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How to Book a 15-Minute Consultation Using Dubsado Scheduler

Introduction

This guide provides a detailed walkthrough on how to schedule a 15-minute consultation using the Dubsado scheduler. By following the instructions, you will learn how to set up your availability, sync your Google Calendar, customize reminders, and manage client bookings effectively.

Step-by-Step Instructions

Access the Dubsado Scheduler

Begin by navigating to the Dubsado dashboard. On the sidebar, locate the "Scheduler" option where you can set up your consultation call.
Walkthrough of using the scheduler within Dubsado

Set Up Your Availability

In the scheduler settings, you can edit your availability for the 15-minute consultation. Ensure that you input the times you are available for calls.
Editing availability for the consultation

Sync Your Google Calendar

To prevent double bookings, make sure to sync your Google Calendar. This will automatically block off any times that are already booked.
Sync Google Calendar to block off times

Customize Reminder Settings

Set up reminder notifications for your clients. You can configure a 15-minute reminder and a 24-hour reminder before the call. These reminders can be adjusted as needed.
Setting up reminders before the call
Once your settings are configured, click on "Copy Link." This link can be shared with clients and integrated into platforms like Jiffy and Kajabi for seamless booking.
Copying the scheduling link

Confirm Call Booking

After your clients book their consultation, they will receive a confirmation email indicating their call is confirmed. They will also see a page that says "Call Confirmed."
Confirmation email for booked call

Add Location Details

If there is no location provided in the calendar invite, you will need to add that manually. This helps clients know where the consultation will take place.
Adding location details for the call

Manage Appointments

You can reschedule or cancel appointments directly from the scheduler interface, allowing for flexible management of your consultation times.
Managing appointments in the scheduler

Conclusion

By following this guide, you should now be able to efficiently set up and manage 15-minute consultation bookings using the Dubsado scheduler. With the ability to customize availability, sync calendars, and automate reminders, you can streamline your client interactions and focus on providing excellent service.