How to Require a Form During Product Purchase

A product can require one pre-purchase form. This is separate from the forms required when someone books a class or appointment.

Attach the Form

1. Create your form in Products & Services > Forms > Create form if needed.
2. Open the product editor under Products & Services > Manage Plans.
3. In Forms, use Required pre-purchase form to select the form.
4. Choose whether users complete it only once or before every purchase. Review and save the product.

Can I Add a Second Form?

The current product editor has one selector. Choosing another form replaces the previous selection; it does not add a second form.

Combine the questions into one form when they all belong to that product. The class or appointment’s booking form is a separate requirement.

For example, a free first red-light product can require a residency form while the red-light session requires its usual waiver. Someone who buys that product and books the session can need both forms. Someone who books without buying that product does not gain its product-specific requirement.

A residency answer does not automatically verify residency or decide eligibility.

Reuse or Ask Every Time

Users must complete the form only once, not on subsequent purchases allows a valid saved response to be reused. Users must complete the form before every purchase requires another response.

The response must belong to the correct customer and satisfy the current required questions. This is not a promise that both purchase and booking forms appear on one page or repeat at every visit.

See Required Forms and Family Waivers Explained.

Troubleshooting

The previous form disappeared. Selecting another form replaces the single pre-purchase choice.

The form does not appear. Check the selected form, saved product and whether a valid response is being reused.

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

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