On the Agency plan and above you can group forms by Client and Project.
Clients
A client is the company or stakeholder a form belongs to. For each client you can store:
- Name, company, contact email and phone
- Brand assets (logo, colours, fonts) — auto-applied to new forms
- Internal notes
Projects
A project is a piece of work for a client (e.g. "Q3 Brand Tracker"). Projects can hold multiple forms.
Why this matters
- Filter your dashboard by client or project
- Bulk-apply branding to a new form just by picking the client
- Keep historic work organised when you have 50+ forms
When to use
If you're an in-house team running internal surveys, you probably don't need this. If you're an agency or freelancer with multiple clients, it'll save you hours.