Automation templates
Form templates
Email templates
Step-by-step trainings
Live Chat Support
Commercial License Available
Automation templates Form templates Email templates Step-by-step trainings Live Chat Support Commercial License Available
Dubsado Setup Kit for Web Designers
I’ve used Dubsado for nearly 10 years.
I love what it can do!
And I’ve also watched so many designers open it… panic… and slowly back off like it might actually bite them or drag them into hell. 😬
Because Dubsado is powerful.
But powerful without a plan = chaos (just with better branding).
So when people kept asking me:
“Can you just give me your Dubsado setup?”
The honest answer is: I can’t.
And even if I could give you the steps & details, I couldn’t give you the 1-click templates too and that’s half of what takes so long to set up!
That’s why I’m sharing this kit from Cait Potter, of Forms & Flows!
*Affiliate links. If you purchase this Flow Kit ––built directly from my own processes, in collaboration with Cait–– with my link, I will earn a small commission at no additional cost to you.
What’s inside this Web Design Flow Kit?
-
Dubsado Workflows automate emails, projects, and invoices. Our pre-built templates streamline your process, saving time and ensuring a seamless client experience.
-
Create a polished, on-brand proposal & contract in Dubsado - no coding needed. Customize effortlessly for a seamless, professional client experience.
-
Automate welcome messages, follow-ups, and reminders with these Dubsado smart field-powered email templates - ensuring a seamless, personalized client experience.
-
Automate invoices, payment plans, and reminders with Dubsado’s Payments feature. This kit includes Payment Plan template(s) to keep payments seamless, organized, and on time.
-
Streamline your booking process with Dubsado’s scheduling tools. This kit provides clear guidance on setting up the right appointment schedulers, saving you hours of manual coordination every year.
-
This kit doesn't just give you all the content you need, but it walks you through all of the steps you need to go through in order to implement your final workflows. All you have to do is plug and play!
-
Limited Personal Use License:
Ideal for business owners ready to streamline and elevate their Dubsado systems.Limited Commercial Use License:
Perfect for service providers, designers, and consultants who set up Dubsado for clients.ℹ️ More details at the bottom of Cait’s Flow Kit page here.
Why am I sharing this Dubsado Kit?
This is the only product in my shop that I didn’t personally create.
But I shared my entire client process in great detail — timelines, workflows, boundaries, logic, all of it — with Cait Potter of Forms & Flows, a certified Dubsado specialist who actually knows how to turn systems into clean, shareable, done-for-you systems.
She & discussed:
my real-life processes
my years of trial & error
the stuff that actually works for web designers
questions my students & members often ask me about their systems
…and used that info to build a fully templated Dubsado Flow Kit that you can install, customize, and use — with way less overwhelm and time spent duct-taping things together.
This is as close to “my exact Dubsado account” as anyone will ever get.
Just… built by someone who’s actually allowed (and qualified) to do it properly!
Ok so... who’s Cait Potter?
Cait is a certified Dubsado specialist
She builds systems for a living
She reverse-engineered my workflows
She understands nuance, edge cases, and real client behavior (not theory)
She built this system based on my input, so this kit reflects how designers actually work… not how software companies wish we did.
If I were starting fresh in Dubsado today?
This is what I’d install first. No hesitation.
•
•
Created to support every phase of our projects
Inquiry
Capture leads and guide potential clients into a clear next step.
Onboarding
Collect details, send agreements, and set expectations automatically.
Design
Manage deliverables, timelines, and communication without manual follow-ups.
Approvals
Streamline feedback and sign-offs so projects keep moving forward.
Launch
Wrap up the project smoothly with final delivery and payment handled.
This Kit is:
Built specifically for web designers
Designed around real project timelines
Focused on clarity, boundaries, and getting paid without awkwardness
What makes this Flow Kit different from other Dubsado templates?
Most Dubsado resources are
You’ll want this Kit if…
👩🏻💻 You’re a web designer using (or wanting to use) Dubsado
🫣 You’re tired of half-set-up workflows and abandoned automations
💪🏻 You want to feel legit, organized, and confident leading clients
📆 You don’t want to spend weeks figuring out what goes where
How they work together…
If you’ve enrolled in (or plan to) The Ultimate Client Portal System, this pairs beautifully with it!
Dubsado
This is your behind-the-scenes engine and assistant, helping you with admin stuff.
Kitchen
This is your client-facing portal to actively work on the project together.
Flow Kit
This is the wiring, plumbing, and foundation that make everything in Dubsado run smoothly!
You can use this Flow Kit with or without Kitchen; either way, Cait’s templates & implementation guidance will get you set up in Dubsado like a pro.
IN COLLABORATION WITH FORMS & FLOWS
Speed up your CRM (& portal) setup.
This kit exists because I didn’t want to share Dubsado systems halfway, and Cait is the actual systems expert who walks you through it & gifts you the templated system I can’t.
See everything included & decide if it’s the right fit for you. 👇🏼
