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the asado can help you manage leaves and projects good contract sign get payments on invoices send client questionnaires and so much more if you're wondering what the asado can do for your business and this stuff's I don't walkthrough video is for you I'll be showing you around this amazing unicorn over tool so let's go hi I'm crystal Clark I help time stamp entrepreneurs create more productivity and more profit in their businesses using the basado so that you can allow your clients and also save time and money in the process if you want to know more about the Bassano tutorials or productivity tips and the basado form design hacks subscribe to my youtube channel right here and hit the bell button so that you get notified the second a new video goes live let's go ahead and start I'll walk through right now now first things first when you log into the basado you're going to see your dashboard now your dashboard here has a ton of amazing treasures on it to start with so let's talk about everything from top to bottom first and foremost when you come into your dashboard all of the clients that you have in Davos are oh and all of the projects that you have in-depth subtle are searchable right here in the search bar so if I want to type in the name of a client the clients name as a as a person in my address book would pop up here as a client and then you can also see any projects associated with that clients name so it's very easy to find either their record or just their project and you can have multiple projects in under here by client name which is very nice if you come on over here to the inbox icon which is this nice envelope you'll be able to open up your inbox now this is a test environment for me so I do not have any emails in here but if you were to send any emails through dub Sato any emails that you received back from the client would show up here for you to be able to look at and reply back to right here in the inbox without having to open up the project l if you go on over here to the Bell button that you will see a red dot which is an indicator of a notification now you'll have notifications if a client you know signed your contract if a client approves or submits for approval for the proposal if the client pays an invoice and many other things you'll be able to see a notification panel of anything that you need to be in the know about that happened recently based upon client actions if you click the question mark button here you'll be able to see any access and quickly write directly to the Pasado's Help Center you also can access dub salado's community which is my favorite place to hang out on Facebook seriously because it's not just conversations about how the asado works and you also have the ability to bounce ideas off of other dub style users that may also have a similar business or similar business model as you you also have some release notes here which I really like to look at a lot because that is details on any new features the basado has recently launched and of course you can click contact to contact to contact them settle directly excuse me another one of my favorite places if you need help is to just click right down here that has the box and a smile on it and you can access dub Sato's amazing support team and just creating a new conversation there to ask any questions if you're stuck on anything using their tool or you can of course search for articles associated with a dub subtle features and then finally you can schedule a time to have a one-on-one screen share meeting with them just in case you might be struggling and need a visual tool that's for all the visual learners out there like me now let's click right here which I skipped over was gear the gear icon here which is where your settings are you can make changes to your brand settings and of course you can also add users and integrations or other tools that you use to set up your emails set up your time zones and so much more my favorite thing in the basado is the client portal and here's where you can basically set up your client portal settings my favorite resource and tool is a client portal is because you are able to basically have a client log in and see all of their appointments that they've scheduled with you go to their project resources see any PDFs that you've uploaded or other links maybe to other corresponding resources that you have for the project they can also edit their own settings and their names and their email addresses if anything's changed it's kind of like a really great central hub for them to locate invoices to pay and even contracts to review everything is in there and it's so amazing to use that's one of my favorite tools in the basado now let's go ahead and head back to the dashboard so that we can review some of the other features on the dashboard which I don't think I could live without honestly in the dashboard here you'll see that you can set a financial goal so if you want to say maybe only set a three thousand dollar goal for yourself for that month or maybe a hundred thousand dollar goal for the year you totally could set that goal and be able to monitor that monitor that goes right here on the dashboard now my favorite thing about this is that I can see as invoices are paid by club by clients through tips on Oh like ima see if I have a one thousand dollar invoice paid and I'll say out one thousand dollars of my three hundred of my three thousand dollar goal for me has been met which is such a nice indicator so you can set goals and monitor those goals every time you lock in a tune-up Sado another area here your dashboard is open invoices this is the amount in open invoices that have that is a amount based upon the invoices that you sent to