Forms Frequently Asked Questions

Common questions about creating, managing, and using forms in Zipper. Find answers to questions about form building, templates, response collection, form requirements, and more.

Product Capabilities and What It Can Do

Q: What can I do with forms?

A: Forms allow you to:

• Create custom forms and waivers
• Collect information from customers
• Require forms during registration or purchase
• Send form requests in bulk
• Track form completion
• Use form templates to get started quickly

Q: What types of questions can I add to forms?

A: You can add various question types:

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

Q: Can I require forms during registration or purchase?

A: Yes! You can require forms:

• During event registration: Collect waivers or intake information
• During appointment booking: Collect health information or preferences
• During product purchase: Collect information before purchase

You can require multiple forms per registration or purchase.

Q: Can customers fill out forms themselves?

A: Yes! Forms can be filled out by:

• Customers: Customers can fill out forms themselves through the customer portal
• Providers: Providers can fill out forms on behalf of customers
• Anonymous users: Forms can be submitted anonymously (if configured)

This gives you flexibility in how you collect information.

Q: Can I send form requests to multiple customers at once?

A: Yes! You can send form requests in bulk:

• Select multiple customers
• Send form requests to all selected customers
• Track which customers have completed forms
• Follow up with customers who haven't completed forms

This helps you efficiently collect responses from groups of customers.

Q: Can I use form templates?

A: Yes! You can:

• Browse pre-built form templates
• Use templates to get started quickly
• Customize templates to fit your needs
• Create your own templates

Templates save time and help you create forms for common use cases.

Q: What happens to form responses?

A: Form responses are:

• Stored securely in your system
• Associated with the customer who submitted them
• Viewable in the form management interface
• Searchable and filterable
• Exportable for external use

You can view individual responses or analyze response data.

How to Use the Product

Getting Started

Q: What do I need before I can create a form?

A: Before creating a form, you should have:

• An active organization account at https://app.joinzipper.com
• Organization owner or admin permissions (you need the "manage-forms" permission)

You can start creating forms immediately—no other setup required.

Q: How do I get started creating my first form?

A: To create your first form:

1. Log in to https://app.joinzipper.com
2. Click Forms in the left sidebar
3. Click Create form button
4. Add questions:
   • Click Add question
   • Choose question type
   • Enter question text
   • Mark as required if needed
5. Organize questions by dragging to reorder
6. Click Save

Your form will be created and ready to use.

Common Tasks

Q: How do I create a form?

A: To create a form:

1. Go to Forms → Create form
2. Enter form name and description
3. Add questions:
   • Click Add question
   • Select question type
   • Enter question text
   • Configure field settings (required, validation, etc.)
4. Organize questions by dragging to reorder
5. Click Save

The form will be available for use in registrations, bookings, or purchases.

Q: How do I add questions to a form?

A: To add questions:

1. Go to Forms → select or create form
2. Click Add question
3. Choose question type (text, textarea, email, phone, date, etc.)
4. Enter question text
5. Configure settings:
   • Mark as required if needed
   • Add validation rules
   • Set field options
6. Click Save

Questions can be reordered by dragging.

Q: How do I require a form during registration?

A: To require a form:

1. Create a form with first name, last name, and email fields (required)
2. Go to Calendar → select event or class
3. Edit the event/class
4. Find the Forms section
5. Select the form(s) you want to require
6. Save the event/class

Customers will be required to complete the form before registering.

Q: How do I send form requests to customers?

A: To send form requests:

1. Go to Forms → select form
2. Click Request responses
3. Select customers:
   • Choose from your roster
   • Select contact list
   • Or select individual customers
4. Click Send requests

Customers will receive form requests they can complete.

Q: How do I view form responses?

A: To view responses:

1. Go to Forms → select form
2. Click View responses
3. See all responses:
   • Filter by customer, date, or status
   • Search for specific responses
   • View individual response details
4. Export responses if needed

Responses are organized by form and customer.

Q: How do I use a form template?

A: To use a template:

1. Go to Forms → Templates
2. Browse available templates
3. Select a template
4. Click Use template
5. Customize the form as needed
6. Save the form

Templates provide a starting point you can customize.

Configuration and Settings

Q: How do I mark a field as required?

A: To mark a field as required:

1. Go to Forms → select form
2. Edit the question/field
3. Enable Required option
4. Save the form

Required fields must be completed before the form can be submitted.

Q: How do I reorder questions in a form?

A: To reorder questions:

1. Go to Forms → select form
2. Edit the form
3. Drag questions to reorder them
4. Save the form

Question order determines how questions appear to customers.

Q: How do I delete a form?

A: To delete a form:

1. Go to Forms → select form
2. Click Delete (or use the delete button)
3. Confirm deletion

Note: Deleting a form doesn't delete existing responses, but the form will no longer be available for new submissions.

Troubleshooting

Q: Why can't I create a form?

