We’re thrilled to introduce email scheduling to the Dubsado mobile app! This feature is designed to make your client communications on-the-go more flexible and stress-free, letting you send emails on your terms and send to your clients at the perfect time.
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Why you’ll love it

• Work-life balance: Write emails when it works for you and schedule them for your clients’ ideal timing.
• Improved organization: Plan future client communications without the need for reminders.
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How it works

1. Head to the “Emails” tab in the client’s project.
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2. Tap the “Compose” button.
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3. When done writing your email or customizing one of your canned email templates, press and long hold the “Send” button.
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4. Select from one of the scheduling options that works best for you and tap the “Schedule email” button.
• Schedule for 3 hours from now
• Send tomorrow morning at 9:00 AM
• Plan it for one week from now
• Pick a CUSTOM date and time 💫
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Start scheduling emails today and experience the freedom to work smarter, not harder. We hope you enjoy this new addition to the Dubsado mobile app!

Learn more about this exciting feature here.
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Ready to try it?

This update is ready to use in your mobile app. Not using the app yet? Download now from the App Store or Google Play and unlock a new level of on the go productivity.
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Note: You must enable Klarna in your Dubsado payment settings to start using it.

We’re thrilled to announce our new integration with Klarna, another powerful “Buy Now, Pay Later” option to streamline client payments in Dubsado. This new feature is built to elevate your sales, drive more conversions, and offer greater flexibility for your clients.
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What is Klarna?

With Klarna, clients can pay in easy installments over time, giving them flexibility while you enjoy the benefit of receiving the entire payment upfront.
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Availability

• Available to merchants in Australia, Austria, Belgium, Canada, Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, New Zealand, Norway, Poland, Portugal, Romania, Slovakia, Slovenia, Spain, Sweden, Switzerland, United Kingdom, United States
• Users in the above countries invoicing in AUD, CAD, CHF, CZK, DKK, EUR, GBP, NOK, NZD, PLN, RON, SEK, or USD

Key features

1. Automatic integration: Klarna is now available for all eligible Dubsado accounts to opt-in, if wished.
2. Seamless checkout: Appears on invoices over $50 for the full balance.
3. Flexible payment options: Depending on their location, clients can choose from various installment plans.
4. Upfront payment: You receive 100% of the funds immediately (minus the transaction fees, of course).
5. Risk-free: Klarna handles all payment collection and assumes any repayment risks.

How to enable Klarna

You can turn it on by going to Settings ➔ Payments and invoices and toggling on the “Accept Klarna payments” option.

How it works

1. Your client clicks pay now on the invoice total Klarna at checkout for eligible invoices.
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2. They choose a payment plan that fits their budget.
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3. You receive the full payment amount upfront from Klarna.

4. Klarna manages the installment payments with your client.
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What happens if I need to submit a refund

Refunds can be issued within Dubsado or Stripe within 180 days.
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Klarna payment options for your clients

Depending on their location, buyers have the flexibility to select from various payment options:

• In four interest-free installments (US, AU, CA, NZ).
• In three interest-free installments (FR, CZ, GR, IE, IT, PT, ES, UK).
• In 30 days (AT, BE, DK, FI, DE, NL, NO, PL, SE, UK).
• Instantly with one-click payment (AU, AT, BE, CA, DE, IT, NL, PL, PT, ES, SE, CH).
• Via financing, up to 36 months 0% APR and interest-bearing options (AU, FI, DE, NO, SE).

Important limitations

• Klarna cannot be used on autopay, recurring invoices or with surcharging.
• It's only available for one-time, full-balance payments.

Benefits for your business

• Increased revenue: Businesses using Klarna have seen up to a 6.6% increase in revenue on eligible sessions.
• Higher conversion rates: Enjoy up to a 30% boost in conversion rates on purchases of $50 or more.
• Improved cash flow: Receive full payment upfront, enhancing your financial stability.
• Expanded customer base: Attract clients who prefer flexible payment options.
• Reduced risk: Klarna takes on the responsibility of collecting payments and managing any associated risks.

Standard pricing

While this is slightly higher than standard processing fees, the benefits often outweigh the cost due to increased sales, higher conversion rates, and improved cash flow.

