IndyForms is designed to give you flexibility and control when managing forms, data, users, and automation—whether you’re a solo practitioner or a large team.
Here’s how the structure of Organisations, Accounts, and Subscriptions works.
Organisations
An Organisation in IndyForms represents a workspace—like a clinic, business, service, or team. Each organisation has its own forms, users, responses, storage, and subscription.
You can create and manage multiple organisations using the same email login. This is ideal for:
Allied health professionals with different service types
Childcare operators managing multiple centres
Councils, franchises, or multi-site teams
To manage your organisations:
Click the dropdown at the top of your screen.
Select My Home to view all your organisations.
Use Create Organisation to start a new one.
You can copy forms between organisations—great for reusing templates or standardising processes across teams.
Each organisation has its own subscription plan and admin controls, so you can tailor access and features as needed.
Account Access
Your Account is your personal login to IndyForms, made up of your email and password. With one account, you can:
Be assigned an Admin or General User role within any organisation
Access different features depending on the organisation’s subscription plan
Have permissions tailored using Group Permissions (available on trial & paid plans)
Admin Licences
Free plans include 1 Admin licence only — you cannot add more.
Essential and Premium plans start with 1 Admin licence, but you can add more as needed:
$10 per Admin on Essential
$20 per Admin on Premium
Enterprise plans support unlimited Admin licences.
During your free trial, you’ll have access to all Premium features, including unlimited Admin licences.
Once the trial ends, your account will move to the Free plan, and only 1 Admin will remain active.
You can always upgrade your plan to reactivate or add Admins at any time.
How to Change Your Subscription
To update your plan:
Click your avatar or name in the top-right corner of the screen, then select View Account from the dropdown menu.
In the Account screen, go to the Subscription tab.
Click the Change Subscription button.
Choose the subscription tier that suits your needs:
For the Enterprise plan, click Get in touch—you’ll be directed to the IndyForms Demo request form.
Under Users, confirm the number of admin licences you need.
Click Update, then review and Confirm the payment summary.
Make sure you’ve entered valid credit card details under Payment Method—otherwise, your payment will not be processed.
Changes take effect immediately and are billed monthly (in USD).
For full pricing and feature details, visit indyforms.com/pricing.
Need Help Choosing a Plan?
If you’re not sure which plan is right for your team, or you need a tailored solution, contact us via the in-app chat or email indy@indyforms.com.
Frequently Asked Questions (FAQs)
Q. Can I be part of multiple organisations with the same login?
A. Yes! You can create or be invited to multiple organisations using the same email address. Use the org switcher at the top of your dashboard to move between them.
Q. What happens to my Admin licences after the free trial ends?
A. When your Premium trial ends, your account will revert to the Free plan, and only 1 Admin licence will remain active. Any additional Admins will lose access unless you upgrade.
Q. Can I move forms or templates between organisations?
A. Yes! Use the My Home view to copy forms between your organisations. This is perfect for standardising processes across services or locations.
Q. Do I need a separate subscription for each organisation?
A. Yes. Each organisation has its own subscription and billing, so you can choose different plans based on the needs of each team or location.
Q. How do I upgrade to Enterprise?
A. Select Get in Touch on the Enterprise plan during subscription selection. You’ll be redirected to our demo request form, and someone from our team will reach out to assist you.
Q. Will I be billed immediately when I change my plan?
A. Yes. Changes take effect straight away, and you’ll be billed monthly from that point forward.
💡 Tips
Multi-site operator? Create separate organisations for each site, then copy forms between them to maintain consistency.
Trying out features? Your free trial includes Premium access, so take this time to explore features like the Public API, AI Designer, and Group Permissions.
Check your admin count! If you’re on the Free plan, only one admin will remain active post-trial. Reassign or upgrade if you need to keep more.
Use Group Permissions to tailor access for different roles and teams on forms—available on trial and paid plans.
Use coupons during checkout if you have a discount code—look for the Add Coupon button under your payment method.