Managing Brands in Genie as a Specialist

Diamond Plan Feature Ruby Plan Feature

As a specialist, a Genie Brand represents your client’s Dubsado Brand. Brands are intended for use with your clients or with other Dubsado Brands in your own account. Each Genie Brand links directly to a specific Dubsado Brand or client.

Note: A Genie Brand corresponds to just one Dubsado Brand. If you or your client have multiple Dubsado Brands under a single Dubsado account, each will need its own Genie Brand. For example, if there are 3 Dubsado Brands, you’ll need to use 3 Genie Brands from your total quota.


What Happens When You Delete a Brand

If you delete a Brand after setting up a client, a new Brand spot becomes available. However, deleting a Brand permanently removes all assets associated with it, including templates. This action essentially wipes the Brand from your Genie account.


Impact on Clients

  • White-Labeled Templates

    If you white-labeled a template for the deleted Brand, your client will now see the Dub-ins logo on their form, with an option to purchase a plan to continue editing their template.

  • Transferred Templates

    If you transferred a template to your client—and you are on the Diamond Plan—your client will lose the ability to edit it using Dubsado Side Editing unless they subscribe to a Dub-ins plan.


Good to Know

Templates that clients are actively using from the deleted Brand will still function as expected. Deleting a Brand only affects editing capabilities and future updates.

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