Eligibility criteria for Klarna to appear

1. You're using Dubsado Payments.
2. Your business is located in the available regions (see above).
3. The total invoice amount (including tip) must be greater than $50. Payment maximum varies by customer and geography ($10K maximum in the US).
4. The client is paying the entire invoice balance.
5. The invoice is not a recurring invoice, scheduler invoice, or an invoice with autopay already enabled.
6. Your business category is not on the list of blocked categories.

Who can use Klarna?

Almost all industries that use Dubsado can use Klarna. If you are not seeing the option to enable Klarna, please contact us.
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Support

If you have any questions or need assistance with Klarna, our support team is here to help. Contact us at hello@dubsado.com

We're excited to see how Klarna will help boost your sales. Start using this powerful payment solution today and watch your conversions skyrocket!

FAQ

Can you use Klarna with Affirm?

Yes, you can use both Klarna and Affirm together. When both are toggled on your clients will be able to choose between the two.

We're excited to announce the integration of Affirm, a powerful "Buy Now, Pay Later" solution, into your Dubsado account. This new feature is designed to boost your sales, increase conversions, and provide more flexibility for your clients. This feature is on and live in eligible accounts. If you wish to turn off, follow these instructions.

🚨 Limited-time promotional offer 🚨

From launch until November 25th, we're offering a special introductory rate of just 3% +.30cents on Affirm transactions – half off the standard rate!

What is Affirm?

Affirm is a flexible payment solution that allows your clients to split their payments into manageable installments, while you receive the full payment upfront.

Availability

Affirm is currently only available for eligible businesses in the United States and Canada (more info eligibility below)

Key features

1. Automatic Integration: Affirm is now automatically enabled for all eligible Dubsado accounts.
2. Seamless Checkout: Appears on invoices over $50 for the full balance.
3. Flexible Payment Options: Clients can choose from various installment plans.
4. Upfront Payment: You receive 100% of the funds immediately (minus the transaction fees, of course).
5. Risk-Free: Affirm handles all payment collection and assumes any repayment risks.

How it works

1. Your client clicks pay now on the invoice total Affirm at checkout for eligible invoices.
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2. They choose a payment plan that fits their budget.

3. You receive the full payment amount upfront from Affirm.

4. Affirm manages the installment payments with your client.

Affirm payment options for your clients

• For purchases up to $250: 4 interest-free payments every 2 weeks
• For orders between $150 and $30K: Installment plans up to 36 months (including 0% and interest-bearing options)
• Payment limits: $50 minimum, $30K maximum, with a maximum credit limit of $20K

Important limitations

• Affirm cannot be used on autopay, recurring invoices or with surcharging.
• It's only available for one-time, full-balance payments.
• Certain business categories are not eligible (see Blocked Categories section).

Benefits for your business

• Increased Revenue: Businesses using Affirm have seen up to a 14% increase in revenue on eligible sessions.
• Higher Conversion Rates: Enjoy up to a 21% boost in conversion rates on purchases of $250 or more.
• Improved Cash Flow: Receive full payment upfront, enhancing your financial stability.
• Expanded Customer Base: Attract clients who prefer flexible payment options.
• Reduced Risk: Affirm takes on the responsibility of collecting payments and managing any associated risks.

Standard pricing

The regular rate for Affirm transactions is 6%. While this is higher than standard processing fees, the benefits often outweigh the cost due to increased sales, higher conversion rates, and improved cash flow.

How to use

Affirm is automatically enabled for all eligible accounts. No additional setup is required.

Eligibility criteria for Affirm to appear

1. You're using Dubsado Payments.
2. Your business is located in the US or Canada.
3. The total invoice amount (including tip) is greater than $50.
4. The client is paying the entire invoice balance.
5. The invoice is not a recurring invoice, scheduler invoice, or an invoice with autopay already enabled.
6. Your business category is not on the list of blocked categories (see below).

