# Public form submission settings

> Configure how public form submissions match existing clients or create new client records.

URL: https://www.agencytitan.com/help/settings/public-form-settings/

Use **Public Forms** to choose how each form connects a submission to a client. The **Existing Client Matching** setting applies per form.

## Open a form's submission settings

1. Open **Settings**, then **Public Forms** ([/settings/forms](https://app.agencytitan.com/settings/forms)).
2. Select the form you want to configure.
3. Open the **Submission** tab ([/settings/forms/:formId/submission](https://app.agencytitan.com/settings/forms/:formId/submission)).
4. Find **Existing Client Matching**.

You need permission to view Public Forms. Changes are saved for the form you are editing.

## Choose how submissions match clients

The default is **Match client by email, then phone**. For each submission, AgencyTitan checks for an exact email match first. If there is no email match, it checks for an exact phone match. A new client is created only when neither check finds a match.

To opt out of matching for a form, choose **Always create new client**. That option makes the submission create a new client instead of linking to an existing one.

If the matching details identify more than one possible client, the submission is sent to the review queue for a person to resolve. Review the candidates and choose the correct client, or choose to create a new client, before approving the submission.

## Expected result

- A normal submission links to the existing client found by the configured matching rule.
- A submission with no matching email or phone creates a new client when the default is selected.
- A form set to **Always create new client** does not use existing-client matching.
- An ambiguous match remains available for review instead of being attached automatically.

## Related articles

- [Settings overview](https://www.agencytitan.com/help/settings/overview/): Find AgencyTitan settings and understand how agency, ticket, process, notification, and personal controls fit together.
- [Clients overview](https://www.agencytitan.com/help/clients/overview/): Understand the Clients list, client record anatomy, Client Profile templates, Info Sheets, notes, programs, tasks, and tickets.