How to Require a Form During Booking
Learn how to require customers to complete forms when booking appointments. Forms help you collect information, gather waivers, and capture important details before appointments.
How to Require a Form During Booking
Attach a required form to the class, event or appointment that needs it. A product’s purchase form is a separate requirement.
Choose the Service and Form
Create your form under Products & Services > Forms > Create form if needed.
For a shared appointment type, open its Details & forms settings. For a class or event, open the editor’s Registration details and choose Edit if that section is read-only.
Choose the waiver, cancellation-agreement or supported additional-form control that fits the need.
Set When It Is Required
Choose Require for every registration or Require once, then re-use. Select the form and save the selector, then review and save the service.
A once-only requirement reuses a valid submitted response for the correct customer. New required questions or an invalidated response can require another submission.
For family bookings, check the attendee. The person paying and the person answering for the attendee can be different.
Require a Form Before Purchase
Configure the product’s Required pre-purchase form separately. The product has one selector; changing it replaces the earlier choice.
See How to Require a Form During Product Purchase and Required Forms and Family Waivers Explained.
Troubleshooting
The form appears again. Check the requirement, submitted response owner and validity.
A form is missing. Check the correct service and save both the selector and parent settings. A product form does not automatically become the session’s booking form.
Need a hand?
Email our team at support@joinzipper.com and we'll usually reply within a few hours.
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