Skip to main content
All CollectionsIntake FormsClassic
Classic: Enable Intake Forms with ZocDoc
Classic: Enable Intake Forms with ZocDoc

This article was created from a Google Doc.

Updated over a week ago

Edit Custom Settings

Go to Setup

Image


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

Image


Click the Manage action next to Calendar Config

Image


Ensure Send Email Reminders is checked. If not, see instructions for enabling email reminders.

Image


Click Edit

Image


Check the Send Intake Email checkbox

Image


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

Image


Click Edit

Image


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

Image


Click Save
Edit Service

Go to the Services Tab

Image


Edit the Service you want Intake Forms sent

Image


Check the Send Intake Email checkbox

Image


Click Save
Patient Email Reminder

Only patients with Email Reminder checked on their Contact record will receive the Intake Form email.

Image


Add Intake Related List to Contact Layout

Add Widget to Website

Did this answer your question?