Check out the new autopay enrollment settings! This new feature allows you to require or restrict automatic payments. Get more information here.
Updated tags within a project: Tags in an archived project now display an “Archived” badge next to them to differentiate them from an active tag. You can unarchive previously archived tags. Tags now have a 30 character limit. Basic users are no longer able to delete tags under Projects >> Customize.
Watch for new features and submit feedback on our Roadmap Portal. We’re happy to share the awesome features we have planned! Small disclaimers: Our portal doesn’t cover everything we’re working on, details are subject to change, and features aren’t listed in any specific order.
No more disappearing acts on Safari. When editing forms on Safari, the spacer element disappeared. The spacer element now appears on all browsers.
Chronological payment plan. Previously, fixed dates on payment plans always appeared before other installments. Now, payment plans will automatically list installments by order of date.
Smoothed out drag-and-drop on Firefox. When editing forms on Firefox, the page didn’t scroll down when you dragged elements. This is fixed, so Firefox now works as expected.
No more changing the past. Clients were able to reschedule a past appointment. Now, only future appointments can be rescheduled. If clients try to reschedule a past appointment, a banner error will appear.
Edit tasks from any view. Tasks couldn’t be edited if opened through the client portal. This is fixed, so editing tasks will work as expected.
Restart unfinished workflows. Archiving a project accidentally completed the workflow instead of pausing it. Now, archiving a project will only pause the workflow again. Note that unarchiving a project won’t automatically restart the workflow — reactivate the workflow through the Projects >> Workflows tab.
You asked. We listened.
One of our most requested features is now live! Start using the new autopay enrollment settings today. 🙌
Instead of leaving it up to your clients to enroll in autopay, you now have more freedom to decide what’s best for your business.
More control over how you get paid
You can require clients to enroll in autopay, let the choice be up to your client, or even completely remove the autopay option.
Reduce missed payments
Require clients to enroll in autopay so they get charged automatically.
We wanted to give you more flexibility to decide how you want your clients to pay!
Previously, autopay relied on your clients choosing to enroll. This update gives you the ability to require clients to enroll in autopay, so their credit card gets charged automatically when a payment is due.
Alternatively, you may not want the autopay option to show up at all. You now have the choice of removing autopay entirely, so your client can’t enroll when you don’t want them to.
We can’t wait to see how the autopay feature impacts your business!
Read our help articles for more information on autopay and how to set it up in your Dubsado account:
Have questions or need help? Send us a chat message!
We are officially switching solely to the new form builder! That means the old form builder will no longer be accessible starting Feb 1, 2023.
If your forms don’t have any custom code, your forms are not impacted in any way! Switching to the new form builder will not erase your current forms nor will you have to remake them.
If your forms have custom code, check out our help center article for more information.
We’ve got not one, but two brand new form builder elements for you to start using. Say hello to the divider element and the spacer element.
The divider and spacer elements are small but mighty new features that will give you even more creative control when designing your Dubsado forms. Adding a dividing line or extra space wherever you need it is now quick and easy.
Our divider element comes with four line styles and settings for color, weight, width, and padding. Dividers are great for making different sections of your form more clear to your clients.
Our spacer element has an adjustable height from 50px to 200px. Just pop in a spacer wherever you need some extra breathing room between elements.
We can’t wait to see what you build! And as always, if you have any questions or feedback, we are only a chat or email away.
Originally posted: September 28th, 2022
You can now make changes to payment plans on your invoices without the worry of reminder emails being unintentionally sent to your clients. With the replacement of autosave with a manual Save button, edits made to your payment plans won’t be applied until you hit Save.
Our goal is to give business owners more confidence and control when making changes to their payment plans on invoices. Say goodbye to unintentional payment reminder emails being sent off while making changes to your payment plans! By removing autosave and implementing a manual edit and save process, we are ensuring that changes are made with peace of mind and saved with confidence.
In addition to the updates we’re bringing to how changes are saved, we’re making some small UI updates to add clarity and ease of use when viewing and editing your payment plans.
In order to make changes to a payment plan, you must click Edit on the top right-hand corner of the payment plan.
Once you’ve clicked Edit, you will be able to:
After making your desired changes, clicking Save will apply all the changes you’ve made to your invoice.
💡 Unlike payment plans on your invoices, your payment plan templates under Templates >> Payment Plans will still autosave when changes are made to them.
