Dubsado 3.0 Walkthrough: What’s New, What Moved & How to Navigate the Update

Dubsado 3.0 is finally here 🙌🏻 and in this full walkthrough, I’ll show you everything that’s new, how the interface has changed from Dubsado 2.0, and how to navigate the new dashboard, inbox, projects, forms, invoicing, tasks, scheduler, and flows (workflows).

If you're a social media manager, VA, OBM, coach, or online service provider, this tutorial will help you understand how to use the brand new Dubsado 3.0 platform with confidence.

As a Certified Dubsado Specialist, I’ll walk you through:
✔ The new dashboard
✔ Upgraded search + navigation
✔ Projects, invoices, tasks, and events
✔ The new inbox + AI email summaries
✔ Forms + form templates
✔ Time tracker
✔ Schedulers and calendar
✔ Recurring invoices + autopay improvements
✔ And the brand-new Flows builder (workflows)

If you're wondering whether to switch from Dubsado 2.0 to 3.0, or you just want a clear, simple demo, this video will help you get started fast.

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I’m Betsan, Certified Dubsado Specialist, Systems Strategist and mum of two from Wales 🇬🇧

I help busy social media managers, virtual assistants and online service providers streamline their systems, automate their client experience and reclaim their time using Dubsado.

If you’re tired of juggling enquiries, onboarding, invoices and the never ending admin... you’re in the right place.

On my channel, you’ll find:
→ Dubsado tutorials and walkthroughs
→ Workflow strategy and automation tips
→ Behind-the-scenes of client setups
→ Lead capture, onboarding and proposal best practices
→ Systems that support sustainable business growth

Whether you’re brand new to Dubsado or ready to take your setup to the next level, I’ve got the tutorials and strategies to help you get there... minus the tech overwhelm.

Let’s build a business that gives you more freedom, not more to do lists 🫶🏻

Chapters
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00:00 - Intro
01:18 - Dashboard Overview
06:09 = Sidebar Navigation
08:49 - Projects Tour
14:44 - Contacts
15:49 - Messages + Custom Email Templates
18:52 - Tasks Overview
19:53 - Calendar (Events)
20:43 - Schedulers (Events)
22:40 - Invoicing + Recurring Invoices
25:15 - Forms + Form Templates
21:12 - What Is A Dubsado Flow
28:49 - Dubsado 3.0 Flows (Workflows)
31:10 - Outro
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#dubsado #dubsado3.0 #smallbusinesstools



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