Getting Started in Your Account / Lesson 3: Integrating External Accounts Overview

Опубликовано: 04 Октябрь 2023
на канале: Dubsado CRM
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There are a few external accounts that you can directly integrate with your Dubsado account. That includes your email, payment processor and calendar. Once these accounts are officially connected, you'll be able to take full advantage of Dubsado's forms, invoices, and scheduler features.



In this lesson, we'll explain how to connect your email, customize your email signature, connect your payment processor, and connect your calendar.