The option to save your payment plan as a new template has been placed within the Save split button. After naming your new template and selecting Save and apply this template can be found under Templates >> Payment Plans.
💡 Saving your payment plan as a new template will also apply these changes to your invoice.
Changes have been made to the UI to improve usability and consistency in design patterns.
No. These changes only give you more control over editing your payment plans and does not affect the process for your clients.
If a client makes a payment on an invoice while you are editing its payment plan, the payment will successfully go through, although, you will not be able to save the changes you were making to your payment plan. You will have to refresh your page and redo your changes. Clicking Save will prompt an error that says “New client payment: Please refresh page”.
Originally posted: September 12th, 2022
New Form Builder Setting: Container Text Color
We heard that you love setting background colors on our new container element, and we wanted to make it easier for you to quickly set a font color for all the text in the container as well! The new text color setting on containers will help you do just that.
Just click on a container to edit its settings. You'll find the text color setting right below the background color!
This is a shortcut for quickly setting one color for all of the text inside of a container, including question text.
The text color setting will apply to any nested containers as well. We designed this feature to make it easy for you to move elements between containers with different background colors. If you have a container text color set, any new elements you add with text to the container will adopt that color.
This is the first of many great customization features to come. Let us know what you think!
Yes! You can still select custom text colors inside text box elements using the formatting toolbar if you’d like.
Setting a container text color will permanently override any color changes you made in the text box element.
All form builder features and updates going forward will only be available in our new form builder experience. If you are using the new form builder, but still can’t access this setting, go to the Form Settings panel (gear icon), scroll to the bottom, and ensure Legacy mode is turned OFF.
Originally posted: July 12th, 2022
Welcome to the new form builder experience!
When we began the journey of redesigning our form builder, we had a couple of important goals. First, we wanted to create a more powerful foundation for our form builder that would support many more features and customization options in the years to come. Second, we wanted to give everyone the ability to create beautiful forms without the barrier of needing custom code. So let’s jump in and take a look at what’s new.
With this release we have added:
All-new form builder design and layout
Breadcrumbs for easy navigation
"Sticky" save button for easier saving on long forms
Inline element adding
Inline text editing
Improved performance with easy dragging of elements
Click to edit settings
Form style panel (plus general form padding options)
Dedicated CSS editor
New sharing panel with one-click copy embed code and link
"Columns" are now called "containers"
Container background colors and images
Improved image uploader
Container background image opacity
Container padding and margins
"Yes/no" field changed to "Multiple choice" and now allows more than two options
"Private" forms changed to "password-protection" setting
Toggle for the new form builder
Legacy mode option for forms with custom code
These changes give us the stronger foundation we needed to add more of the features and customization options you’ve been asking for.
You can view our keynote webinar all about the new things in this feature release plus a sneak peek at some features coming soon:
In this keynote, we mentioned we were going to share a proposal with you to get you started. Click here to access the form. It might look a little weird on that first screen, but once you click "copy to account" it will show correctly. (Note: You must be logged into Dubsado first before clicking this link)
First, we’ve got a brand new layout. We took advantage of the full width of the page to give you more space to focus on building your form. Also, over on the left, you’ll find the element library. You can drag and drop elements from the element library onto the form, or click an element to add it to the bottom - just like in our old builder.
In the top right we have some breadcrumbs that will take you back to your form templates.
We also redesigned our preview mode so that you can preview your form just as your clients will see it, without exiting the builder. It’s easy to toggle back and forth while you’re editing.
The save button will now stick to the top of the page, so you’ll be able to access it more easily when editing long forms.
Now there’s a new way to add elements to your form. Hover over any existing element and click the + icon to add a new one right inline.
You can edit text inline, too. Just double click any element with customizable text and you can start making your edits right away. Click the checkmark or click outside the element when you’re finished to save your changes. It works on text boxes, packages, and even question elements.
Dragging elements around the form is still super easy, especially now with our improved performance. Just click anywhere on an element to pick it up and you can drag it around the form. A green bar indicates exactly where the element will land.
Clicking on an element will open its settings in the side panel. This is where you can map your short answer and date select fields, mark a field as required, and adjust other settings as needed.
For general form settings, click on the gear icon in our new side navigation panel. This is where you can adjust all the settings specific to the type of form you are editing.
We have added a brand new form styling panel, which you can access by clicking the palette icon. This is where you’ll find the question styling settings and our new form padding settings that let you control the space at the top and bottom of the form. This is especially useful when you plan to embed your form on a website, and don’t want any extra space above your elements. We can’t wait to add more settings and customization options here!