Blocked categories for Affirm

Please note that Affirm is not available for certain business categories. The top 10 blocked categories relevant to Dubsado users are:

1. Consulting, Management and Public Relations Services (MCC: 7392)
2. Business Services Not Elsewhere Classified (MCC: 7399)
3. Computer Programming, Data Processing and Integrated System Design Services (MCC: 7372)
4. Accounting, Auditing and Bookkeeping Services (MCC: 8931)
5. Contractors, Special Trade Contractors–not elsewhere classified (MCC: 1799)
6. Schools And Educational Services–Not Elsewhere Classified (MCC: 8299)
7. Commercial Art, Graphics, Photography (MCC: 7333) (Note: this is just commercial photography and not general photography)
8. Attorneys, Legal Services (MCC: 8111)
9. Motion Picture and Video Tape Production and Distribution (MCC: 7829)
10. Debt, Marriage, Personal–Counseling Services (MCC: 7277)

If your business falls into one of these categories, you may not be eligible to use Affirm.

How to disable Affirm

If you prefer not to offer Affirm, you can turn it off by going to Settings ➔ Payments and invoices and toggling off the Affirm option.

Marketing support

We've created templates to help you promote Affirm to your customers. Access these resources [Link to templates] to effectively communicate this new payment option to your clients.

Best practices

1. Highlight Affirm as a payment option in your proposals and on your website.
2. Educate your clients about the flexibility Affirm offers.
3. Consider adjusting your pricing strategy to account for larger purchases that Affirm enables.

Support

If you have any questions or need assistance with Affirm, our support team is here to help. Contact us at hello@dubsado.com

We're excited to see how Affirm will help grow your business. Start using this powerful tool today and watch your sales soar!

Don't have the Dubsado mobile app? Join over 12,000 users who are managing their business on the go. Download now from the App Store or Google Play!

We're excited to introduce a major update to the Dubsado mobile app! Our new email suite brings powerful desktop features to your phone (and one exclusive to the mobile app), making it easier than ever to manage your business communications on the go.

New in our mobile email suite:

Rich text editing

You'll be able to craft professional emails with ease. The new editor will allow you to:

Add, edit, and remove links

Change font, size, and color

Apply bold, italic, and underline styles

Insert block quotes

Align text

Create bullet and numbered lists

Undo or redo your changes

Synced email drafts

Never lose your train of thought again. With this new feature:

• Reply to an email on the go
• Pause when life happens
• Pick up right where you left off—all from your phone Your ideas will be safe and waiting for you, whenever you're ready to hit send.

Note: This is currently only available in replies to emails. This will be coming to new emails in 2025.

Canned emails and smart fields

Personalization meets efficiency. This highly anticipated feature will allow you to:

• Access your entire library of email templates
• Customize messages with smart fields right from your phone
• Save time while maintaining your professional touch, wherever you are

New mailbox

Say hello to a smarter inbox! Your new mobile mailbox will feature:

• A general inbox for all your Dubsado emails
• The ability to assign emails to projects and clients

• Options to archive or delete emails on the go

Keep your mobile inbox as tidy as your desktop!

Push notifications for new emails

Stay in the loop, even on the move. You'll be able to:

• Turn on email notifications
• Get alerted when you receive an email from a client

Edit emails in workflows

Your workflows are about to get more flexible. You'll be able to:

• Edit emails directly within a workflow
• Fine-tune your client communications on the fly

Time for a glow up! ✨

Your Dubsado app is ready for its big transformation, complete with powerful new features that'll make managing your business on the go smoother than ever.

Swing by your app store and tap that update button – it's like giving your workflow a serious upgrade. Go on, treat yourself (and your app) to this exciting new version!

We can't wait to hear what you think about these new features. As always, we're here to help if you have any questions or need assistance.

We're thrilled to introduce two big feature additions to the mobile app in this update, enhancing your ability to manage your business on the go.

Create projects and clients on mobile

You can now create projects and clients directly from your mobile device.

How to access:

• Projects Page: Tap "+" in the top right corner

• Events Tab: Tap "+" at the bottom right, then "Create Project"
• Clients Section: Go to "More" > "Clients", then tap "+" in the top right

Mobile task management

Tasks are now available on your mobile device, allowing you to manage your work wherever you are.

Features:

• View tasks assigned to you or linked to projects
• Add new tasks
• Filter your task list

How to access:

• Global view: Go to "More" > "Tasks" See all tasks, add new ones, and use filters

• Project view: Open a project > "Tasks" section View tasks for that specific project

Note: Task boards are not available on mobile.

