How to Use Dubsado in Your Wellness Business (and Save Time!)

Running a wellness business is all about helping your clients feel their best—but managing the behind-the-scenes tasks can feel like a full-time job. That’s where Dubsado comes in. It’s a business management tool that’s basically like having a personal assistant, keeping you organized so you can focus on what matters most: your clients.

1. Dubsado helps you simplify Client Intake

Every wellness business starts with a solid client intake process, but the back-and-forth emails can be exhausting. Dubsado makes this a breeze with customizable forms you can embed right into your website.

Imagine this: A potential client visits your site, fills out your intake form, and that info automatically syncs into your Dubsado account. From there, you can send them a personalized welcome email or even schedule their first session—all without lifting a finger.

Pro Tip: Use Dubsado’s workflows to send automated follow-ups if someone fills out your form but doesn’t book right away. It’s like having a gentle nudge built into your system!

2. Manage Appointments Like a Pro

Scheduling can be a nightmare, especially when you’re balancing multiple clients, wellness workshops, or yoga classes. With Dubsado, you can integrate your calendar and let clients book their sessions at their convenience.

No more endless emails asking, “Does Tuesday at 2 work for you?” Just set your availability, and let Dubsado do the rest. Bonus: You can even require clients to prepay for sessions when they book, reducing no-shows.

3. Send Contracts and Forms Effortlessly

Whether you need clients to sign a liability waiver, complete a health questionnaire, or agree to terms, Dubsado has you covered. You can create templates for all your forms and contracts, saving you from starting from scratch every time.

Even better? Dubsado lets you track whether clients have signed their forms. No more digging through emails to see if everything’s in order—it’s all right there in your dashboard.

4. Stay on Top of Payments

Nobody loves chasing down payments, but it’s part of running a business. Thankfully, Dubsado makes it easy to create invoices and set up automatic payment reminders.

You can also offer payment plans if your services include long-term coaching or packages, giving your clients flexibility while ensuring you get paid on time.

5. Automate Your Workflows with Dubsado

Workflows are the secret sauce that makes Dubsado so powerful. They help you automate repetitive tasks, like sending appointment reminders, follow-up emails, or post-session feedback surveys.

For example, you could create a workflow for new clients that looks like this:

1. Send a welcome email after they fill out your intake form.
2. Schedule their first session.
3. Send a thank-you email after the session with a feedback form.

It’s all done automatically, so you can spend less time on admin work and more time serving your clients.

6. Track Your Business Goals

As a wellness professional, it’s important to track not just your clients’ progress but your own business goals too. Dubsado’s reporting features can show you how much revenue you’re generating, which services are most popular, and where you might improve.

Set up goals within your account and check in on them regularly. This is a great way to make sure your business is growing in the direction you want.

7. Build Stronger Client Relationships

Dubsado’s CRM (Customer Relationship Management) tools help

you keep all your client info in one place. You can track their progress, session history, and even little details like their favorite tea or meditation style.

This makes it easy to personalize your services and create a memorable client experience. When people feel seen and cared for, they’re more likely to stick around—and recommend you to others!

Why Choose Dubsado for Your Wellness Business?

If you’re feeling overwhelmed by all the admin work that comes with running a wellness practice, Dubsado can be a total game-changer. It’s designed to save you time, keep you organized, and make your clients’ experience seamless.

How to Get Started

Ready to see what Dubsado can do for you? Here’s how to get started:

1. Sign up for a free trial. Dubsado offers a no-commitment trial so you can explore its features.
2. Use my code UNICAFORMO for 20% off. Whether you’re ready to dive in or upgrade to a paid plan, this discount has you covered.
3. Start simplifying your business. From intake forms to payment reminders, Dubsado will help you get your wellness practice running smoother than ever.

Final Thoughts

Running a wellness business doesn’t have to mean spending hours on admin tasks. With Dubsado, you can streamline your processes, save time, and focus on what you love: helping your clients thrive.

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