clients but they just have not been paid yet this revenue indicator area is basically how you're doing now based upon how you date in the last 30 days up until this point so you can see am i trending up or down based upon where I was last month at this time this area here for recent shows any invoices that you missed payments on or that clients have missed payments on if they have a specific due date on though this is an area where you can click to sign any contracts that the client has signed but you need to countersign them so you don't miss those of course you have a area here for approving any workflow actions that you may have a sign to send out in your workflow but you don't want it to sit automatically and you want to maybe take a peek at it or and it's something in an email before it goes out and then this recent area also houses any announcement for newly launched features in dub Sado another one of my favorite areas on the dashboard is the calendar you can look at your calendar in a weekly view which is what I really really like you can look at it in a monthly view as well so in this monthly view you're able to see alright I have this a full planning project with John snow that starts on the 6 but ends on the 27th and you're able to see when all of your projects essentially start and stop so that you're not overloading yourself or double-booking yourself for an event or a project you can also see any tasks that you have on your calendar at any specific day and time so that you know when things are due and you can look at a glance to know what's coming up or what you should be working on in your business next you also have the overview which you can see everything kind of what's coming up what it is what it's working on when you're supposed to work on it how long it lasts and of course you can see a few details of the project right from this overview screen so you can see that it has an open invoice for two thousand dollars the kind the contract has been signed by the client it's on a project on the 5th of May which is just showing you everything in a just very general way without having to open up the project per se to let go of the details if you look my mouse pointer does turn it into a finger pointer just indicating that you have a link here so you can't click and link directly to the project and if we scroll down a little bit further you'll be able to see that you can't look at your financials so as clients pay invoices and you get income as you document expenses and things that you spent money on in your business maybe software or marketing anything that you spin the bottle is tally 8 how you're trending up or down for income and expenses that week or that month at any given time and of course you can change the date ranges here so you can do how am i doing from this date range this month versus this date range last month so you could do both of those there and then finally you have the ability to view and and any tasks right here on the dashboard that you need to work on for any jobs or client projects all right now let's head on over to the projects area if you look here to the left-hand side of the Dubs auto dashboard here you have like I call it the left hand menu or the left side menu you're able to see a lot of the different features and areas that you'll have access to to use for your double-sided projects and client management so let's jump on in to the projects area in the projects area you have the ability to view your leads and your jobs in one place I like this a lot because in some client management tools you don't get this ability to kind of see everything in one place and I love that you can do that in depth Sado so when you jump into Deb Sato you have the ability to see all of your current leaves or projects on a list which I love so I can see everyone on the list and what they have going on I can see what I've titled the job I can see the clients name what date the project is supposed to start the invoices that are open if the contract has been signed if there's a workflow active on the client if there's a status that I want to change something to or of course I can archive or delete the project or lead you also have the ability here on the dashboard to manage what dub Sado calls project statuses hands down this is a life changing and life saving feature that a lot of other tools don't have and I'm glad that dub Sato it has it and it has the ability for you to be able to a degree its look and create these custom little icon cubby holes these custom little cubby holes that you put clients in so you know how many people you have in a slot at a time or that you can have quick lists and buy quickly as I mean if I have several clients fill out my contact form and they've booked the consult I know I have two ladies right here stark sisters that have booked a consult with me and they're just hanging out here until I'm done having the consultation or maybe Sansa I've already sent her a proposal so I could change her to proposal C and it will automatically move her into proposal sit so now I have two clients that I've sent proposals for and I've just kind of hanging out and waiting for them to complete the proposal and if they don't I can just say okay I've got two people to followup with today I sent the proposals and of course you can send them emails and follow-up and everything of that nature but at Eglin its kind of seeing where people are in your process or maybe just no wants to wait a few days so maybe he needs follow-up so I can kind of move people in these different cubby holes based upon where they are and you can create statuses or project statuses from where people are you can create project statuses for leads and you can also create project statuses for your jobs and