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.

Before You Begin

• You must be logged in to your account at https://app.joinzipper.com
• You need permission to manage schedules (typically organization owners and admins have this permission)
• A form created with first name, last name, and email fields (required)
• An appointment type to configure

Steps

Step 1: Create Form (If Needed)

1. Create a form with required fields:
   • Go to Forms → Create form
   • Add First name field (required)
   • Add Last name field (required)
   • Add Email field (required)
   • Add any other fields you need
   • Save the form

Important: Forms used for booking must have first name, last name, and email fields marked as required.

Step 2: Navigate to Appointment Types

1. Log in to your account at https://app.joinzipper.com/auth/login
2. From the dashboard, click Calendar in the left sidebar
3. Click Manage (or go to https://app.joinzipper.com/dashboard/calendar/manage)
4. Click the Appointment types tab
5. You'll see your appointment types

Step 3: Select Appointment Type

1. Find the appointment type you want to configure
2. Click on the appointment type to open it
3. Or click Edit next to the appointment type

What happens next: The appointment type edit form will open.

Step 4: Find Form Section

1. In the appointment type edit form, find the Form section or dropdown
2. This section contains:
   • Form selection dropdown
   • Form configuration options
   • Form requirement settings

Note: Form selection is typically in the appointment type details section.

Step 5: Select Form

1. Select the form from the Form dropdown:

   • Click the Form dropdown
   • Browse available forms
   • Select the form you want to require
   • Only forms with first name, last name, and email fields will appear

2. Form requirements:

   • Form must have first name, last name, and email fields
   • These fields must be marked as required
   • Other fields can be optional

Note: If you don't see your form, make sure it has the required fields.

Step 6: Save Changes

1. Review your form selection:
   • Correct form is selected
   • Form has required fields
2. Click Save
   • Form requirement will be saved
   • You'll see a confirmation
3. Form requirement will take effect immediately

What happens next: Form requirement will be configured and:

• Customers must complete the form before booking
• Form appears during booking process
• Required fields must be filled in
• Form responses are saved with the appointment
• Customers can't book without completing the form

How Form Requirements Work

When a form is required:

1. During booking:

   • Form appears in the booking flow
   • Customers must fill in required fields
   • Booking can't proceed until form is completed

2. Form responses:

   • Responses are saved with the appointment
   • You can view responses in appointment details
   • Responses are linked to customer accounts

3. Validation:

   • Required fields are validated
   • Customers see errors if fields are missing
   • Booking is blocked until form is complete

Tips

• Create forms with clear, helpful questions
• Use required fields for essential information
• Test the booking flow to ensure forms work correctly
• Review form responses regularly
• Update forms as needed

Troubleshooting

Problem: I don't see the Form dropdown Solution: Check that:

• You're editing the appointment type (not just viewing)
• Form section exists in the form
• You have permission to manage schedules

Solution: Make sure you're editing the appointment type. Contact your organization owner if you need access.

Problem: I get "A form with a required first name, last name, and email field must be selected" Solution: This error means:

• The form doesn't have all required fields
• Required fields aren't marked as required
• Form needs to be updated

Solution: Edit the form to add first name, last name, and email fields, and mark them as required.

Problem: My form doesn't appear in the dropdown Solution: Check that:

• Form has first name, last name, and email fields
• Fields are marked as required
• Form is saved and active

Solution: Verify form has required fields and is saved correctly.

Problem: Customers can book without completing form Solution: Check that:

• Form is selected and saved
• Form requirement is active
• Booking flow is working correctly

Solution: Verify form is selected and saved. Test the booking flow to ensure form appears.