Understanding Template Transfers in Genie

Template Transfers allow specialists to seamlessly hand off completed Genie templates to their clients’ Dubsado accounts. This feature ensures that while the template is being developed, only the specialist can make edits, but once the work is done, ownership can be passed to the client.

Here’s a breakdown of how Template Transfers work, what ownership means, and the options available depending on your subscription plan.

✨ Transferring the Magic

Once the template is complete, you have the option to transfer the magic to your client’s Dubsado account. Transferring means:

• Your client becomes the owner of the magic and can make edits.
• Depending on your subscription plan, the transfer process works slightly differently:

Ruby Plan

• You can transfer the magic to your client.
• To edit the template, your client must have their own Dub-ins subscription.
• If they don’t have a subscription, the template remains viewable but locked for editing.

Diamond Plan

• You can transfer the magic to your client.
• Clients get free, limited edit access as long as your Dub-ins subscription is active and their brand is linked to your account.
• This provides flexibility for clients without requiring an immediate subscription.

🎨 White Labeling Option

If you prefer that your client doesn’t have access to make changes, you can choose not to transfer the magic. Instead, you can white label the template, keeping full control while presenting it as your client’s branded form.

Learn more about White-Labeling a Genie Template.

✅ Summary

• Ruby Plan: Transfer the magic, but clients need their own subscription to edit.
• Diamond Plan: Transfer the magic with free, limited edit access for clients.
• White Label: Retain full control by not transferring the magic.

Template Transfers ensure you deliver polished, customizable forms to your clients while maintaining control and flexibility. Choose the option that best suits your workflow and client needs!