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Dubsado

Client management suite for solo businesses with scheduling tied to workflows.

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Dubsado is a business management suite for freelancers and small service businesses that centralizes client records, forms, contracts, invoicing, and scheduling behind heavily customizable workflows. Its scheduler was rebuilt from scratch in the 3.0 update to feel like a standalone booking tool, but its real strength is automation: a booked appointment can kick off a sequence — confirmation email, pre-meeting questionnaire, follow-up invoice — without manual steps.

The scheduler supports configurable appointment types, buffer times, intake forms, and Google Calendar sync, and it plugs into the wider platform: a centralized CRM with contact details and communication logs, a client portal for contracts and invoices, and workflows that automate emailing, invoicing, and task creation. The trade-off is a steeper learning curve than a simple booking link, given how much it can do.

Pricing is flat-rate regardless of team size, with a free trial that is limited by client count rather than time. Plans run roughly $20 per month (Starter) and $40 per month (Premier) billed annually — note that the scheduler is only included on the Premier tier. Dubsado runs on the web with iOS and Android apps. It fits solo operators who want scheduling embedded in an automated, end-to-end client workflow.

Best for:

Freelancers who want scheduling embedded in a customizable, automated client-management workflow.

Features:
Appointment schedulerClient CRMForms and contractsInvoicing and paymentsWorkflow automationIntake questionnairesClient portalBuffer times and appointment typesCalendar syncFlat-rate pricing
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