Jane's Guide

Here's all the help you need to use Jane.


Account Basics

  1. Guide
  2. Account Basics

  • How To Check Who's Listed As Account Owner

    From time to time, we’ve seen cases where an admin staff is listed as the Account Owner, but when they leave a clinic, no one remaining, including the clinic owner, can authorize the export or transfer of charts. In these cases, Jane has no authority to change the name of the Account Owner.

  • Checklist for Starting with Jane

    So you’ve signed up for Jane! Here’s a list of most of the common setup tasks that you’ll want to go through.

  • Browser & Operating System Requirements

    To ensure your data is secure being sent to and from Jane, we only support browsers, calendar applications and operating systems which support the secure TLS version 1.2. We no longer support the insecure TLS 1.1 or 1.0 versions.

  • Device & Network Recommendations

    Since Jane is a web-based application, we’ll need a connection to the internet highway. How much of a connection? Here are our recommendations for a smooth ride:

  • Using Jane on a Tablet

    The easiest way for practitioners to view Jane on their tablet is to use the Day Sheet view at the top.  Click the patient appointment once to open the chart and then again to open the appointment details pane.  It would look like this:

  • Using Jane on a Smartphone

    If you’re away from your clinic and you need to access Jane, you’re in luck: Jane works on the go too. You can access all of Jane’s features through your smartphone. Simply open your phone’s web browser and enter your clinic’s URL to load the app.

  • Keyboard Shortcuts

    That’s why there are a number of keyboard shortcuts you can use to navigate the Schedule with fewer clicks.

  • Auto-Logout Duration

    By default, Jane asks your staff to sign in with their username and password after 1 week of inactivity, but we understand that you may want to set a different duration.

  • Change Your Clinic Email Address

    When you first open your Jane account, the email address you provide will be the one that automatically gets set as the address where you will receive Jane notifications and/or replies and responses from all clients using online booking.

  • Log In Help: Username and Password

    💡 Did you know you can enable 2-Step Verification on your staff profile as an extra layer of security in addition to your password? Enabling this feature means you’ll receive a one-time SMS code to your mobile phone as part of the login process. Check out our guide to learn more.

  • Enabling Patient Self Check-in

    Something that comes up regularly is clinics and practitioners who want to allow their patients to self check-in when they arrive for their visit.

  • Adding a Location

    There are several types of practice setups that might require another location to be set up in your Jane account. You might be a mobile practice and work in several different locations with different availability, or you might have multiple physical practices that share practitioners and client ...

  • Booking a Break on a Mobile Device (Phone or other Small Screen)

    Jane is designed to be responsive to screen size. I think this is the most magical technology - so although it’s not new, it impresses me every time. You can see this magic if you load up Jane and then grab the side of your browser and shrink your screen in to a narrower width.

  • Moving Your Practice to a New Location

    Often clinics will re-locate to a new physical location. This could be because of a lease expiring, or the need for more space, or a solo practitioner with their own account changing practices.

  • Multiple Locations or Multiple Accounts: How to Set Up Jane for Independent Locations or Practitioners

    When you’re deciding how to set up your Jane account, one thing that comes up quite often is whether you need multiple locations within a single Jane account or multiple accounts. This might be a question when you have:

  • Accessibility in Jane

    It’s important to us that Jane is accessible to all our users. Inclusivity is a key part of our culture and our product development process 💙

  • I Can't Access my Jane Account: A Troubleshooting Guide

    If you’re looking for help resetting your username or password, that can be found here.

  • How to Archive a Treatment/Session

    Are there Treatments/Sessions in your list that you’d like to remove? No problem! If you’re a Full Access user, you can ask Jane to tuck them away for you by Archiving them.

  • License Count & Usage FAQ

    All practices signed up prior to January 3rd, 2023 will continue to operate under their existing licensing model.

  • Welcome to the Jane Guide

    This guide is a growing library of tips and instructions for having the best experience with Jane.