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. Make sure that you’ve verified your email address. You cannot create new organizations until your account is verified. Learn more about verification emails.
  2. Select your profile image in the top right corner and then select + New Organization. You can also add a new organization from the My Account page.
  3. Give your new organization a unique name, select your reply-to address, and set your default location. Learn more about managing your general settings.
  4. After successfully creating a new organization, you will be taken to that organization’s form listing. Switch to another organization by selecting your profile image in the top right.

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