top of page
claim your FREE business audit!

How to Archive a Workflow on Dubsado

  • Writer: Bloom Team
    Bloom Team
  • Feb 5, 2023
  • 1 min read

Updated: Jan 2, 2025

Did your client end up on the wrong workflow? This can happen sometimes depending on how your Lead Capture form is set up.


You might also need to remove a client from a workflow if their project has gone dormant, or has been paused for an extended period of time.


Check out the screenshot below to see how:


Step 1: Begin by selecting "Projects" from your left-hand side menu + Select the client project in question (hint: you may have to access this from your "Archives" folder if this is a dormant project)



Comments

Hey there!

DSC_0086.jpg
READY TO BLOOM?

We're Ashley and Lynne, and here at Bloom, we combine design expertise and strategic know-how to empower your wellness business. Let us guide your venture from its inception to industry success with tailored strategies and effective solutions.

Bloom Floral Illustration.png
FREE OFFER!!

Comprehensive Business Audit

Untitled.jpg

Feeling overwhelmed by conflicting business advice?

 

Sign up for our free business audit, where you’ll share details about your wellness business, and in return, we’ll provide actionable steps and tailored advice.

 

DISCOVER HOW TO: 

✓ Prioritize Investments,

✓ Sharpen Your Focus,

✓ Attract Ideal Clients, and

✓ Carve a Clear Path to Lasting Success.

GET THE BUSINESS ACCELERATOR

Start-up to Sales in Just 14 Days!

The Business Accelerator.png

This program distills our expertise from helping hundreds of wellness entrepreneurs flourish, offering you the same high-level insights as our one-on-one consultations but at a fraction of the cost.

​

✓ Video Lessons (Valued at $750): Engaging, high-quality educational, coaching, and tutorial videos

✓ PDF Workbooks (Valued at $175): Interactive workbooks to enhance your learning experience

✓ Exclusive Bonus Content (Valued at $300): Practical SmartSheets, Forms, and Templates that you can start using in your own business, today!

 

Click on the link below to save over $1200 on the value of this kit.

Tutorial Library

All of our 'how-to' tutorials to help you make the most of our top trusted platforms and tools. 

Educational Articles

bottom of page