Jane Guide.

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


Online Booking Permissions

You can find some extra granular Online Booking settings now in the Online Booking Settings area (imagine that!)

Let’s look at the different settings and what they mean. Remember, here we are setting your clinic-wide preferences, but they can be overridden in individual customer profiles.

Online Booking Policy

You can set this either to Online booking allowed, or Online booking disabled. This is a general blanket setting.

Online Booking allowed will have your schedule available for view and booking to anyone who heads over to your Jane booking page.

While Online Booking Disabled requires that the customer signs in before they can access your customer facing Jane page.

There’s sort of a middle option where you can screen customers for online booking access. Handy if you only want customers that you want to have access to online booking. You can see how to set that up on this help page about Only Allowing Approved Online Booking.

Verify New Users

You can check this box if you want customers to do the two-step authentication process before they can book online.

That means that they will be asked to enter a mobile verification code or click on a link in an email to verify that they are giving you real contact info that belongs to them. This can be handy if you’ve had trouble with deviant booking, but can also slow down the process for customers booking online.

The next section is available and will only show up for you if you are a part of the Jane Payments Integration.

Online Booking Payment Policy

You can choose to have your customers pay in full before their treatment, require a specific deposit amount, store a credit card on file which will not be charged, or remain with no credit card info required.

Here’s what it looks like if you’re requesting a card on file that will not be charged:

You can also have a different policy for just their First Visit to your clinic.

Use the same policy or choose any of the other options to apply differently just to this first appointment. Again, keep in mind how these settings will affect a customer’s decision to use your online booking and how it benefits your practice.

As always let us know if you need any help or would like more information about how these settings work.