projects so let's say you know I want to have all of my wedding wedding planning clients in one Kirby hole or maybe my month of coordination and one coming whole or my floor does not clients in one little area so that I can see how many people or how many projects I have by service at a time so you can use projects statuses in so many different ways but I will do a full video on that at a later date okay and now one thing I want to show you before we leave here is tags which you can do text so I can hover over this tag here and I can assign that tag a name so I can assign that tag day by where the clay is in my process or what type of service are getting with me so I can see on a whim what that claim is getting without having to open up the project now I name my projects by what they're getting - the clients first name so I can see that as a glance but you can also use tags for that as well as clients get invoices into them on the project overview area here you are able to see that the client has not paid this invoice what's the client does start making payments on the invoice this will fill up to green to let you know the client has either paid or not paid and that's again one of those features at a glance that you can see without having to open up a client file now if we open up a client file here you actually open up your full client space and be able to see all of the documentation for this clients project you're able to name the project as you saw here you're able to assign that project a start and end date and you can work yourself as busy or available if you work on multiple projects at a time in a specific date range you can add or access a contract assign those tags that we talked about so if I have a month of coordination and floral design she could of course get both services just so I can see at a glance what she's getting I can change her proposal or job project status I can update her information by clicking the pencil icon activate her client portal and of course I can assign locations to the job and custom information and custom map fields and I can of course assign a team member and even a sign where this lead came from so if I had a lead from Facebook or wedding or whatever I would be able to document where those leads so I know where to spend my marketing dollars you also have the ability to review your inbox this is any emails that use it to that client for this project and of course any of their replies to those emails as long as you send it through Deb Sato you will be able to review the clients responses in DUP Sato you also have the ability to view any invoices that you sent the clients any forms of proposals questionnaires or lead capture forms that the client has completed or usit's to that client you're able to monitor in the appointments that the client has booked with you um any workflows attached to their job any tasks associated with things that you need to complete just for this project and of course any notes if you want to add any notes or documentation of any calls that you've had with the client just a big space to manage everything for that client and one of the biggest tips I can give is take notes and use the features because they're very very powerful and they will save your life now moving on back to our side menu here in the reporting tab you'll be able to add and review any project sources that you have so this is where you're able to create sources let's say you're marketing on Facebook Instagram Pinterest Twitter wedding wire maybe you have a specific magazine that you market in maybe you have the not Atlanta that that you market in specifically and you want to add that as a source you can search by source or you can even add it as a new source here and assign it a color and then you can and the sources in here and you can add these sources as a question on your contact form so the client can choose and let you know where they heard about you and you can have a report of all of those sources which brings me to project breakdown if you go into the project breakdown you're able to see in different time frames and even custom time frames where and how many of your leads and projects came from a specific source so right now I have three leads in here one from wedding wire one from Facebook and one from Instagram as clients fill out your contact form or you add projects in here and assign them sources you'll be able to see where you're getting most of your clients from and that will also help you to determine where to spend your marketing dollars which is amazing you have filters in here too so you can just decide that you only want to look at one two or three you know items at a time or two items at a time you can look at whatever you want to look at at any given time you also have the ability to look at any invoices that have been sent out to clients and get a notation of notation of if they've been paid if there is a payment plan or payments received from the clients you're also able to review any transactions in here that you have that are either incoming monies that have been received from clients from invoices that you've sent or you can create an expense to say hey I spent a hundred dollars using my credit card on you know Facebook advertising no so and you can assign that to a job if this is an expense let's say that you spit specifically on a client let's say you purchase candelabras or candles for Sansa Starks floral design you can say I spent $100 on her floral design on my credit card and you can assign that expense to the clients the client project that you've worked on or maybe you had an ad that you read you can document your expenses here you can also document any taxes that you paid any tax payments that you made to your government or your state and then