top of page

Setting Project Start and End Dates on Dubsado

Depending on the way you provide services, we may have set up "Project Start Dates" or "Project End Dates" within your Dubsado Account.


You may even have Workflow steps that trigger based on the clients' Start or End Date.


If you ever need to manually set a Project Start or End Date, here's how you can do so:


Step 1: Navigate to the "Projects" tab on your left side menu + Select the client in question


Step 2: Under the Client Project Name, click "Set Date"


**Important Note: When setting your Start & End date, be mindful of the option to "Show me as Available or Busy". Selecting "Busy" will block off any timeslots that you may have available on your Scheduler between those dates. We recommend selecting "Show me as available" unless you are actually on-site with a client within those dates and are unavailable for anything else.



DID ANYTHING COME UP FOR YOU THROUGHOUT THE TRAINING?

Make a Post in our

Community!

I'll be glad to answer your questions and hopefully,

others can learn something new as well!

Don't have any questions? No problem! Let's chat

about what you liked most about this lesson :)


IMG_1336.jpg

Hi, I'm Ashley!

I'm the founder, head creator & hype girl behind Bloom Creator Studio – an intentional brand strategy studio helping eager entrepreneurs develop an effective and strategic approach to standing out online.

I created Bloom Creator Studio to serve as a platform for enrichment and connection. My main priority is for all of us to learn and grow within our businesses, and to empower and lift each other up as we do so. 

we all rise together!

Chat with Our Community!

bottom of page