Terms & Conditions: Text

Dubsado
Terms & Conditions

These additional Terms & Conditions apply to Dubsado services and packages provided by Creative Edge VA Ltd and should be read alongside the main Creative Edge VA Ltd Terms & Conditions.

By purchasing a Dubsado package, paying an invoice or proceeding with the service, the Client agrees to these additional terms.

1. PAYMENT

1.1 Full Payment

Where the Client chooses to pay for their Dubsado package in full, payment must be received before the Planning & Mapping Call takes place.

Work will not commence until the required payment has been received.

1.2 Payment Plans

Where a payment plan has been agreed:

50% of the total package price is payable before the Planning & Mapping Call; and
the remaining 50% must be paid before the next agreed build stage, and in all cases before Stage 3/content implementation begins.

Work may be paused if an instalment has not been received by its due date.

1.3 Additional Work

The package price covers only the services and deliverables specified within the package purchased.

Any additional work requested outside the agreed package scope will be quoted separately or charged at Creative Edge VA Ltd's current Flexible Ad Hoc hourly rate.

2. CLIENT CONTENT & RESPONSIBILITIES

2.1 Providing Content

The Client is responsible for providing all content, information and materials required to complete their Dubsado setup.

Depending on the package purchased, this may include:

canned email content;
questionnaires and forms;
proposals;
contracts;
welcome packs;
payment plans;
pricing and package information;
branding;
images and logos;
scheduler information; and
any other information requested for the Dubsado setup.

Unless copywriting has specifically been included in the package, the Client is responsible for supplying the written content.

2.2 Deadlines

During the project, Creative Edge VA Ltd will provide deadlines for information, content, approvals and other materials required from the Client.

These deadlines are necessary because project time is reserved within my working schedule specifically for the Client.

Failure to provide requested information by the agreed date may delay the project and may mean the original project slot can no longer be held.

3. CLIENT DELAYS & RESCHEDULING

3.1 Delays of Up to Four Weeks

If the Client delays the project by failing to:

complete the Information Gathering Questionnaire;
book the Planning & Mapping Call;
attend or repeatedly reschedule the Planning & Mapping Call;
provide requested content;
provide necessary access to their Dubsado account;
complete actions required of them; or
provide feedback or approval when requested,

Creative Edge VA Ltd will make reasonable efforts to accommodate the delay.

However, the original project timetable cannot be guaranteed.

3.2 Delays Exceeding Four Weeks

If the Client causes the project to be delayed for more than four (4) weeks from the date requested information or action was due, a £250 project rescheduling fee may be payable before work resumes.

This fee reflects the additional administration and rescheduling required when reserved project time has been lost and the work needs to be accommodated within a new period in my schedule.

Once the rescheduling fee has been paid and all outstanding Client requirements have been provided, the project will be allocated the next suitable space in my schedule.

Payment of the rescheduling fee does not guarantee immediate resumption of the project or the original completion date.

3.3 Delays Exceeding Eight Weeks

Where the Client has failed to provide the information, content, access, approvals or actions required to progress the project for eight (8) weeks or more, Creative Edge VA Ltd reserves the right to treat the project as abandoned by the Client and close the project.

Where the project is closed because of prolonged Client delay, amounts already paid will not normally be refundable to the extent that they relate to work already carried out, time reserved, services already provided and reasonable losses or costs incurred as a result of the Client's delay.

Any request to restart the project after it has been closed will be treated as a new booking and will be subject to current availability and pricing.

4. PROJECT TIMESCALES

4.1 Estimated Timescales

Timescales provided for Dubsado setup and workflow projects are estimates and depend upon the Client providing the required content, access, information, feedback and approvals by the agreed deadlines.

4.2 Project Stages

The project timetable may be divided into stages. These will normally include some or all of the following:

information gathering;
Planning & Mapping Call;
content preparation/input;
Dubsado build;
workflow build;
testing;
final amendments; and
handover/support.

The exact stages will depend upon the package purchased.

4.3 Delays Outside My Control

Completion dates may need to change where delays occur because of:

Client delays;
technical issues;
Dubsado outages or platform changes;
third-party integrations;
Stripe, PayPal, calendar or email-provider issues;
unexpected issues discovered during testing; or
circumstances outside Creative Edge VA Ltd's reasonable control.

The Client will be kept informed where a significant change to the expected timescale occurs.

5. PLANNING & WORKFLOW MAPPING

Where workflow planning is included, the Planning & Mapping Call will be used to agree how the Client's Dubsado process should operate.

Following this call, Creative Edge VA Ltd may provide a visual workflow map/chart showing the agreed process and identifying the forms, canned emails, schedulers and other assets required.

The workflow agreed during this stage will form the basis of the build.

Any significant changes requested after the workflow has been agreed may fall outside the original package scope and may incur an additional charge.

6. TESTING & AMENDMENTS

6.1 Testing

Creative Edge VA Ltd will test the elements of the Dubsado setup included within the purchased package before handover.

Reasonable steps will be taken to ensure workflows, links, forms, emails and automations created by Creative Edge VA Ltd operate as intended at the time of testing.

6.2 Corrections

Where testing identifies an error in work completed by Creative Edge VA Ltd, that error will be corrected without additional charge.