What this means for you

These updates bring more flexibility to your workflow, allowing you to capture new opportunities and manage your business efficiently from your mobile device.

We're continuously working to improve your Dubsado experience. Thank you for your feedback and support!

We're excited to announce the launch of our highly anticipated "Apply manual payments" feature for the Dubsado mobile app!

Feature highlights

• Apply payments received in person, on-the-go, directly through the app
• Eliminate the need to remember and log payments later
• Streamline your payment process for improved efficiency

Why this matters

Since the launch of our mobile app in July, applying manual payments has been one of our most requested features. We're thrilled to deliver this functionality to enhance your mobile experience and help you manage your business more effectively.

How to use

• Open the project you want to apply a payment to and click the "Invoice tab". Note the invoice must be open and still have a balance on it.

• Navigate to the "Transactions" screen
• Tap "+ Log new payment"

• Enter the following details: Date, payment method, and description (optional)
• Tap "SAVE" to log the payment

With this new feature, you can now easily keep track of all your payments, whether received online or in person, ensuring a more seamless financial management experience for your business.

We hope you enjoy this new addition to the Dubsado mobile app!

Don't have the Dubsado mobile app? Join over 10,500 users who are managing their business on the go. Download now from the App Store or Google Play!

You can now access, create, and edit notes and call logs on your phone from a project or client level.

Where to find notes and call logs

For project notes and call logs:

1. Open a project in the app
2. Look for the "Notes" tab at the top
3. Voila! View, add, edit, or remove to your heart's content

For client notes and call logs:

1. Tap "MORE" in the main nav menu
2. Click "Clients"
3. Select your client
4. Spot the notes icon at the top right
5. Hit the + to add a call log or note

How notes work

Notes in Dubsado work smart to keep you organized. Like in the web version of Dubsado, when you add a note to a client's profile, it's like giving them a digital sticky note that follows them everywhere. This note will appear in every project you create for that client, ensuring you always have their key information at hand. On the flip side, project-specific notes stay put. If you jot down a note within a project, it remains there, keeping project details separate from general client information. This way, you maintain a clear distinction between overarching client notes and project-specific details. For instance, I added a note about Samantha Winters' preference for email communication in her client profile, however, you'll see this note in all her projects.

But if I add a note in her project, it will only appear in that particular project. As you can see here, I added a note in her project about things only pertaining to this project. These will only show in this project and not the client profile.

Deleting a note or call log

You can remove notes or call logs by clicking the three dots on that note “card” and then click delete.

Editing a note or call log

You can edit a note or call log that you have already created by simply clicking on that “card”. Clicking the back button saves your progress.

Hope you enjoy this update! Any questions, send our team a chat or email, hello@dubsado.com

We're thrilled to introduce Link, a powerful Stripe technology now integrated with Dubsado Payments at no extra cost. Link offers your clients the option to securely save their payment information for ultra-fast checkouts across businesses - they simply check a box to opt in. With Link, clients can complete payments in just 6 seconds, which is 9x faster than traditional methods. This speed, combined with a streamlined process, has shown to increase conversion rates by over 7% for businesses using Link.

Link's widespread adoption means many of your clients may already have accounts, potentially making your checkout process even smoother. For those who use it, Link autofills payment and shipping details, creating a frictionless experience that can significantly reduce drop-offs. Security is paramount - Link is certified as a PCI Service Provider Level 1, the highest level in the payments industry, ensuring all data is encrypted and protected.

Whether your clients choose Link's convenience or prefer traditional methods, you're now offering a flexible, future-ready payment experience that can boost your business's efficiency and client satisfaction.

Here’s how it works:

• One-Click payments, if your clients choose to use Link Clients can now pay invoices with a single click using saved payment information. Streamlined checkout process reduces friction and potential payment drop-offs. Link automatically populates saved information for faster transactions.
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This is what it looks like for your clients when setting up Link for the first time.

• Automatic Link detection The system automatically detects if a client's email has a Link account associated with it when they click the "Pay Now" button. Existing Link users receive a 6-digit verification code via SMS or email to confirm their identity. After verification, clients can view and select from their saved payment methods.

