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How to Create a Form

Learn how to create custom forms and waivers that you can require during event registration, appointment booking, or product purchase. Forms help you collect information from customers, gather waivers, and capture important details.

How to Create a Form

Before You Begin

  • Login to your account at https://app.joinzipper.com/auth/login
  • Ensure you have owner or admin permissions
  • Forms used for registration or booking must include first name, last name, and email fields

Steps

Step 1: Navigate to Products & Services > Forms

  1. Go to Products & Services > Forms
  2. Click Create form. If templates are available, choose one or create a blank form.

Step 2: Add form details

  1. Form name (required) — e.g., “Waiver Form” or “Registration Information”
  2. Description (optional) — internal note; not visible to customers

Step 3: Add questions

  1. Click Add question, choose a type (Text, Textarea, Email, Phone, Date, etc.), and enter the question text
  2. Mark fields as Required as needed
  3. Drag questions to reorder them
  4. For registration or booking forms, you must include a first name, last name, and email field

Step 4: Save

  1. Click Save. The form is now available to attach to events, classes, appointment types, or products.

Troubleshooting

No “Create form” button? Only owners and admins can create forms.

“A form with a required first name, last name, and email field must be selected”? Add those three fields to the form before attaching it to a registration or booking.

Required fields not preventing submission? Confirm the field is marked Required in its field settings — required fields show an asterisk (*).

Need a hand?

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

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