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Dubsado Client Portal 101

Your Dubsado client portal is like a meeting room booked exclusively for you and your clients, that remains active even during your absence.


Let's make sure it leaves an ever-lasting impression!



What is a client portal in Dubsado?

A Dubsado client portal is a place to store all


How to add a Client Portal Banner to your Dubsado client portal?

Follow along the steps to upload a default client portal banner to your Dubsado:

  1. Log in to Dubsado and open Settings (⚙ gear icon on upper right corner of screen)

  2. Click on Portal

  3. Upload respective images on Desktop and Mobile portal banner areas

  4. Turn OFF the ‘Welcome Message’ and ‘Logo’ options

  5. Save the changes (screenshot shared below)


How to add a Client Portal Banner to your Dubsado client portal?
Settings to add a Client Portal Banner to Dubsado client portal

Click here to download your Free Client Portal Banner template (Canva Free version)




How to add a custom / personalized Client Portal Banner in Dubsado for your premium clients?


You know you can personalize client portal banners for each client… right?

  1. Simply create a personalized desktop portal banner (or use the template link above to design one in Canva for Free)

  2. Login to Dubsado → Go to Utilities → Address Book

  3. Find the client name and open contact

  4. Upload custom desktop portal banner and save the changes


How to add a custom client portal banner in Dubsado
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How to add a custom client portal banner in Dubsado
Step-3

Here are some cool ways to use your Dubsado Client Portal

Not sure how to use your Dubsado client portal? Here are some cool and effective ways you can use your Client Portal to communicate with your clients:


1. Give them acc


Client Portal Tips


1. Keep your client portal updated and branded

  • Keep the client portal banners updated with your brand colors, logo, fonts, images, tagline, etc.

  • Add your picture & logo whenever possible

  • Take care of the dimensions (desktop portal banner size is 1800x200)

  • Keep ALL of the important details on the left-hand side (the portal banner is shown from left to right for smaller screens like laptops). Avoid adding details on the right side

  • Activate/deactivate the client project upon project completion


2. Make it resourceful and easily accessible


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