6.3 Client Changes

Testing and the included support period are not intended to provide an opportunity to redesign or substantially change an agreed workflow or setup.

If the Client changes their mind about the process, wording, structure, workflow or functionality after the relevant stage has been approved and built, the requested changes may be treated as additional work.

Additional work will be quoted separately or charged at the current Flexible Ad Hoc hourly rate.

7. THIRD-PARTY CONNECTIONS

For security reasons, the Client may be required to personally connect or authorise certain third-party accounts and integrations.

This may include:

Google or other calendars;
Stripe;
PayPal;
Zoom;
email accounts; and
other third-party services.

Where necessary, Creative Edge VA Ltd will provide reasonable instructions or video guidance to help the Client complete these connections.

The Client remains responsible for their own third-party accounts, subscriptions, passwords and authentication.

Creative Edge VA Ltd cannot be held responsible for faults, outages or functionality changes caused by Dubsado or third-party platforms outside my reasonable control.

8. CANVA & BRANDING ADD-ONS

Where a Dubsado package includes Canva branding templates or other Canva designs, the Client will require their own Canva account to access and use them.

If Canva Pro elements, images, fonts or other premium features are selected, the Client may require an active Canva Pro subscription or may need to purchase the relevant content separately.

The Client is responsible for ensuring that their use of Canva content complies with Canva's applicable licensing terms.

9. INCLUDED SUPPORT PERIOD

Where a Dubsado package includes 20 days of post-project support, the support period will begin on the date the completed setup or workflow is formally handed over to the Client.

The 20-day support period applies only to the work completed by Creative Edge VA Ltd as part of the purchased package.

Support may be provided via:

email;
Voxer/WhatsApp; and/or
Loom video,

as appropriate.

The support period covers reasonable questions and troubleshooting relating to the setup completed by Creative Edge VA Ltd.

It does not include:

additional workflows;
new forms;
new canned emails;
redesigning the agreed process;
adding new services or packages;
substantial amendments requested because the Client has changed their mind;
training unrelated to the work completed; or
additional Dubsado work outside the original package scope.

Additional support or work can be booked separately.

10. DUBSADO WORKFLOW-ONLY PACKAGE

The following additional terms apply where the Client has purchased a Dubsado Workflow Package rather than a full Dubsado setup.

10.1 What's Included

Unless otherwise stated in the Client's proposal, each Workflow Package includes the build of one workflow.

Additional workflows must be purchased separately.

10.2 Planning & Mapping

The package includes a Planning & Mapping Call during which Creative Edge VA Ltd and the Client will discuss the Client journey and agree the process to be automated.

Following the call, the Client will receive details of the forms, canned emails and other Dubsado assets required for the workflow.

10.3 Forms & Canned Emails Are Not Included

The Workflow-Only Package does not include creating, building or inputting the Client's forms or canned emails unless these services have specifically been purchased as an additional service.

The Client is responsible for creating and adding all required forms and canned emails to their Dubsado account before the workflow build can commence.

If the Client would like Creative Edge VA Ltd to create or input these items, an additional package or service can be purchased.

10.4 Workflow Prerequisites

Creative Edge VA Ltd cannot build the workflow until all required forms, canned emails and other relevant assets have been added to the Client's Dubsado account.

Any delay in providing these items may result in the project being rescheduled in accordance with Section 3 of these Terms.

10.5 Workflow Map

The Client will receive a workflow map/chart showing the process agreed during the Planning & Mapping Call.

This will identify the forms, canned emails and other relevant assets required for the workflow.

The agreed map forms the scope of the workflow build.

10.6 Testing & Handover

Creative Edge VA Ltd will test the completed workflow before handover.

Where included within the purchased package, a screen recording and/or supporting workbook will also be provided to help the Client understand and use their new workflow.

10.7 Amendments

During testing and the included 20-day support period, corrections will be made where an issue relates to the functionality of the workflow created by Creative Edge VA Ltd.

Changes requested because the Client has subsequently decided to alter the agreed Client journey or workflow process are not included and will be chargeable.

10.8 Payment

Unless a different arrangement has expressly been agreed in writing, the Workflow-Only Package must be paid in full before the Planning & Mapping Call.

11. DUBSADO PLATFORM CHANGES

Dubsado is a third-party platform and its functionality, interface and features may change from time to time.

Creative Edge VA Ltd will build and test the Client's Dubsado setup using the functionality available at the time the work is completed.

Creative Edge VA Ltd cannot guarantee that workflows, automations, integrations or other functionality will remain unchanged following future updates made by Dubsado or connected third-party services.

Any future work required because of platform changes after the included support period has ended will be treated as new work and may be chargeable.

12. RELATIONSHIP WITH GENERAL TERMS & CONDITIONS

These Dubsado Package Terms & Conditions should be read alongside the general Creative Edge VA Ltd Terms & Conditions.

Where a Client's proposal, package description or service agreement contains specific terms relating to their particular Dubsado package, those specific terms will apply alongside these Terms & Conditions.

Where there is a direct conflict, the terms specifically agreed in writing for the individual project will take precedence.

Creative Edge VA Ltd

Last updated: October 2026

Dubsado Terms & Conditions

Dubsado
Terms & Conditions