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How to Do a One-Off Event With a Custom Form

Set up a standalone event that requires registrants to fill out a custom form — useful for workshops, challenges, or special events with intake requirements.

Steps

Step 1: Create the form (if not already done)

  1. Go to Products & Services > Forms
  2. Click: New Form
  3. Add your fields (name, emergency contact, health history, waiver, etc.)
  4. Save the form

Step 2: Create the event

  1. Go to Schedule > Events.
  2. Click: Create, then choose One-Off Session (a standalone event) — or Event.

The calendar Create menu with Timeslot, One-Off Session, Appointment, Event, and Program options

  1. Fill in name, date, time, location, description, pricing, capacity, and registration window.

The one-off session creation form

Step 3: Attach the form to the event

  1. In the event creation form, find the Forms or Registration section
  2. Click: Attach form
  3. Select the form you created in Step 1
  4. Set trigger: Before registration (customer must complete before registering)
  5. Save the event

Step 4: Publish

  • Confirm the event is published and the registration window is open
  • Share your event registration link

Tips

  • One event, one form: Create a specific form for this event rather than reusing a generic intake form — it keeps responses organized.
  • View responses: Form responses appear on each registrant’s customer profile in CRM → Forms tab.

Troubleshooting

Form isn’t appearing during registration. Check: (1) the form is attached to the event, (2) the trigger is set to “Before registration”, (3) the event is saved after attaching the form.


Need a hand?

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

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