If you’re still manually organising client files and chasing down missing assets, let me introduce you to a game-changer: Dubsado Custom Fields + Google Drive + Zapier.

With this setup, every client gets an automatically created Google Drive folder linked directly in their Dubsado forms. So they know exactly where to upload assets, and I never have to hunt for missing files again.

Here’s how it works:

Step 1: Automating Google Drive Setup ⚡

The moment a client books a service, Zapier steps in to handle the file organisation for me. It automatically creates:

✅ A Google Drive folder just for that client

✅ Subfolders for assets, forms, and important docs

✅ A structured, easy-to-access file system, without me lifting a finger

No more manually setting up folders. No more losing files in email threads.

Step 2: Linking Google Drive to Dubsado

Next, I use Dubsado’s custom fields to store each client’s unique Google Drive folder link. This means:

Clients always have access to the correct folder directly inside their onboarding form
I never have to email “Hey, here’s where to upload your assets” again
Everything stays organised and easy to findThe Three Key Phases Of A Great Client Experience

To create a standout client experience, focus on three main areas which are enquiry/onboarding, project delivery, and offboarding. Each phase contributes to a seamless journey that leaves clients delighted and willing to advocate for your business.