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Classic: Enable Intake Forms
Classic: Enable Intake Forms

This article was created from a Google Doc.

Updated over a week ago

Enable Intake Forms
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Go to Setup

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Search for Custom Settings or browse to Build->Develop->Custom Settings

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Click the Manage action next to Calendar Config

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Click Edit

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Check the Send Intake Email checkbox

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Click Save
Go back to Custom Settings, Click Manage action next to Company Config

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Click Edit

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Enter your Intake Landing Page URL. This is the URL of your website where you put the Intake Form Widget. You can also use the Jasmine site: https://jasminepm.com/intake

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Click Save
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