Agency clients

Open Clients in the sidebar, type the client's name and click Add client. Then, in each of their forms' Settings, pick the client under Details. The forms list shows which client each form belongs to.

Under a client, enter an email address and click Invite login. The client gets an invitation, signs up or signs in, and sees only that client's forms: the inbox, submissions, unfinished forms and CSV export. They can't change settings or destinations, see your other clients, your billing or your team. Client logins are free and do not use a team seat. Remove one, or the whole client, at any time.

Clients have no allowance of their own: every client form draws on your workspace's monthly submissions, as all your forms always have. The Clients page shows how many submissions each client used this period, which is handy for invoicing them. Spam never counts, for clients too.

Removing a client keeps its forms and submissions in your workspace, back among your own forms; only its logins go.

GET/POST /v1/clients and PATCH/DELETE /v1/clients/:id manage clients, and clientId on POST/PATCH /v1/forms puts a form under one. Client logins are invited from the dashboard, since they send an email. Over MCP, list_forms shows each form's client and create_form/update_form take clientId.

curl -X POST https://api.webforms.to/v1/clients \
  -H "Authorization: Bearer wf_live_your_key" \
  -H "Content-Type: application/json" \
  -d '{"name": "Acme Dental"}'

curl -X PATCH https://api.webforms.to/v1/forms/frm_xxx \
  -H "Authorization: Bearer wf_live_your_key" \
  -H "Content-Type: application/json" \
  -d '{"clientId": "prj_xxx"}'