Hi friend 👋🏼 If you’ve been following along, I’ve been reviewing the building blocks of Dubsado’s workflow & automation. Each piece builds on the previous one, and are key to creating as much or as little automation as you’d like in your client’s journey.

Today I’ll be reviewing how to integrate your calendar with Dubsado.

Let’s be real for a second: Juggling a million things at once is just part of the game when it comes to running a business. What if I told you there's a way to make your life a whole lot easier?

Enter Dubsado's calendar integration - the secret weapon you never knew you needed!

Picture this: No more endless back-and-forth emails trying to schedule appointments. No more double-bookings or missed meetings. Just smooth sailing and stress-free scheduling, all thanks to Dubsado’s calendar integration.

It’s Magic 🪄

So, what exactly does this magical calendar integration do? Well, let me break it down for you:

Synchronize Seamlessly

Say goodbye to the hassle of manually inputting appointments into your calendar. Dubsado syncs effortlessly with your favorite calendar apps, whether it's Google Calendar, Outlook, or Apple Calendar. That means no more scrambling to keep track of your schedule across different platforms—it's all in one place, baby!

Pro Tip #1: If you use the Google Suite of products, not only can you sync your main calendar, but you can also sync linked calendars. So if you have a business calendar, but also use linked calendars for personal or family or other appointments (think doctor’s appointments, sports practices, classwork & test dates), all of it can show up in your Dubsado calendar. Down below I show you how to set this up 👇🏼

Pro Tip #2: Along with the ability to sync Google calendar and shared calendars, this is where you’re going to gain the opportunity to automatically link your Google Meet credentials without any additional keystrokes.

Because Meet is part of the Google Suite of products, when you create a meeting invite for a lead or client, and you make it a virtual meeting, Dubsado automatically makes the meeting invite inside your Google profile.

Streamline Scheduling

With Dubsado's calendar integration, booking appointments with clients has never been easier. Simply share your availability, let clients pick a time that works for them, and boom—you're all set! It's like having your own personal assistant, minus the coffee runs (although, let's be real, we could all use a coffee run now and then).

Boost Your Productivity

By automating your scheduling processes, Dubsado frees up valuable time that you can spend on what really matters—growing your business. No more wasting hours wrangling with your calendar or playing email tag with clients. With Dubsado, you can focus on doing what you love, while we take care of the rest.

But wait, there's more! As if that wasn't enough to get you excited, Dubsado's calendar integration also comes with handy features like automatic reminders, customizable time slots, and real-time availability updates. It's like having your own personal scheduling superhero 🦸🏽‍♀️

Imagine not having to send out reminders to your clients? Amazing!

Imagine being able to send someone an invite for a 90 minute meeting, instead of just a 1 hour option? Fantastic!

Imagine knowing every time your clients look at your calendar, you know it’s up-to-date so you’ll never be double booked. Um….YES PLEASE!

So, whether you're a busy entrepreneur, a hustling freelancer, or a go-getter small business owner, Dubsado's calendar integration is here to make your life a whole lot easier. Say arrivederci to scheduling headaches and hello to smooth sailing ahead.

How to Link & Sync Your Calendar in Dubsado

Go to left side menu and select Calendar.

Select Calendar Settings. Then select Sync Calendar. Select your calendar account provider in the new tab that opens and follow the sign in process to get connected.

After Dubsdo’s calendar reloads, click Calendar Settings again and select the calendars you want to link.

Although you can only connect one calendar account to Dubsado, you probably have multiple calendars inside that account to organize different types of events.

How to Link Multiple Calendars

On the Calendar Settings page, you'll see all of the available calendars in your connected account.

Click Link Calendar next to each calendar you want to sync with Dubsado.

Once you link an available calendar, it will appear under Synced Calendars. You can click on a synced calendar to adjust its import and export settings.

Importing Synced Calendar Events

All events from calendars set to import will appear in a light orange color on your Dubsado calendar, like this:

Here’s how you want to think about which synced events you need on your calendar. I’d start by asking yourself this question first: Do the events on this calendar require me to be physically part of them?

If you have a calendar with personal events on it, but they’re of the kind that you have to attend, I recommend synching them to Dubsado. That way your leads & clients cannot accidentally double book you for an appointment.

If you have a calendar for business planning or marketing purposes only, and it has some more flexibility, you may not need to sync it. Think of a marketing calendar with social media posts planned on it. You may want to skip syncing it if you’re ok with the possibility of being booked for an appointment on that day that the post is due.

Exporting Your Dubsado Calendar

Setting a synced calendar to export allows you to see Dubsado events, such as projects with dates and scheduled appointments, while looking at your calendar outside of Dubsado.

For example, you have a synced calendar called "Work" set to export. When you look at your calendar outside of Dubsado, you'll see all of the Dubsado events on the "Work" calendar.

This is the easiest way to stay up to date on booked Dubsado events if you’re away from your computer, on your phone.

Pro Tip #3: Only set ONE calendar to export, or you risk creating duplicates of events. It can get gnarly pretty quickly. Yuck!

Hook, Line & Sinker

That’s it when it comes to calendars. It’s very easy and fast!

There are some tricks when dealing with some calendars, like Apple iCal. Drop me a line if you need help with calendars.

Are you ready to start streamlining your scheduling process for your clients? Want some help getting Dubsado set up to do all the heavy lifting for you?

Yes please! I’m SOO ready for this!!!

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