Edit Custom Settings
Go to Setup
Search for Custom Settings or browse to Build->Develop->Custom Settings
Click the Manage action next to Calendar Config
Ensure Send Email Reminders is checked. If not, see instructions for enabling email reminders.
Click Edit
Check the Send Intake Email checkbox
Click Save
Go back to Custom Settings, Click Manage action next to Company Config
Click Edit
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
Click Save
Edit Service
Go to the Services Tab
Edit the Service you want Intake Forms sent
Check the Send Intake Email checkbox
Click Save
Patient Email Reminder
Only patients with Email Reminder checked on their Contact record will receive the Intake Form email.
Add Intake Related List to Contact Layout
Add Widget to Website