Working in a Client’s Genie Brand (For Dub+ Specialists)

As a Dub+ member, you can work inside a client’s Genie Brand to manage templates and forms. Unlike Dubsado, the Brand itself is created by you in Dub-ins Genie. The client only needs to give you admin access in their Dubsado account so you can connect their workspace to a new Genie Brand.

Step 1: Get Admin Access in Your Client’s Dubsado Account

Before you can create a Brand in Genie for your client, you need admin access in their Dubsado account. Ask your client to do the following:

1. In Dubsado, go to Settings
2. Click Team Members
3. Select Invite New Member
4. Enter your email address
5. Under Role, select Admin
6. Click Send Invite

Step 2: Access Your Client’s Workspace

Once the invitation is accepted:

1. Log into your Dubsado account
2. Use the workspace switcher to select your client’s Workspace
3. You now have access to their Dubsado account for template setup

Step 3: Create a Brand in Genie and Connect It

1. Log into your Dub-ins account
2. When prompted, select “Create a New Brand” for your client
3. Connect the new Brand to your client’s Dubsado account by selecting the Brand card.

Step 4: Activate Genie in Your Client’s Account

To enable Genie for the new Brand:

• Add a Dub-ins template to your client’s Dubsado, or
• Add the initial Dub-ins script to an existing form

This step is required for Genie to connect to the Brand and allow template editing.

Step 5: Manage Templates in the New Brand

Once the Brand is connected and Genie is activated:

• You can edit, add, or remove templates in your client’s forms
• All updates happen inside the Genie Brand you created for that client
• Your client’s live forms continue to function while you make edits

Need Help?

If you run into any issues creating a Brand, connecting to a client, or activating Genie, please reach out to our support team—we’re happy to help!