted: December 2nd, 2018

With this update, your brand settings color ( SETTINGS >> BRANDING ) will reflect in your scheduler as well.

So, whatever color you choose here:

Will appear here:

Enjoy this little update! :)

​

Originally posted: November 29th, 2018

Little update to add project modal on the PROJECTS page. Just a nice refresh to that pop up.

Originally posted: November 28th, 2018

You now have the option to turn off or on the bullet points in the invoice. Before it was only bullet points when you press enter with no option to turn off. We are excited for this update to give you the flexibility there.

With the bullet point option turned on, every time you ENTER, it will add a bullet point. This will not show in edit mode but it will be there upon adding the item to the invoice.

To have it without bullet points, just be sure that toggle is off and when you click enter, it will just add a space :)

​

Originally posted: November 27th, 2018

*Minor Scheduler Updates/Fixes:*

-Scheduler calendar style was fixed for safari browsers, that is now fixed.
-Mobile view for appointment scheduler has improved.
-Reminder emails that were once not working for some are all good to go now.
-Scheduler booking page now is required so it is not missed.
-When booking appointments back to back with 0 buffer time, client can book the immediate time after.
-Client information is new viewable on the calendar overview on the dashboard (similar to clicking on the calendar tab>events)
-Cancel appointment button was moved into the “view appointment” modal
-Entire appointment title is now clickable and the view button was removed
-When user cancels appointment, a new “cancel appointment” modal appears allowing for a cancel reason
​

More updates for the scheduler will be coming soon. We've been having fun planning more things for the scheduler.

​

Originally posted: November 19th, 2018

Our most anticipated feature is here! THE DUBSADO SCHEDULER.

With the Scheduler, you can have your clients set up appointments with you. Your clients can choose a date and time from a calendar of your available times. This will help you avoid double bookings and allowing appointments only for times that work for both you and your client. Setting up your Scheduler template only takes but a few moments.

Great features to note:

• Connect questionnaires, proposals and lead capture forms to the Scheduler.
• Charge clients when booking with you.
• Add padding time before and after the appointment
• Set max number of appointments per day
• Embed on your site or use as a link
• When embedded clients can book appointment, complete proposal and pay invoice all without leaving your site.
• Send reminder emails automatically
• Convenient reschedule links for clients
• Prevent booking option for a set amount of time in advance
• and more...

Lots of great things in this feature. Be sure to read ALL about the Scheduler here.

Originally posted: November 18th, 2018

In the past our remote calendar synced up to 200 days in advance. We have added the ability to now sync remote calendars up to 5 years in advance. Perfect for all you people booking projects years in advance!

Originally posted: September 27th, 2018

We have added the ability to password protect forms. All forms on Dubsado are secure, but anyone with the link to that form can access it. If you wanted to add a layer of protection to the form this feature will be great for you!

How to enable the form privacy setting?

By default, this all forms are "public" which means anyone with the LINK to the form can view it. To activate the password for forms, it can be done on a TEMPLATE level or per client. Head into EDIT that form and click SETTINGS. At the bottom of settings, you can adjust the privacy. Doing at a template level will make all clients enter in a password for the forms. By changing to private on a client level, it will just be for that client and not change the template.

How to set a password for the forms?

The password protected form feature uses the password and login info from the client portal. To use the form password feature you must have client portals active. If client portals are not active and your forms are set to private, your client will not be able to view their form.
​

Forms that are password protected in a non-password protected portal do not require a password.

How does this change existing forms?

Nothing changes on existing forms and templates. It will just function as you are used to. If you would like to use this feature that is where you enable the form's privacy settings.

FAQ

Q: Can my client create their own password for the portal / forms?
A: No, not at this time. Passwords are only set by you.

Q: Does my client have to login to their password protected for even if it is within a client portal they already logged into?
A: No, the form does not need to be unlocked again if the client has already logged into the portal.

Q: Which forms can be private?
A: All forms have the ability to be private...Even lead capture forms. Lead capture forms when private are STILL viewable when embedded but when completed, if set as private, a password would be needed to view.