Manage multiple brands

Our tips for the best experience when using more than one brand.

Sam Gioia avatar
Written by Sam Gioia
Updated over a week ago

Updated Aug 24, 2023

When managing more than one brand, follow our best practices for the best experience.

For information on deleting a brand, please click here.

Settings and integrations

Most settings are managed separately for each brand so that you can fully customize your experience. For example, in each brand, you can:

  • Connect a different payment processor

  • Bill clients in a different currency

  • Connect a different email address

  • Set different notification preferences

  • Invite different multi-users

A few settings remain constant across your whole account, no matter which brand you log into. Those settings are:

  • Login settings

  • Billing (all brands are billed under one card on file)

  • Affiliate dashboard and code

  • Your connected external calendar account

Switch between brands

To switch from one brand to another, click on your logo in the top right corner of your account and select the name of the brand you would like to switch to. No need to log in separately!

We recommend refreshing your page after switching brands so that everything is up to date.

Manage templates

Templates are not shared across brands. When you create a template (form, canned email, package, etc.) in one brand, it will not automatically create that template in your other brand.

You can copy a form from one brand to another by reaching out to our team! We’re able to transfer up to 10 form templates per day. Please read this article for more information.

Manage your calendar

You can only sync one external calendar account to your entire Dubsado account at a time. This means that the same calendar account you sync in brand A will also be the calendar account synced in brand B.

Events created in Dubsado (projects, appointments, dated tasks) will only appear on the calendar of the brand in which they were created. You will not see events from brand A when you are looking at your calendar in brand B.

Manage payments and invoices

You can connect the same payment processor across each brand in your Dubsado account! If you prefer, you can also connect a different payment processor for each brand.

Dubsado’s invoicing is separate across the brands. That means that you’ll want to log into the individual brand to see invoices. You won’t see invoices from brand A when you are looking at invoices from brand B. Invoice numbers are specific to each brand as well.

Currently, you may only sync one Xero organization per brand. Once a Xero organization is connected to a brand, it cannot be connected to another brand at the same time.

Using more than one brand at the same time

You are able to use more than one brand open simultaneously! However, please make sure:

DO use an incognito window or a separate browser

While logged into Dubsado in your main browser window, you can open an incognito or private window and log into Dubsado again. You can then have a separate brand open in each window. You can also use two separate browsers, such as one brand open in Chrome and another open in Firefox.

DON'T have more than one brand open in the same browser

Trying to use two different Dubsado brands at the same time within the same browser window (even within separate tabs) will not work. Remember to refresh the page when you switch from one brand to another.

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