How to Require Multiple Forms for Registration

Learn how to set up multiple forms for event and class registration. You can now require customers to complete a waiver form, cancellation agreement, and additional forms all in one registration flow.

Before You Begin

• You must be logged in to your account at https://app.joinzipper.com
• You need permission to manage schedules or events (typically organization owners and admins have this permission)
• Create the forms you want to require (waiver, cancellation agreement, etc.)

Steps

Step 1: Create Your Forms

Before configuring form requirements, create the forms you need:

1. Navigate to Settings > Forms in your dashboard
2. Create the following forms as needed:
   • Waiver form: Liability waivers or participation agreements
   • Cancellation agreement: Terms for cancellation and refund policies
   • Additional forms: Health information, preferences, emergency contacts, etc.

Tip: Use clear, descriptive names for your forms so you can easily identify them when configuring requirements.

Step 2: Navigate to Event or Class Settings

For Events:

1. Go to Calendar > Find your event
2. Click to edit the event
3. Navigate to Registration settings

For Classes:

1. Go to Calendar > Find your class
2. Click to edit the class
3. Navigate to Registration settings

What happens next: You’ll see form requirement configuration options.

Step 3: Configure Form Requirements

In the form requirements section, you can configure three types of forms:

1. Waiver Form:

   • Click to select a waiver form
   • Choose from your available forms
   • This form is presented first during registration

2. Cancellation Agreement:

   • Click to select a cancellation agreement form
   • Choose from your available forms
   • This explains your cancellation and refund policies

3. Additional Forms:

   • Click to add additional forms
   • You can add multiple additional forms
   • These are presented after waiver and cancellation agreement

What happens next: Forms are configured for the registration flow.

Step 4: Save Your Settings

1. Review your form configuration:
   • Waiver form (if selected)
   • Cancellation agreement (if selected)
   • Additional forms (if any)
2. Click Save or Update
3. The forms are now required for registration

What happens next: Customers will need to complete all required forms during registration.

How Multiple Forms Work During Registration

When a customer registers, they experience:

1. Registration Start: Customer begins registration
2. Waiver Form: Complete waiver (if required)
3. Cancellation Agreement: Accept cancellation terms (if required)
4. Additional Forms: Complete any additional forms
5. Payment: Complete payment (if applicable)
6. Confirmation: Registration is complete

All forms must be completed before registration is finalized.

Form Presentation Order

Forms are presented in this specific order:

1. Waiver form (first) - Sets expectations and legal agreements
2. Cancellation agreement (second) - Clarifies refund policies before payment
3. Additional forms (third and beyond) - Collects any other required information

This order ensures customers understand the most important terms first.

Tips

• Keep waiver forms clear and concise
• Make sure cancellation agreements accurately reflect your policies
• Only require forms that you actually need - don’t overwhelm customers
• Test the registration flow yourself to ensure forms appear correctly
• Use form templates for consistency across events and classes

Troubleshooting

Problem: Forms aren’t appearing during registration Solution: Check that:

• Forms are selected in the event/class settings
• Forms are active and not archived
• The event/class settings have been saved

Solution: Go back to the event/class and verify forms are properly selected and saved.

Problem: Customer says they can’t complete registration Solution: Check that:

• All required form fields are fillable
• Forms don’t have validation errors
• Customer has JavaScript enabled in their browser

Solution: Test the form yourself and verify all fields work correctly.

Problem: I can’t find my form in the selection dropdown Solution: Check that:

• The form exists and is active
• You have permission to access the form
• The form isn’t archived or deleted

Solution: Go to Settings > Forms to verify the form exists and is available.

Problem: Forms appear in the wrong order Solution: Forms always appear in this order:

1. Waiver form
2. Cancellation agreement
3. Additional forms (in order added)

If you need a different order, categorize your forms appropriately.