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 and tweak which disciplines appear first.
In any case, you can choose to display your treatments and disciplines in any order you like. There are a few things to consider about your treatment order in Jane.
Individual Practitioner in Online Booking and Admin Schedule
To customize the order treatments display for an individual practitioner head over to their Staff Profile, select Treatments, Classes and Group Appointments and then click on the Order Treatments:
To change the order of the treatments in this area, you’ll want to drag and drop the up and down arrows to the desired order.
When you click on a practitioner in online booking, Jane will display them in this order. Here’s what it looks like online:
And like this in the admin schedule:
Book by Treatment in Online Booking
If you want to change the order listed on the main booking page under the Book By Treatment area of online booking, a Full Access user can hear over the Settings tab and then click on Treatments, Classes & Group Appointments within the left sidebar menu.
Next, you’ll want to use the up and down icon to drag and drop treatments in the order you’d like them to appear in. No need to hit a Save button here. A green message will pop up at the top of the screen letting you know the change has been applied.
Note📝: Friendly reminder we’re only able to change the order of the treatments within the discipline they are assigned to.
The order will be reflected here:
Reordering Disciplines
If you’d like to reorder how disciplines appear on the online booking site, a Full Access user can head over the Settings tab and then click on Disciplines within the left sidebar menu.
From there, you can use the up and down arrow icon to drag and drop the disciplines into the order you’d like to put them in.
The order set in this area will also affect the discipline order for a staff member who offers more than one discipline. Even if the order of the treatments is changed within the staff profile on the administrative side, Jane will still follow the order set under the general Settings tab.
Additional Notes
This is super helpful to keep in mind as clients typically select the first available treatment option on the list. Additionally, the first treatment in the list also serves as the default option when clients view your calendar in the Monthly view.
There you have it! If you have any additional questions, feel free to contact us and our support team would be happy to help 💙