If you’re a creative service provider or wedding pro exploring Dubsado, you probably have a few questions. Here are some of the most frequent Dubsado FAQs I get from my clients.

Maybe you’ve heard the hype about Dubsado, but you’re wondering how it actually works behind the scenes (and whether it’s worth the investment). As a Certified Dubsado Specialist, I’ve helped dozens of small business owners build and grow their systems, and these are the most common questions they ask. Let’s break these Dubsado FAQs down together.

Why should I pick Dubsado over HoneyBook? 

A question I get asked ALL the time – by far my top Dubsado FAQs! It’s a good question because, on the surface, both platforms do the same thing. Both allow you to send emails, sign contracts, and create automations.

If you want simplicity and quick setup, HoneyBook is a solid option, but if you’re looking for more customization and automation, Dubsado is the better long-term solution.

Dubsado lets you fully brand your client experience (including white-labeled emails), automate complex workflows, and tailor every touchpoint to your business. It has a steeper learning curve, but the payoff is a more polished, scalable, and strategic backend.

For service providers who are growing and want systems that grow with them, Dubsado is worth the investment. (If you want to read more about the differences, check out my blog, HoneyBook vs Dubsado: Which CRM is Right for your Business?)

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Will my clients even notice any of this?

Yes, in the best way. They won’t necessarily say “Wow, your Dubsado is amazing!” but they will say things like “This was so easy!” or “I really appreciated how organized and clear everything was.” We don’t actually want them to know you are using a system, but we do want to make it easy for them to inquire, make payments, sign contracts, and stay informed. That’s the mark of a thoughtful client experience.

Is Dubsado hard to learn?

Dubsado does have a learning curve. Most of my clients say it takes them about a week to feel comfortable using their new system after I have set it up for them. Because it is a robust system, there is a lot to learn.

Does it work with a team?

The answer is, it depends. Dubsado allows you to add team members to your account. You can assign tasks to specific people on your team or allow them full access to help manage your clients.

You are, however, only allowed to connect one calendar. If you need meetings with multiple team members and need to check their availability, Dubsado would not be a good fit for you. (Read more about multi-user roles here.)

Is Dubsado a bookkeeping software? 

Dubsado can do the basics like track how much money is made off of a specific package, but it is not meant to be a bookkeeping software. I recommend connecting Xero or QuickBooks. It integrates beautifully! Learn more about the integrations here.

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Does Dubsado charge a fee?

You will pay a yearly subscription of $400 for the Premier plan, but Dubsado does not have any additional charges or fees. They have partnered with Stripe, PayPal, Klarna, and Affirm to process payments securely. These will have standard fees and pricing based on your location.

I highly recommend using Dubsado Payments with Stripe. It’s the only processor that offers ACH payments with a maximum fee of just $5. Plus, in most states, you have the option to add a surcharge to pass that fee along to your clients if you choose. Learn more here.

What if I want to make changes after the setup is done?

You’re not locked into anything. Your business will evolve, and your Dubsado system can evolve with it. I build your setup to be flexible and teach you how to update it as your offers, packages, or processes shift. Most clients feel comfortable doing this themselves once everything is set up! It is a lot easier to tweak once it’s set up.

I’ve tried setting up Dubsado before and gave up. What’s different this time?

You’re not alone! Dubsado can be overwhelming without the right steps. It is also very hard to do for yourself. Not only do you have to learn the system, but you have to then actually create everything, like write 20+ emails, create and design proposals, package templates, etc.

The difference here is setup with support. I don’t just build a workflow, I help you understand it, use it, and trust it, so you never have to second-guess your systems again.

When is the right time to invest in Dubsado?

If you’re consistently booking clients, have a defined service or process, and find yourself repeating the same tasks manually, it’s probably time. You don’t have to be “fully booked” to benefit from stronger systems. In fact, setting them up before you’re overloaded can make all the difference.

So, how long does a custom Dubsado setup take?

Timelines vary depending on your business complexity, but most full setups take 2-4 weeks from kickoff to launch. I also offer VIP Day options or coaching calls if you need some quicker help with a simple service offering.

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You’ve read the Dubsado FAQs. Ready to make Dubsado work for you?

Whether you’re switching from HoneyBook, starting fresh, or picking things back up after a frustrating setup attempt, you don’t have to do it alone. A strategic, done-for-you Dubsado system can save you hours each week, elevate your client experience, and bring more ease into your day-to-day.Let’s talk. I’ll help you build a Dubsado setup that’s clean, clear, and customized to how you work, so you can stop piecing it all together and finally feel confident behind the scenes. Reach out here to chat more.