How do I copy forms or spaces across my teams?

Please note that you must have a seat on both teams with admin-level permissions. Please contact your team owner to update your permissions.

Copying forms (or entire spaces) between your teams has never been easier. This is especially useful for managing teams on an Agency+ subscription.

Copying individual forms to another team

Click the 3 dots on the form and then click “Copy to team…”.

Select the team from the dropdown, then click “Copy”.

Copying entire spaces to another team

Click on the cog icon of a space and then click “Copy to team…”.

Select the team from the dropdown, then click “Copy”.

What is included in the copied forms

The following elements are copied with the form:

• Webhooks
• Emails
• Custom PDFs
• Analytics Scripts
• Translation

These elements are not copied with the form and will need to be reconfigured on the copy:

• Integrations
• Payment sources
• Slugs
• Facebook pixel or GA codes
• Coupons
• Connected calendars
• Storage disabled

Why are my copied forms missing some configuration?

The original form may include features that are not available in all plans. In this instance, when the recipient team receives the copy of the form, they will be prompted to either upgrade their plan or keep their current plan with the unsupported features disabled.