Fill in Dubsado Portal Link

Even though your client will be working primarily inside The Setup OS, it’s still a good idea to give them access to the Dubsado Client Portal - especially if you’re following the recommended process, which includes sending forms via Dubsado.

Why?

Because while Notion handles the majority of the setup and strategy, Dubsado is still the home base for certain client-side actions - like filling out their onboarding questionnaire. Giving them portal access makes it easy for them to double-check that everything’s submitted, review past communications, or access their invoice and contract.

If you choose to add the portal link to The Setup OS (which is recommended for convenience), you’ll also need to set a portal password for each client. This step is already baked into your project task board to help you stay on top of it - but don’t forget to update your workflow email templates to share their password when the time comes.

Right now, Cait’s portal link is filled in as a placeholder. Just follow the directions below to swap it out or remove it. The button is in multiple places throughout The Setup OS, so make sure you follow these directions closely to ensure it's properly switched out EVERYWHERE.