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 ...

Edit Individual Shifts

There are two different tools to manage your schedule in Jane that serve two different purposes. The first tool is called, “Manage Shifts”, and the second tool is called, “Edit Individual Shifts”. Here is when you should use them:

Setting Up Shifts

Jane’s Manage Shifts tool is the primary way to set up shifts in Jane. It’s a quick way to create a weekly shift schedule for multiple practitioners over a time frame that you’ve chosen. You can clear existing shift schedules, create new weekly schedules, or remove one day of availability for mul...

Booking an Appointment (Staff)

Note: These instructions are for clinic staff. Patients can learn how to book their own appointments here.

Breaks, Personal Time and Holidays

If you need to block off time on your schedule, there are 2 ways to do this.

Class Booking

This is a feature designed to allow for multiple unrelated clients to be booked in all at the same time. I guess that’s the definition of a class, but we do want to make it clear that if you allow the class to be booked online, you will be opening the group up to multiple people who do not know ...

Couples or Related Groups - Booking, Billing, Charting and Notifications

There are times that you want to work with more than one person at a time, but it’s not a class or drop-in style group. This may be especially relevant to you if you’re a mental health practitioner or a family chiropractor. This would be for appointments like couples or family counselling or fam...

Deleting a Class or Group Appointment

Have you added a Class or Group Appointment to your schedule that you need to cancel? Start by finding the scenario that best applies to your situation and we’ll walk you through your next steps. 👀

Keyboard Shortcuts

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

Late Cancellations

We know cancellations can’t always be avoided, so we have a few features to make managing late cancellations a little bit easier. If you don’t see what you’re looking for here, please don’t hesitate to get in touch with us.

No Show and Late Cancellation Fees

No Shows or Late Cancels can happen for many different reasons. Sometimes it’s unavoidable and although you’d like to record the No Show or Late Cancel you don’t want to charge a fee. Sometimes you would like to charge a full fee and other times you might only want to charge half.

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.

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.

Patient Arrivals & No Shows

Recently, we made an update to the colour of Arrived appointments where the client invoice is paid or is $0. You can read about that initial change here.

Patient Privacy

Jane offers a few quick and easy features to keep your patient’s information confidential when working in areas where your screen might be visible to others.

Print Daysheet

To print off a staff member’s day sheet, you can start at the Staff Tab and find the Staff member in question.

Re-Booking Appointments

Jane offers users a couple of ways to manage repeat appointments. See Recurring Appointments to learn how to set up appointments that repeat automatically at regular intervals. Or, to learn how to quickly re-book appointments using the copy and paste tools, read on:

Recurring Appointments

Choose an appointment on the schedule that you would like to recur. 

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.

Resource Booking

Do you have a treatment that requires a certain type of equipment in limited quantity? Just one (maybe Shockwave Therapy) or do you have a pool to draw from (3 lasers for example).

Room Booking

You can set up your schedule to display by rooms in your clinic. In this view, each room will display in the main schedule as a column.

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.

Setting a Post Treatment Reset Time or Break

Sometimes practitioners need a little extra time between appointments, whether it’s to prepare for the next patient or just to take a breather. Jane offers a couple of different ways to automatically add post treatment time to appointments: The first method applies to all appointments scheduled w...

Setting the Schedule Grid

On your schedule you can adjust the minimum increments. The greatest common divisor of appointment length for your clinic is the value you need to use. For example if you have one practitioner who schedules on 15 minute intervals but another who uses 20 minute intervals, you should use 5 minute...

Setting up Treatments

Jane’s default is to call the services a clinic offers ‘Treatments’, but you can customize this depending on what you call the services you offer your clients. This guide to Customizing Jane (under ‘Terminology’) tells you how you can change Jane’s default language.

Staggered Booking Set Up (Multiple Rooms or Clients Overlapping)

There are many different treatment styles that include overlapping or staggered appointment booking. These can occur in widely varied and unique ways, so we’ll offer some of the most common scenarios below, but it’s always good to test them out with your online booking once you have everything s...

Special Notes

Notes only show up internally in Jane. Anytime you type something into a box labelled ‘Notes’ or with ‘Add Note…’ in the text box, you are creating an administrative note that will not appear on any patient-facing documents or communication.

Subscribing to Your Calendar (for Staff)

Any staff member can easily add Appointments and Shifts to their calendar software by using the Private Calendar URLs listed in their staff profile. These URLs can be copied and pasted into:

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...

Using the Wait List

Who was Cancelled/Deleted from the Schedule?

Whether it was an “oh shoot” administrative error, or a mysterious spot you were sure used to be filled by a patient, or someone showing up in a spot where they don’t have an appointment there are a few ways to troubleshoot missing appointments.

Working With the Schedule

Whether you’re a practitioner or a clinic administrator, the schedule is one of the features you’ll probably use the most in Jane — but never fear, we’ve designed it to be super easy to use. In fact, if you’ve ever used any of the most popular web-based calendar systems, Jane’s schedule should be...

Schedule Opening & Closing Time

We generally suggest setting the opening time to an hour before you usually take your first patient, and your closing time to an hour after you usually take your last. This will help give you a bit more flexibility when working with the schedule, but it will not determine when patients are able t...

Cancel or Remove an Appointment from the Schedule

Appointment cancellations happen for a variety of reasons. If you have an appointment on the schedule that you need to cancel, this can be done right inside the Appointment panel.

Staff Member not Showing up on Schedule

So you’ve just added a new staff member, but they aren’t showing up on the schedule yet.

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.

Removing a Location

You may want to remove a location for a variety of reasons so let’s walk through how to accomplish this in Jane.

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.

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 💙

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!

Setting Up Shifts FAQ

Welcome! Here are some frequently asked questions and answers about Jane’s primary shift scheduling tool: Manage Shifts. And if you haven’t seen them already, we do have a few other dedicated guides that may come in handy as you’re setting up your clinic’s schedule.

Allow Post-Treatment Time After Shift Ends

Jane has a fancy staff setting that allows staff members to run their post-treatment time (also known as ‘room reset time’, ‘room cleaning time’, etc.) after their shift ends. This allows patients to book in with them online even if the post-treatment time runs after the scheduled shift.

Prevent Staff from Booking Outside of Shifts

You may have noticed something special hiding away in Jane’s Schedule Settings called “Prevent staff booking outside shifts”. This is another way you can personalize your schedule in Jane to fit exactly what you need. 😍

Double Booking

Before getting started with the Double Booking feature, you would need to ensure this setting is turned on under Settings > Schedule Settings > Allow double booking. Don’t forget to hit Save.

Changing the Length of a Scheduled Appointment

Did you know you can adjust scheduled appointments to make them longer or shorter than the usual treatment length? This can be helpful if you have clients that may need more or less treatment time, or need some extra time to get in/out of your treatment space.

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 ...

Group Appointments

Group Appointments make things easier both for clients and staff who need to book multiple related clients into a single appointment. No double-booking or joint profiles required!

Group Appointments: Client Experience

In this guide, we’ll walk you through how your clients can book Group Appointments online.

How to Book Services or Resources Without a Staff Member

If your clinic provides services to patients that do not require a practitioner in person, you might think the best way to set this up is by creating a staff profile for the service.

Chapter 1: Schedule

Welcome! We’re so happy you’re here.