A: You might not be able to create forms if:

• You don't have "manage-forms" permission
• You're not logged into the correct organization

Solution: Check your permissions with your organization admin and verify you're in the correct organization.

Q: Why do I get "A form with a required first name, last name, and email field must be selected"?

A: This error appears when requiring a form during registration or booking, but the selected form doesn't have the required fields.

Solution: Make sure your form includes:

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

These fields are required for registration and booking forms.

Q: Why don't customers receive form requests?

A: Customers might not receive requests if:

• Customer email address is invalid
• Email notifications are disabled
• Form request wasn't sent successfully

Solution: Verify customer email addresses, check email notification settings, and confirm form requests were sent successfully.

Q: Why can't customers submit a form?

A: Customers might not be able to submit if:

• Required fields are missing
• Field validation fails
• Form isn't accessible to the customer
• Form has been deleted or deactivated

Solution: Check form requirements, verify field validation, and ensure the form is accessible.

Q: Why don't I see form responses?

A: Responses might not appear if:

• No responses have been submitted yet
• Responses are filtered out
• You don't have permission to view responses

Solution: Check if responses exist, verify filter settings, and ensure you have appropriate permissions.

Edge Cases and Advanced Usage

Q: Can I require multiple forms per registration?

A: Yes! You can require multiple forms:

• During event registration
• During appointment booking
• During product purchase

Customers must complete all required forms before proceeding.

Q: Can I edit a form after responses have been collected?

A: Yes! You can edit forms anytime:

• Add new questions
• Remove questions (existing responses are preserved)
• Update question text or settings
• Reorder questions

Note: Changes to forms don't affect existing responses, but new submissions will use the updated form.

Q: What happens if I delete a form?

A: When you delete a form:

• The form is removed from your form library
• Existing responses are preserved
• The form can no longer be used for new submissions
• Forms required during registration/booking will need to be replaced

Important: Be careful when deleting forms that are required for registrations or bookings.

Q: Can I export form responses?

A: Yes! You can export form responses:

• Export individual form responses
• Export all responses for a form
• Export responses in CSV format
• Use exported data in other tools

Exports include all response data and can be used for analysis or reporting.

Q: Can forms be filled out anonymously?

A: Yes! Forms can be configured to allow anonymous submissions:

• Customers don't need to be logged in
• Forms can be submitted without accounts
• Responses are still tracked and stored

This is useful for contact forms, feedback forms, or public surveys.

Q: How do I track form completion?

A: To track completion:

1. Go to Forms → select form
2. View Response status:
   • See which customers have completed forms
   • See which customers haven't completed forms
   • Track completion rates
3. Send reminders to customers who haven't completed forms

This helps you follow up with customers who need to complete forms.

Q: Can I use forms for waivers?

A: Yes! Forms are perfect for waivers:

• Create waiver forms with required fields
• Require waivers during event registration
• Collect waiver responses automatically
• Track which customers have signed waivers

Waivers help you collect legal consent and important information.

Multiple Forms per Registration

Q: Can I require multiple forms during registration?

A: Yes! You can now configure multiple forms to be required during event or class registration:

1. Waiver form: Primary liability waiver or participation agreement
2. Cancellation agreement: Terms and conditions for cancellation and refunds
3. Additional forms: Any other custom forms (health info, preferences, dietary restrictions, etc.)

All required forms must be completed before registration is finalized.

Q: How do I set up multiple forms for an event or class?

A: To configure multiple forms:

1. Go to the event or class settings
2. Navigate to "Registration" or "Form Requirements"
3. Select your waiver form (if applicable)
4. Select your cancellation agreement (if applicable)
5. Add any additional forms needed
6. Save the settings

Customers will complete all forms during the registration process.

Form Authentication

Q: Can I require users to be logged in before submitting a form?

A: Yes! You can configure forms to require user authentication:

1. Go to Form settings
2. Enable "Require user authentication"
3. Save the form

When enabled:

• Users must be logged in to view and submit the form
• Responses are automatically linked to their customer account
• Anonymous submissions are not allowed

This is useful for forms where you need to verify the submitter's identity.

Form Target Selectors

Q: Can I target forms to specific customer groups?

A: Yes! With form target selectors, you can configure which customers should complete specific forms:

• Target by customer tags
• Target by customer type
• Target by specific criteria

This allows you to:

• Require additional forms only for certain customer segments
• Collect specialized information from specific groups
• Customize the registration experience based on customer attributes

Form Submission Flows

Q: Can I trigger automations when a form is submitted?

A: Yes! Form submissions can trigger automations and workflows:

1. Create an automation with "Form Submitted" as the trigger
2. Select which form(s) should trigger the automation
3. Configure the actions to take (send email, assign tag, notify staff, etc.)
4. Enable the automation

Common use cases:

• Send follow-up emails after form submission
• Notify staff when important forms are completed
• Assign tags based on form responses
• Start onboarding workflows for new customers