you have chartoff accounts here where you can add any accounts that you want to document and buy chart of accounts it's kind of like categories of different types of income or different types of expenses so you could have advertising expenses software expenses or you can have income based upon service or a shop that you have or something of that nature you can even export your profit and loss statements which are easy to send to your accountant to be able to complete your taxes each year which is amazing in here now I do want to just interject a little bit to let you know that demo does have a quickbooks online integration so you can connect them Sado with your QuickBooks account and be able to document the income that you're bringing in from the up Sado on QuickBooks so everything kind of talks to each other a little bit so it's so so amazing how powerful the Sado is and of course finally you can access any reports or expenses and get a full breakdown of everything that is coming in and going out money-wise alright so let's move on to your calendar we talked a little bit about the calendar before but I just want to show you that you can look at this calendar in a month a week or a day late view and then you can also look at any events or appointments that clients have um set with you so I don't have any events in here but if I had appointments booked with clients you'd be able to see them on that calendar let's jump on over to tasks which are the bread and butter one of the breads and butter of Dubbs ah no it's the peanut butter and we got some jelly coming up here in a minute so if you look at the task here you can see tasks that are just assigned to you you can see tasks are assigned to you and all of your team and then of course you can look at your tasks and a board of you so if you have some boards that you created in here so like I have a job board for a project that I did with Arya Stark for example I can't pull up that board add task to it and of course I can move tasks based upon you know are they complete or are they not complete or where are they in my process I can move things in a Trello like fashion if that makes sense you can add a task just like this you can also delete tasks you can copy tasks and then of course you can create additional column if you want so you can put you know under review if you would have a review process and it's really easy to do all of these things if you open up each of these tasks you can open them up create a name put a due date on them you can even assign them to a specific user or team member and files if you want to add a file as a item for your team's review and then of course you can comment on these tasks so that your team members know where you are on this task and what you've done last alrighty and then if we move on to utilities here you do have the ability to look at your form list so this is any form you send out to a client whether it's been completed or not completed by the client and this is really good because at any point in time I can say all right I sent out this proposal this many proposals to clients and I can puts it or complete it in a drop-down up or down and it will put all of the knows and all of the yeses together so I can again see who I need to followup with or look at on a dime your address book is basically a really great it's basically like your contact list in your phone it's basically all of your clients that you've worked with or any client that's filled out a contact form or anyone whose book a consultation or call or meeting with you through the basado scheduler everybody is here whether they have an active project or not so that you can just pull up their name look at everything that they have so if I want to pull up sansa for example I can add an image of her I can't put all her details for social media I can update all of her information upload a custom portal banner for her I can look at all the emails all the forms that I've sent all the projects we've worked on and you can have ten projects all of the projects that you've ever worked on every note that you've ever added and any call logs that you've ever done so it's nice to just have just the client view of everything with all of their different projects then they have to essentially open up each project to look client information which is nice if we head back over to utilities you also have access to something called the time tracker and the time tracker is very helpful for anyone who essentially does work by the hour and you want to build those hours after the work has been done so I could say I was doing some floral design research you know for Sansa I could choose the job and then I could say I want it to be a hundred dollars an hour and then I can assign in a category a floral design whatever category I want it to be then I can start my timer and as I start my timer at daum Sato is let me know that says hey you got some time going here the timer's going you see the timer going here and as I work on this project I can go away work on the project and then come back to them Sato and stop the timer and once I stop the timer interrupts almost automatic on Italian how much that client owes me based upon the hourly rate I put in and how much time I actually spent on the project now you can click this button to apply it to invoice and you can see any open time stamps or time frames that you've documented you can see any time that you've invoice and placed on the client invoice or you can see them both if I apply the invoice then I'll be able to see both of these line items on the invoice area which is awesome and then finally let's head on over to templates now I have to say this is where you're gonna kind of live when you first get in to dub Sato because it's the place