How to Require a Form During Event Registration

Learn how to require customers to complete forms when registering for events. Forms help you collect information, gather waivers, and capture important details before events.

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 (if not already created)
• An event to configure (or create a new event)

Steps

Step 1: Create Form (If Needed)

1. Create a form with required fields (if you haven't already):
   • 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 event registration should have first name, last name, and email fields.

Step 2: Navigate to Event

1. Log in to your account at https://app.joinzipper.com/auth/login
2. From the dashboard, click Calendar in the left sidebar
3. Find the event you want to configure:
   • Browse your calendar
   • Or go to Events and find it
4. Click on the event to open it

What happens next: You'll see the event edit page.

Step 3: Edit Event

1. On the event page, click Edit (or find edit option)
2. The event edit form will open

What happens next: You'll see the event editing interface.

Step 4: Find Forms Section

1. In the event edit form, find the Forms section
2. This section contains:
   • Form selection options
   • Form configuration settings
   • Form requirement toggles

Note: Forms section is typically in Step 4 (Registration) of the event creation/editing wizard.

Step 5: Select Form(s)

1. Select the form(s) you want to require:

   • Browse available forms
   • Select one or more forms
   • Forms with first name, last name, and email fields are recommended
   • You can require multiple forms if needed

2. Form requirements:

   • Forms should have first name, last name, and email fields
   • These fields help identify registrants
   • Other fields can be optional

Note: Select forms that collect the information you need for event registration.

Step 6: Save Event

1. Review your form selection:
   • Correct forms are selected
   • Forms have appropriate fields
2. Click Save (or complete the event wizard)
   • 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 registering
• Form appears during registration process
• Required fields must be filled in
• Form responses are saved with the registration
• Customers can't register without completing the form

How Form Requirements Work

When a form is required:

1. During registration:

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

2. Form responses:

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

3. Validation:

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

Tips

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

Troubleshooting

Problem: I don't see the Forms section Solution: Check that:

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

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

Problem: I don't have any forms Solution: Create forms first:

• Go to Forms → Create form
• Add first name, last name, and email fields
• Add other fields as needed
• Save the form
• Then select it for event registration

Solution: Create forms before requiring them for event registration.

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

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

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

Problem: Form doesn't have required fields Solution: Edit the form:

• Add first name, last name, and email fields
• Mark them as required
• Save the form
• Then select it for event registration

Solution: Update form to include required fields before using it for registration.