Ending with a big one! Birthday Feature Day 5: Relative Expiration Dates on Forms
Now all forms, except lead capture forms, can have an expiration date set with the ability to add reminders to send to clients. Once a form is expired, the client cannot fill out the form anymore and it is locked until unexpired. Takes but just a few seconds to set up.
Head to the template you wish to set an expiration date on, then click SETTINGS.
Set the expiration date to be relative, fixed or none if you don't want it to expire.
Breakdown of the relative times
Relative dates can go off of X amount of hours, weeks, days or months
- after job start = this work off the start date of the project (ex: say you want the form to be due 2 days after the jobs start date)
- before job start = this works off the start date of the project (ex: say you want the form to be due 1 day before the job starts)
- after job end = this works off the end date of the project (ex: say you want the form to be due 1 day after the project ends)
- before job end = this works off the end date of the project (ex: say you want the form to be due 1 day before the project end date)
- after applied to job = right when the form is applied to the job (ex: form is due 2 days after you apply it to the project)
Once you set the due date, you have the option to add reminders to that form. These reminders work off one email template that you can customize in TEMPLATES >> CANNED EMAILS >> EDIT TEMPLATES. It is titled "Form Reminder Email".
Once you apply that form to the project it will work off whatever due date that you have set. The reminders will fire off automatically, and once they have sent, they will show in the email history of that project.
Birthday Feature Day 4: Canned Email Update
Just a nice simple UI update with big impact. We are excited.
Any questions, shoot us an email or chat!
Birthday Feature Day 3: Multiple Links in Emails
We are excited for today's feature of multiple links in emails. This was a requested feature for a little while and we are happy it is here.
Why is this feature so exciting? Well, before, if you had multiple forms that you wanted to send in an email...you couldn't since that form link smart field only picked the form you actually clicked send on. This feature allows you to add multiple forms, appointment schedulers, invoices, contracts, sub-agreements...all in one email.
To add these links to your email, head to a PROJECT and add the forms, invoices, contract, appointments, etc.. whatever you are wanting to add to the email... add that to the project FIRST. Once everything is added, click SEND EMAIL on the email tab of that project. Next click the square icon on that email pop up:
This pop up will show ONLY the items that you added to the project.
Note: This works on projects only at the moment. We will be adding this to workflows soon!
Any questions, please feel free to shoot us an email and we are happy to help!
Our day two birthday feature! For those users who have connected Square to their account, we have a special new feature. Square auto payments!
For any recurring invoice, you’ll now be able have your client select an “auto charge future invoices” option. Before this option was only limited to Stripe. We are excited that Square is now an option as well.
More info on how to set up recurring payments on recurring invoices here: http://help.dubsado.com/getting-paid/recurring-invoices-payments/setting-up-auto-deductions-on-recurring-invoices
Today's birthday feature is public proposals. If you do not see it yet, it might take a few hours to roll out to your account. Just keep refreshing!
It is the ability to embed your proposals on your website. Have clients pick packages, sign the contract and pay the invoice all without leaving your site. This functions similar to our lead capture forms you are used to. You can add a default workflow to it as well. (Workflow dropdown for different workflow options on a proposal coming soon.) Alternatively, if you didn't want to embed, you can use a public link to the proposal, and like a lead capture form, this one link can be used over and over again.
When a client fills out your embedded or public shared link proposal, a client and project is created for them. The proposal, contract and invoice will all be stored in that new project that was created.
Head into your proposal template, TEMPLATES >> FORMS. Create a new proposal or choose from an existing one. In the settings of the proposal click YES on creating a new project when proposal is completed. This now means every time this proposal is used, it creates a new project. (Note: if you do not want your proposal to create a new project, create another template for one that you will be using to apply to specific clients.) Clicking YES, will give you additional options to use with your public proposals.
You need to have 3 required fields before saving and sharing. FIRST NAME, LAST NAME, and EMAIL. Without those required mapped fields it will not allow you to get the code needed to publicly share your proposal. After you have added those fields, SAVE the form and the share button will allow you to click on it.
To share your public proposal, after you have your first name, last name and email required fields on the form, click SHARE.
And choose from either your embed code or the URL.
Any questions or support needed on this feature, please email us (email@example.com) or chat with us using the chat icon in your Dubsado dashboard.
With this update you now have the ability to display your scheduler in custom time increments.
What are time increments?
Time increments are how your availability is displayed. It has nothing to do with the length or duration of the appointment times, just how it would be displayed for the client to book. For example, if I have set for the time increment to be 15mins. The times would display at 9:00, 9:15, 9:30, etc...
With this update...
So with this update, instead of the past set increments of 15, 30 and 60 mins, you have the ability to have the scheduler display the times in increments from 5 mins - 120 mins.
You can now rearrange the order of forms from within a project. Changing the order of forms on the project reflects these changes within the client portal under the projects section. (This does not change the home page on the portal. The home page shows most recently added and incomplete)
It has been so fun adding exciting updates to the Scheduler since our launch in November. Today's fun scheduler update is an added monthly view. We are thrilled that now you have the option to choose how your client will see your scheduler you set up.
This is applied on a template level by the user. When it is switched on, it will default to previewing the times for the first available date on the right hand side. If there are no available days/times for the client to select, it will show a brief message noting that there are no times available next to the calendar.
To change your scheduler view to the new monthly view, head to the ADVANCED SETTINGS in your template and turn ON the monthly view.
Any questions, feel free to email or chat us! We are always happy to help!
On a roll with the workflow updates lately. New today is the action of a workflow triggering another workflow. This allows you to add an action in workflow A to trigger workflow B on that project.
In the workflow template, click ADD ACTION. From there you can add the "Start A Workflow" action and choose the workflow you want to start.
Any questions, feel free to chat or email us!
Few things to note about using workflows and our newly launched feature:
- The new workflow does not add to the job until that action "Start A Workflow" has triggered.
- You cannot apply the same or duplicate workflows to one project. They have to be different workflows.
- When you have multiple workflow template applied, they do not talk to each other. Example, if you send a form in workflow A, you cannot trigger an email to send when form is completed in workflow B.
- If you want to review the additional workflow being applied before it starts sending things, use our newly launched APPROVE BEFORE SENDING feature on the first actions of that additional workflow.