Creating a new organization

Quick Tip

For privacy, payment accounts (PayPal, Stripe, Square) will need to be individually connected to each of your organizations.

To create a new organization:

  1. Select the name of your current organization, then select + NEW ORGANIZATION from the dropdown. You can also add a new organization from your Account settings page under Organizations.
  2. Give your new organization a unique name and select your reply-to address. Learn more about changing your general settings.
  3. After successfully creating a new organization, you will be taken to that organization’s form listing. Switch to another organization by using the dropdown next to your organization’s name in the top right.