where you can kind of get everything set up between this area and your settings area over here you're gonna be hanging out in these two areas the most so let's jump on in your scheduler is basically a amazing tool for you to be able to send your scheduler or your calendar essentially out to clients so that they can access available times that you have open to book a meeting or a call with you these could be in-person meetings online meetings using zoom or phone calls basically you're able to create your own custom meeting type set your availability and clients can only book those meetings during those available times or your scheduler and that eliminates a lot of back-and-forth emails of when are you available I'm only available on Tuesday at this time and what about Wednesday clients will be able to look exactly on your calendar and only book times based upon your availability using the scheduler and this eliminates you having to spend additional money on having episod oh and calendly or nevado and acuity so it is essentially eliminating an expense from your expenses that you have to pay each month which is a hallelujah for all of us if you go on over to forms you are able to use this space to basically create contracts sub agreements questionnaires proposals and lead capture forms and lead capture forms are just basically another fancy way of saying a contact form on your website so any time a client fills out a contact for your website this was what a lead capture form is and you can create your lead capture form here dub Sado and embed it to a page on your website very very easily you can create proposals to sit for clients and one of my favorite hands down a client management task that you can create the basado is sending a proposal contract and invoice in one swoop so the client can complete all three tests on one screen without you having to send ten emails to send each item one by one and I gotta tell you I probably say that every feature in up style is my favorite because dubs Auto is my favorite so if I say favorite a lot I just loved upside of that much okay you can also go into canned emails and this is where you can create any canned responses or what you would say as an email template to send to clients if you had an email that you and over and over and over again it's basically like I don't want to have to type that in every single time I send that to a client where you can create a kid email for that and basically you basically write in your email and you create an email template so that you can save it in a flash so basically you just pull up a client file or client space for a project click a kid email icon it is essentially add that email right in a flash isn't it to a client in no time without having to type that same information over and over if you find yourself typing a lot of emails over and over every time you get a new lead or every time you need to send a proposal or every time you need to give a questionnaire information from clients and those questionnaires out candy mails will save your life if we move on to packages packages is the place where you can create all of the services that you offer as unique packages so that you can easily and quickly add them to proposals and invoices in a flash it is taking the time from you to have to make you know or take hours and hours to create these custom proposals in a PDF or custom proposals in canva or in a Word document you're able to just add all your packages in here and then quickly add them to proposals and invoices in no time life saver finally it's going on over here and talk about payment schedules and payment schedules are basically all about creating a payment plan is essentially what that is a payment plan that you can say hey what a client signs my contract I want them to pay me a deposit or 50% down now when they sign the contract and they book officially and then maybe the other 50% or amazing amount later over a few payments over time you can create a custom payment plan end up Sado that you can attach to proposals and invoices so that clients can pay on a schedule without you manually or or having to remember when those payments are due and the cool thing about it is on these payment schedules you can assign an email that go out to remind the client based upon the upcoming due dates of when the next payment is due and then last but not least the best place of them all is the dub sato workflow area this is the area where you are able to add workflows and create these custom client experiences and lists of tasks that you need to complete with every client as you complete your work so if you have the same you know if your wedding planner and you have the same wedding planning process you don't have to manually remember what tasks are and when you're supposed to do them you can set them up as a streamline set of tasks in a workflow that has built-in automation so you can kind of almost have your own superhero sidekick or a kick-butt assistant to help you automatically do things based upon where you are in the process be that sending an email to a client or sending a proposal automatically when the consultation is over things of that nature so that everything is in the system eyes and streamline to do process that either are tasks that you do manually or tasks that you do and dub Sato does automatically for you it's basically like having a virtual assistant without having to pay that fee of a VA each month it's very very helpful well that is the quick dose that we'll walk through for beginners for help with your dub Sado form design or your designer workflows head on over to Crystal Clark creative comm so I can help you out don't forget to subscribe for more upcoming videos here on my youtube channel see you next time bye [Music]