5 Dubsado Workflows Every Wedding Pro Should Have (That’ll Make You Wonder How You Lived Without Them)

If you're still manually sending contracts and typing the same emails over and over again... girl. We need to talk about workflows.

Workflows in Dubsado are the cheat code to streamlining your client experience and reclaiming your time. Once they’re set up, they do the heavy lifting in the background while you focus on the magic you bring to weddings. Here are five workflows every wedding pro should have locked and loaded:

1. New Inquiry → Booked

Someone fills out your contact form? Boom—Dubsado can send a warm, branded email, your brochure, and a scheduler link for a discovery call. No more scrambling through your inbox or forgetting to reply.

2. Proposal Sent → Contract + Invoice

With Dubsado, you can send a proposal, contract, and invoice all in one sleek link. Set up a workflow that sends this automatically after a consult call. When they sign and pay? Dubsado marks them as booked. Magic.

3. Pre-Wedding Check-In

A month before the big day, send an automated questionnaire to confirm timelines, vendor lists, and any last-minute details. Pair it with a reminder email so they know you’ve got everything handled.

4. Post-Wedding Wrap-Up

Want to end on a high note? Automate a thank-you email with a link for testimonials or a gallery download. You can even include a gentle nudge for referrals.

5. Payment Reminders

No one likes chasing payments. Set up automatic reminders that go out a few days before and after a due date. Friendly, professional, and no awkward “just following up” emails from you.

Set it and forget it—but still feel personal.

That’s the Dubsado way. If you’re ready to build workflows that feel like magic and sound like you, fill out the contact form and let’s make it happen.