Formitize Help Desk

To add a new client through your personal Partner Portal, in the Web Portal, click on the Partner heading.

This will cause an accordion menu to pop up from the left hand side of your screen. From there, you can select Setup a New Client. From either the side menu or the Innovation Partner Portal dashboard.

You will be directed to a page where you can upload a copy of a form that the new client may be using, so that our team can build something as similar to what they want as possible.

Clicking on Next Step (whether you upload a form or not) will take you to a new page where you can fill out the details for the new Client and add any extra Users who might use the new Formitize account.

If your client would prefer to sign themselves up in their own time, you can also share your unique referral code by selecting your industry and copying the link to send to the new client - this will allow them to sign up for a free trial while keeping them under your Formitize Partner umbrella.