How to Require a Form During Booking

Before You Begin

• Login to your account at https://app.joinzipper.com/auth/login
• Ensure you have owner or admin permissions
• Have a form with first name, last name, and email fields marked as required (only forms with these fields appear in the dropdown)

Steps

Step 1: Create the form (if needed)

Go to Products & Services > Forms → Create form and add required First name, Last name, and Email fields. Save the form.

Step 2: Attach the form to an appointment type

1. Go to Schedule > Appointments → Manage → Appointment types tab
2. Click the appointment type to edit it
3. In the Form dropdown, select your form
4. Click Save

Customers must now complete the form before booking can proceed. Form responses are saved with the appointment and viewable in appointment details.

Troubleshooting

Form dropdown not visible? Confirm you are editing the appointment type (not just viewing) and have permission to manage schedules.

“A form with a required first name, last name, and email field must be selected” error? The selected form is missing one or more of those required fields — update the form and try again.

Form not appearing in the dropdown? Confirm the form has first name, last name, and email fields all marked as required and that the form is saved.

Customers can book without completing the form? Confirm the form is selected and saved on the appointment type.

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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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