How to Set Up Affirm on Dubsado for Your Business

How to Set Up Affirm on Dubsado for Your Business

Hey friend! So, you wanna know how to set up Affirm on Dubsado? LOL, you’re in for a treat. I mean, who doesn’t love making money and also helping people buy stuff they really want, right? But like, we all know that sometimes life is like a bad sitcom. You need something, but your wallet is feeling as empty as a box of pizza after game night. So Affirm steps in like the superhero it is. You can give folks the chance to pay later while you sit back and watch the cha-ching roll in. Ready for this rollercoaster ride? Let’s go!

Step 1: First things first

You gotta have a Dubsado account. If you don’t have one yet, what are you even doing with your life?? Just kidding! But seriously – sign up for Dubsado. It’s super easy and will make your biz life so much cooler. Think of it like getting into the coolest club in town where everyone just wants to party with your business.

Step 2: Get your Affirm account

Next, you’ll need an Affirm account too. Yup! You gotta have two accounts because otherwise this setup will be as confusing as trying to fold a fitted sheet. Go over to the Affirm website and sign up. They’ll ask some stuff about you, but don’t worry they won’t ask what color your best friend’s cat is or anything weird like that.

Step 3: Find Dubsado settings

So now that you have both accounts (yay!), jump into Dubsado and look for the settings gear thingy – it’s usually at the bottom left corner of your screen. Click on it like it owes you money.

Step 4: Connect those accounts

Here comes the fun part! Under “Payment Settings,” find “Payment Processors.” This is where all the magic happens (cue fairy dust). Look for Affirm and click on “Connect.” If it was any easier you’d think they were giving away cookies.

Step 5: Insert secret codes

Now it’ll ask for some codes and keys – sounds fancy huh? Don’t panic! It’s like a treasure map without pirates. Just grab that info from your Affirm account dashboard and pop it into Dubsado. Make sure there are no typos or else you might end up sending clients to Mars or something.

Step 6: Test run time

Time to play detective! Create a test invoice and select Affirm as payment option just to see if everything works smoothly. It’s kinda like trying on shoes before buying them – no one wants blisters on their feet… or bills that don’t get paid.

Step 7: Announce it

Once everything’s working (phew), time to tell everyone about this awesome new payment option! Shoot out an email or post about it on social media saying “Hey guys! Guess what? Now ya can buy my awesome services with Affirm!” It’s legit more exciting than finding extra fries at the bottom of the bag.

FAQ Section

Question: What even is Dubsado?

Answer: DUDE it’s like your business’s best buddy that helps with scheduling, contracts, invoices… basically all the boring stuff so you can focus on being fabulous!

Question: How do I know if my clients will use Affirm?

Answer: Well…you won’t know until they try! It’s kinda like when someone takes a bite of food they think looks weird – pure curiosity!

Question: What if my internet crashes while setting this up?

Answer: Easy peasy! Take a deep breath and do yoga poses while waiting for it to come back… okay maybe just breathe deeply while glaring at your router.

Question: Can affirm be used for every type of service?

Answer: Pretty much yes! As long as you’re not selling skydiving lessons with parachutes made outta tissue paper… then maybe rethink that idea.

Question: Can I take payments via carrier pigeons instead?

Answer: As cool as that sounds, probably not gonna work unless those pigeons are trained accountants too.

Question: Do I need a special license or something?

Answer: Not really…just make sure you’ve got everything lined up legally speaking so no one ends up singing sad songs about losing money later!

Question: Can I track how many people use affirm?

Answer: Absolutely!! Just keep an eye on those fancy reports in Dubsado—it’s like looking through binoculars at happy customers paying their bills!

And there ya have it bud! Setting up Affirm on Dubsado doesn’t have to be harder than parallel parking in a tight space! Just follow these steps and you’ll be rakin’ in dollars faster than my dog runs when he hears treats being opened—no joke! Happy selling (and laughing)