How to Create a Form

Learn how to create custom forms and waivers that you can require during event registration, appointment booking, or product purchase. Forms help you collect information from customers, gather waivers, and capture important details.

Before You Begin

• You must be logged in to your account at https://app.joinzipper.com
• You need permission to manage forms (typically organization owners and admins have this permission)
• For registration/booking forms, you'll need to include first name, last name, and email fields (these are required)

Steps

Step 1: Navigate to Forms

1. Log in to your account at https://app.joinzipper.com/auth/login
2. From the dashboard, click Forms in the left sidebar
3. You'll see the Forms page at https://app.joinzipper.com/dashboard/forms

Step 2: Open the Create Form Page

1. On the Forms page, look for the Create form button in the top left
2. Click the button (it's blue)
3. If you have form templates available, you'll see a template selection modal first
   • You can choose a template to start with, or
   • Click to create a blank form
4. You'll be taken to the form editor page

What happens next: The form editor will open and you can start adding questions to your form.

Step 3: Add Form Name and Description

1. At the top of the form editor, enter a Form name

   • This is what you'll see when selecting forms
   • Example: "Waiver Form" or "Registration Information"

2. Optionally add a Description

   • This helps you remember what the form is for
   • Only visible to you, not to customers

Note: The form name is required, but description is optional.

Step 4: Add Questions to Your Form

1. Click Add question (or similar button in the form editor)

2. Choose a question type:

   • Text: Short text inputs for names, addresses, etc.
   • Textarea: Longer text inputs for descriptions, notes
   • Email: Email address inputs with validation
   • Phone: Phone number inputs with formatting
   • Date: Date pickers for birthdates, event dates
   • Other types: Additional field types as supported

3. Enter question text:

   • Type what you want to ask (e.g., "First name", "Email address", "Emergency contact")
   • This is what customers will see

4. Configure field settings:

   • Required: Mark the field as required if customers must fill it out
   • Validation: Add validation rules if needed
   • Options: Set field-specific options

5. Repeat to add more questions:

   • Click Add question again for each new question
   • Questions can be reordered by dragging

Important: If you're creating a form for event registration or appointment booking, you must include:

• A first name field
• A last name field
• An email field

These fields are required for registration and booking forms.

Step 5: Organize Your Questions

1. Reorder questions: Drag questions up or down to change their order

   • The order determines how questions appear to customers
   • Put important questions first

2. Group related questions: Organize questions logically

   • Personal information together
   • Health/medical information together
   • Waiver/consent questions together

Note: Question order affects the customer experience, so organize thoughtfully.

Step 6: Save Your Form

1. Review all your questions
2. Make sure required fields are marked as required
3. Check that registration/booking forms have first name, last name, and email fields
4. Click Save (or the save button)
   • The form will be saved and available for use
5. You'll be taken back to the Forms list, or stay on the form editor

What happens next: Your form will be created and available for use in event registrations, appointment bookings, or product purchases. You can edit it anytime.

Tips

• Use form templates to get started quickly with common form types
• Mark important fields as required to ensure you collect necessary information
• Test your form by filling it out yourself before requiring it
• Keep forms concise—customers are more likely to complete shorter forms
• For registration/booking forms, always include first name, last name, and email fields

Troubleshooting

Problem: I don't see the "Create form" button Solution: Make sure you have permission to manage forms. Only organization owners and admins can create forms. Contact your organization owner if you need access.

Problem: I get an error saying "A form with a required first name, last name, and email field must be selected" Solution: This error appears when you try to require a form for registration or booking, but the form doesn't have the required fields. Make sure your form includes:

• A first name field
• A last name field
• An email field

Problem: I can't add questions to my form Solution: Make sure you're in the form editor. Click on a form to edit it, or create a new form. The "Add question" button should be visible in the form editor.

Problem: Required fields aren't working Solution: Make sure you've marked fields as required in the field settings. Required fields will show an asterisk (*) and prevent form submission if empty.