How to Add Custom Fields / Intake Forms to Products

Use a product’s pre-purchase form for intake questions, a waiver or other information needed before purchase.

Attach an Intake Form

Create the form in Products & Services > Forms > Create form. Open the product editor under Products & Services > Manage Plans and use Forms > Required pre-purchase form.

Select the form, choose the once-only or every-purchase requirement, then review and save the product.

One Product Form

The product editor has one pre-purchase selector. It cannot add a second form beside the first. Selecting another form replaces the earlier selection.

Combine the questions into one form if they all apply to that product. A class or appointment’s separate booking form can have a different purpose.

See How to Require a Form During Product Purchase for a product-plus-session example and reuse settings.

Troubleshooting

Existing buyers did not get the new form. A pre-purchase requirement applies when purchasing. Use the actual form-request workflow when someone needs to complete a form separately.

Responses are missing. Check that the response was submitted and belongs to the right customer. An unfinished draft does not satisfy a required form.

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Need a hand?

Email our team at support@joinzipper.com and we'll usually reply within a few hours.

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