About this episode

Serena discusses how to use Dubsado 3.0 to improve time management and client onboarding for small business owners.

Stop letting your calendar run your life! In this episode, Serena dives into the brand-new Dubsado 3.0 (Beta) to show you how to protect your time and professionalize your client onboarding. Whether you’re a bookkeeper, accountant, or small business owner, learning how to automate the "back-and-forth" of scheduling is the fastest way to reclaim your sanity. In this episode, you’ll learn: The Power of the Scheduler: How to use the new 3.0 interface to set up custom meeting types with automatic...

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