Forms & Flows Knowledge Base
  • Forms
  • MemberVault
  • Flows
  • Account Setup
  • Admin
  • Dubsado Alchemy

Understanding your Workflow Map

  • The Export tab
  • Filtering by service
  • Reading a payment plan
  • Why forms are specified, not designed
  • Combine vs. split: why your map is shaped the way it is
  • Changes-only exports
  • The Map and Workflows tabs
  • The asset types in your Workflow Map
  • Past versions
  • The Build tab
  • Schedulers and their emails
  • The Content tab
  • The Launch tab
  • Your Library, explained

Categories

  • Getting Started
  • Credits and billing
  • Creating your first Workflow Map
  • Understanding your Workflow Map
  • Revising & Extending
  • Building it in Dubsado
  • Sharing and Referrals
  • Troubleshooting, Data, and Trust
No results found

© Forms & Flows 2026. Powered by Help Scout