Scheduling an Appointment in Dubsado 3.0

Dubsado lets you schedule appointments or events directly inside a client’s project - ideal when you’ve already discussed and confirmed the meeting details outside the platform.

Booking on a client’s behalf will also trigger the Appointment Confirmation Email tied to your Scheduler Template, keeping communication automated and consistent.

To book an appointment for a client:

→ Navigate to Projects on the left sidebar

→ Select your Client from the list

→ Click into the Events tab inside their project

→ Click + Add Scheduler

→ Use the Dropdown Menu to select your scheduler

→ Click Book for Client

→ Click Continue

This opens the scheduler exactly as your client would see it.

To complete the booking:

→ Select the agreed Date

→ Select the Time

You’ll then see the appointment confirmation screen - this is normal. The copy here will reflect client-facing wording, just as it would if a client booked directly - no need for concern.

Once the appointment is booked, your Confirmation Email will automatically send based on the scheduler settings.

If you need to update the meeting details after booking, click here to see how to Reschedule an Appointment inside Dubsado 3.0.