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




Feedback and Knowledge Base