Latest News from the Dubsado team
None for now, but we’re always developing new ideas behind the scenes. 🤫
Watch for new features and submit feedback. We’re happy to share the awesome features we have planned on our roadmap portal! 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.
Fixed repeat logins. Previously, clients who clicked “back to portal” went back to the portal login page even if they were logged in. Now, they’ll go to their portal home screen. Clients who aren’t logged in will still go to the login page.
Affiliate code freedom. Some of you couldn’t update your affiliate code. We fixed this so everyone can update their code.
Go on perfect dates. The date format always showed as MMDDYY regardless of your location. Now, the date format adjusts depending on your location settings.
No need to scroll. Some invoices had an unnecessary scroll bar on the Pay Now button. The scroll bar is now removed.
Stopped anonymous tasks. If you assigned a user a task, the user’s name wouldn’t display in the Assignee field. This is fixed so that the assigned user's name is always displayed.
Accurate time zones. Project and appointment dates weren’t displaying the timezone based on your setting in Settings >> International settings. This is no longer an issue — dates will match your timezone setting again.
Updated privacy policy. We updated our Google, Meta, and Twitter disclosures. We also added data processors Twitter, Inc, Meta Platforms, Inc, Mixpanel, LLC, and Xero Ltd. Please review our updated privacy policy.
Editing or deleting transactions in Reporting >> Transactions will now stop autopay. A warning popup will appear to confirm that you want to stop autopay on any invoices with payment plans.
Watch for new features and submit feedback. We’re happy to share the awesome features we have planned on our roadmap portal! 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.
Answer multiple-choice questions. Clients could submit forms without answering a required multiple-choice question. We fixed this, so clients can’t skip the required questions.
Secure deposits again from a scheduler. If you attached a lead capture form and required an invoice with a scheduler, the invoice didn’t automatically become the primary invoice. In addition, clients couldn’t pay to book an appointment. Both are fixed, so clients can pay again and the invoice will become the primary invoice in the client’s project.
Browse all settings on mobile. On mobile, you couldn’t scroll down to see more form settings. We addressed this, so all form settings should appear in mobile view.
No more long sentences on mobile. Certain fonts in text boxes prevented line breaks on mobile, causing one long sentence that didn’t show correctly. Now, there are line breaks so all text appears on mobile.
Set higher minimums. On a proposal, setting a package minimum quantity of two or more wouldn’t show accurately on the invoice total. Now, the invoice total shows the correct amount.
Banned time travel on project dates. Depending on your time zone, some project dates appeared a day earlier than what the client entered. This is fixed, so the date the client enters matches the correct time zones for both you and your client.
Fixed off-timed events. The exact times didn’t appear if a Project Start Date and Project End Date were within 24 hours of each other. The time now shows correctly.
Stopped backward start and end dates. Forms were getting submitted even if the end date was earlier than the start date. This is no longer an issue so forms can’t get submitted.
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.
👋 Heads up! These new features are only available in the new form builder experience with legacy mode turned OFF.
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.
https://downloads.intercomcdn.com/i/o/575836672/c656d1030a9c4a304e90bed0/text+color+changing.gif"/>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.