Adding a Client to Dubsado

Dubsado

1. 1. Go to Dubsado log in page

   Log in using your credentials saved in your password manager

2. 2. Select the business you want to add the client to

   

3. 3. Click on Projects

   

4. 4. Click on New Project

   

5. 5. Type a Project Title

   The project title can be whatever you want. It can be the business name or the name of an individual. It can also include the product or service that this project is for.

   

Dubsado

1. 6. Click on Create New Client

   

2. 7. Type in the name of the person or contact

   

3. 8. Type the business name (if applicable), email, and phone number

   

4. 9. Click on Status *…

   

5. 10. Click on Status and select the one that applies

   This can always be changed later, so do not stress on this too much

   

6. 11. Click on Create Project

   This will create the new project and client for you