For forms that can be shared publicly, you’ll find the new share panel here on the left-hand side. We made it super easy to copy your embed code or sharing link with a single click!
Along with our new form builder, we are so thrilled to launch a very exciting update to the old columns element.
The container element is the same as the columns element you already know - it has a new name and some amazing new settings. Select from one, two, three, or four columns, then use the plus icons to add elements directly into your container, or drag them in.
Hovering your mouse over a container element displays a green toolbar. Just click and hold on this toolbar to pick up your container and move it around the form.
But here’s where the real fun starts. You can adjust the width of your container and the width of the content inside.
You can now make the container take up the full width of the page, allowing you to create beautiful, colorful sections on your forms. The width of the container is a percentage, so it’s completely responsive. A slider adjusts the width of the content inside your container. It’s also a percentage, so it will adjust automatically based on the size of the container and the screen.
With our new image uploader, it’s even easier to bring an image into your Dubsado form. For a full-width element, we recommend an image 2500px or wider for best results. And the results are so fun. 🎉
You can now blend a background color with your image. In the example below, we selected a dark background color and adjust the background image transparency to blend the two together really making the image over it pop!
Our new padding and margins allow you to do just that. Adding padding will give some space around our content and show more of the background image. Below you can see we are adding bottom margin to this container to create a little space between the elements below.
Previously, this field could only have two options. With this addition, you can add more than just two options for your clients to select from. But they can only select one option on this list.
Same functionality, now with a new name. We changed this to ease any confusion around this feature and make it more clear what it is doing.
There are so many ways to take advantage of the new form builder features, especially containers. And this is just the beginning.
As excited as we are to bring you these amazing updates today, we also know that a big change can take some getting used to, especially when you’ve got a business to run! That’s why we added two special features to our form builder to help you adjust.
The first feature is a toggle to turn on the new form builder. You’ll see it when you navigate to Templates > Forms. This toggle allows you to decide when you want to turn the new form builder on for your account. So if you’ve got a few important forms to send out today, don’t worry. You can wait to turn on the new form builder until you’re ready to start exploring - and turn it back off again if you need a little more time. This toggle will be available until January 31, 2023, so you have plenty of time to make the switch. But once you make the switch, we recommend committing to it especially if you use our neat, new features. For example, if you turn the new builder on and create some full width elements with images and color, but then decide to turn it off later, those "new" elements will not show properly.
If your form does NOT have any custom code on it, head to the form settings panel and turn legacy mode off so that you can start using our new features right away! This setting is specific to each form, so that you can update each template one at a time. If you do have custom code on your existing forms, we’ve got a special article that will help you decide if and when to turn legacy mode off.
At Dubsado, we want your brand to be front and center. By redesigning our form builder experience from the ground up, we were able to create a more powerful foundation for adding new customization and design options that will allow you to create beautiful, branded forms.
Head to Templates > Forms and use the toggle at the top of the page to turn on the new form builder experience! This toggle will turn the new builder on for the whole brand, so be sure to coordinate with your multi-users if you have them.
No, simply turning the new builder on will not make any changes to how your forms appear to your clients. That's why we created legacy mode!
Legacy mode is a setting on each individual form. It will need to be turned off for you to access all of the new features added to the form builder.
Yes! We added the toggle to give you flexibility as you test and adjust to the new builder. If you ever run into any troubles, or just want to get a form out quickly while you're still learning your way around, you can always turn the new form builder off using the toggle on the Templates > Forms page.
⛔ Heads up! If you decide to turn the new form builder off, all of your forms will revert to legacy mode while you are using the old form builder. Turning the new form builder back on will restore your changes.
Yes! The toggle on the Templates > Forms page will turn the new builder on or off for the whole brand. Be sure to give any multi-users on your brand a heads up.
Yes, absolutely! We are blown away by the amazing forms we’ve seen created with the help of custom code, and we want to support your creativity.
In order to have access to all the latest form builder features, and for the best compatibility with the new form builder experience, we do recommend updating your custom code to work with legacy mode turned OFF. You will only need to do this on your form templates. Forms already added to projects can remain in legacy mode and do not need to be updated.
If you purchased code from a third party, we recommend reaching out to them for guidance. Please note that Dubsado’s Customer Success team is not able to assist with specific questions or troubleshooting regarding custom code on forms.
Originally posted: July 8th, 2022