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Classic: Enable Intake Forms with ZocDoc

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




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