Selling Gift Certificates Using Dubsado

If Dubsado still feels scary to you, you'll love this guide! You'll feel fully supported throughout the entire process and the super detailed instructions will give you the confidence to know "I can't screw this up!"

Your One Day Workflow for Selling Gift Certificates Using Dubsado includes:

  • A visual workflow flowchart to give you a bird's eye view of the process
  • Step-by-step instructions & video tutorials for how to create every piece of content in Dubsado (including workflows!)
  • Checklists and swipe copy so you never miss a detail
  • Bonus tips and tricks for staying organized


Basic Workflow Overview

  1. Potential customers will be able to view your gift certificate offers either directly on your website or through a direct link to your Public Proposal
  2. Once they've paid, you'll be prompted to update their gift certificate with an expiration date and their redemption code
  3. After you've made your updates, Dubsado will email the gift certificate to the purchaser so they can either forward the email or print and delivery the gift certificate to the recipient
  4. The gift certificate will include:
    1. Recipient's Name and Email
    2. Gift Amount
    3. Expiration Date (optional)
    4. Redemption Code
    5. Redemption Instructions
    6. Terms & Conditions

10 Modules

Modules for this one day workflow template 10
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Personal Information

Payment Options

 Selling Gift Certificates
 $ 47.00 USD

How do you want to pay?

Credit/Debit Card
No payment method needed.

All contents of this product are the copyrighted and legal intellectual property of Daybook Solutions, LLC (dba Sarah Leigh Day) and may not be copied, distributed, used, or sold without the express, written consent of the owner. All content provided in this product is provided as information only and Daybook Solutions, LLC does not accept any liability whatsoever for the way that it is used by any party. Texas state and local sales and use tax is included in the sales price.

By submitting your name and email address and remitting payment, you grant Daybook Solutions, LLC (dba Sarah Leigh Day) permission to share your name, email address, and payment status information related to this purchase directly to Dubsado as evidence of your purchase. Dubsado will never contact you regarding this transaction; however, Dubsado does require all Certified Dubsado Specialists to verify services rendered on an annual basis. For more information about these requirements, please visit https://www.dubsado.com/certified-dubsado-specialist.

Please note that a free Dubsado trial account will give you access to create all of the templates and workflows you'll need to set up this automation. However, in order to fully execute this workflow for your business you will need to have a paid Premier Plan subscription through Dubsado. Use my affiliate link https://www.dubsado.com/?c=sarahleighday or enter coupon code sarahleighday at checkout to get an extra 30% off your first month or year when signing up for a paid Dubsado subscription (valid for new subscriptions only).

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