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Online Booking: Choosing What Is Offered Online (Locations, Staff, Shifts, Treatments etc) and Individual Staff Preferences
When setting up online booking, you have a few options on what gets displayed online and how it is displayed.
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Setting up Online Booking like a Boss
One of the reasons you may have chosen Jane is for the online booking. Because it’s an area of your site that most staff rarely visit, the set up of the online booking page can sometimes be forgotten.
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Adding "Book Online" Buttons to Your Website
For a quick and easy way to link patients to your clinic’s online booking site, Jane provides a number of different “embed codes.” These snippets of code can be copied and pasted into any HTML page, including your clinic’s website, a blog post, or even your LinkedIn profile. The buttons look like...
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Booking an Appointment Online (For Patients)
Note: These instructions are for patients who want to book their own appointments. Booking instructions for clinic staff are available here.
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Cancellation Policy
Life’s unpredictable. For that very reason, Jane lets you customize your cancellation policy while still giving patients lots of options.
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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.
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Family Profiles - Managing Family Members (For Patients)
To put it plainly, you can book individual appointments for your whole family from your account.
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Family Profiles - Managing Family Members from the Client Profile
To put it plainly, one family member can book individual appointments for the whole family from their client profile.
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Family Profiles - Online Booking & Intake Forms
Psst… did you know that with our Group Appointments feature, clients can book multiple people into a single session? This would be for sessions they want to attend together, like group counselling or a family chiro visit.
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Family Profiles - Payments with Shared Credit Cards
Did you know that when you’re taking payment for a client’s visit, you can choose someone else as the payer? With our Payments for Related Clients feature, you can collect a payment from a parent for their child’s visit, for example, and accurately reflect the payer on the invoice. You can do thi...
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Google Analytics
On July 1st, 2023, Google Analytics will replace their Universal Analytics (UA) with their next-generation tracking solution, Google Analytics 4 (GA4).
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Link Online Booking to Instagram
Adding your online booking site to your Instagram account is a great way to direct clients to your Jane site. It’s just a few simple steps to set this up.
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Not Accepting New Patients - Return Clients Only
So here’s some information on how to work with limiting new clients.
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Online Booking: Checking What is Offered Using the Magnifying Glass
Have you noticed the Magnifying Glass button in Jane? This handy little feature can help you get more detail about open time slots in your schedule.
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Only Allow Approved Online Booking
Something that comes up regularly is practitioners who only want their pre-screened clients to have access to their online booking.
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Online Booking Permissions
You can find some granular Online Booking settings in the Online Booking Settings area (imagine that!). Take a read through, or skip to one of the below sections.
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Online Rolling Availability
In order to set how far in advance your patients can book, you can set an online rolling availability value for each staff member.
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Re-Ordering Treatments (Admin Schedule and Online Booking)
Sometimes you would like your treatments ordered with your most popular choice at the top. Or maybe you would like to group certain visit types together.
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Self Check In (For Patients)
If your clinic has enabled the patient self check-in feature, you can mark yourself as arrived up to 1 hour before your scheduled appointment time. Check out the steps below to check in as a patient, or watch our video tutorial made for both clinics and patients.
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Save Space on Your Screen by Minimizing Weekends
Sometimes Monday to Friday is all you can handle. Jane makes it easy to hide weekend days from your schedule to save space on your screen.
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Tags - Limiting Treatment Availability
You can tag your shifts and treatments (aka services, sessions, classes) with a tag of your choosing, sort of like a hashtag. And then Jane will only offer up availability for that treatment on shifts with a matching tag. It’s a simple idea and really powerful in how it lets you control your avai...
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Online Booking Pre-Payments
A pre-payment policy for your clinic means that a patient will need to leave a card on file, pay a deposit, or pay the full amount when they book in. This can be customized to apply to all appointments, or for only first-time appointments. When a payment is made for an appointment as part of a pr...
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Notice / Message on Online Booking Pages (for Announcements or Instructions)
Full access users or account owners are able to post announcements at the top of their online booking page.
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Directing New Clients to Book an Initial Visit Only
There currently isn’t a way in Jane to require new patients to book an initial visit before they can book a subsequent. If you offer both treatments online, then your patients will be able to choose and book any appointment available, even if they are a new patient.
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Contact to Book
To determine what is causing this you can look at the treatment in question on your Online Booking Page as well as the appointment slots on your calendar.
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How to Hide Your Location from Your Online Booking Site
Scroll down to where you can enter your Location Address and Billing Address, and just below Location Address, you’ll find a check box that says ‘Hide Location Address in Online Booking. Tick the box (don’t forget to click Update Location to save) and you’re good to go!
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Branding Your Online Booking Page
I’d be wondering the exact same thing if I were you! Head on over to your name in the top right-hand corner of your Jane account, click the drop-down arrow, and select “Online Booking”.
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Putting Tags to Work
In this guide, we’re going to share some examples of how you can use Tags to manage your Online Booking availability. Feel free to choose your own adventure below by selecting the scenario that best suits your clinic needs! To quickly learn the basics, click here, and to dig a little deeper, you ...
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Working with Patients across Time Zones
If you work with patients across multiple time zones, then this guide is for you! We have gathered a list of features and suggestions here that will help with patient booking and communication when someone is not in the same time zone as your practice.