This is what it looks like to your clients when Dubsado Payments has detected your client’s email already has a Link account.

• Secure account creation New users can easily create a Link account during their first payment. Option to save payment information for future one-click checkouts. Clients can check the box "Save your info for secure 1-click checkout with Link" to opt-in. Phone number required to create a new Link account.
• Seamless Integration Link is automatically enabled for all Dubsado Payments users at no extra cost. No additional setup required - it works with your existing Dubsado Payments configuration. Link supports both credit cards and US bank accounts as saved payment methods. Standard processing fees apply; no extra charges for using Link. Link works with Dubsado’s surcharging, so if you have that turned on, no need to worry!

Link is now active on all Dubsado Payments accounts. Link is an option for your clients to use, not a requirement.

For more detailed information on how Link works and its benefits, you can check out our help documentation here.

We're excited to announce a new security feature to enhance the protection of your Dubsado account.

We're introducing a device verification process for users logging in with a username and password. When you log in from a new browser, you'll be asked to verify your device by clicking a link sent to your email. This helps protect your account by alerting you to potential unauthorized access attempts.

Note: This feature does not apply to those who sign in with Google, but don’t worry, you’re not missing out… Google uses their own similar verification process when you log in from a new device. Google does have two-factor authentication as well, so if you want even more protection on your Dubsado account, you can enable that on Google’s end. You can find more info about getting that set up by clicking here.

Rollout and availability

• Starting on Wednesday, July 31st, this feature will be gradually rolled out over the next couple of weeks.
• It is available on the desktop and mobile app versions of Dubsado and will take effect on your next login, once it is enabled on your account.

How it works

• When you log in from an unrecognized browser, you'll receive an alert on login plus an email with a verification link. Our emails are coming from noreply@dubsado.com.

• Important: Click the link you receive in the email in the same browser you're trying to verify. If you open it in a different browser or device, you'll need to log in again on the original browser.
• Once verified, you’ll receive an email confirmation and you're all set on that device for the next year. If you log into any other new devices or locations, a new verification will be prompted.

We want to remind you that if you're currently sharing your Dubsado password with others, it's time to stop this practice and instead add them as multi-users. Adding team members as multi-users with admin-level access provides similar permissions to what you have as the brand owner, but it's much safer and more secure. Each person will have their own username and password, enhancing account security and allowing for better accountability.

FAQ

How does this new device verification differ from the email verification during trial sign-up?

The trial email verification confirms that you've provided a valid email address. In contrast, device verification ensures that your Dubsado account is only accessed from approved devices, enhancing your account's security.

Does device verification apply to multi-users?

Yes, multi-users will need to verify their devices using the email associated with their Dubsado account.

What if I've been sharing my login information with others?

You should never be sharing your login details with anyone, even people on your team. With this new feature, anyone trying to access your account from an unverified device won't be able to log in without access to your email for verification. We recommend using the multi-user feature instead to grant access to team members. Note: The Dubsado Team and Certified Dubsado Specialists will never ask you for your user name and password. If someone does this, please let our team know right away.

Will I need to verify my device every time I log in?

No, you'll only need to verify when accessing Dubsado from a new browser or different device. However, for added security, you'll be asked to re-verify your device once a year, even on previously approved devices.

The Dubsado mobile app has a new addition… Say hello to clients (aka your "address book" in Dubsado)!

Haven't downloaded the Dubsado mobile app yet? Get it now from the App Store or Google Play Store.

What's new

✨ Client list in the "More" section - all your contacts, one tap away

🔍 Supercharged client search - find anyone, lightning fast

👀 View, edit, and delete client profiles on the go

➕ Add new clients anytime, anywhere

Other cool features you'll love

📞 One-tap calling - no more copy-pasting phone numbers

🗺️ Instant navigation - tap an address and let your maps app do the magic

Coming later

📧 Emails within client profiles - let us know if you'd like to see this added by sending us your feedback here.

📝 Notes for each client (and notes in projects) - let us know if you'd like to see this added by sending us your feedback here.

Check out our product roadmap to see what other exciting features are in the pipeline!

Hope you enjoy this update. Very excited for what is ahead in the mobile app!