Jane Guide.

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


Class or Group Booking

This is a feature designed to allow for multiple clients to be booked in all at the same time. I guess that’s the definition of a class, but did want to make it clear that if you allow the class to be booked online you will be opening the group up to multiple unrelated people.

If you are using this feature for Online Booking

Great for things like:

  • Clinical Pilates
  • Yoga
  • Group Training
  • Open Support or Counselling Sessions
  • Anything where the participants can be total strangers

Not so great for things like:

  • Couples Massage
  • Couples Counselling
  • Anything where the participants need to be related to one another

A note that this is a basic class booking feature and we know it will create many more feature requests. We will continue to develop Jane non-stop-all-the-time, and appreciate that there’s always more exciting and fun things we could add to make Jane more helpful to you. Keep us in the loop with what you’d like to see and why and we’ll make sure we have your vote recorded.

Discipline

First thing you might want to do is set up a new Discipline if it falls outside of the disciplines you currently offer, and you want it to display in it’s own area on your online booking.

Both Disciplines and Treatments can be found in your Settings Tab - which you will need Full Access profile to see in your Jane Account.

Note - if you are not worried about separating out the classes as their own section on online booking, you can re-name a current discipline, such as Physiotherapy to include both options: Physiotherapy and Clinical Pilates

Income Category

It can be helpful to separate out your treatments or classes into income categories for easier break down in reporting. Especially if you have the same type of practitioner offering both types of service.

Here’s a guide document on Creating Income Categories

Creating a Class/Group

Create a New Treatment as normal. You’ll see a drop down menu where you can choose the Maximum Number of Participants. Jane will continue to offer this class online (one spot at a time) until that class reaches this capacity. We let you set that to 50 - maybe for a webinar or office open house…

I would recommend including the word “class or group” in the name of the treatment: “Clinical Pilates Class”

You can also use the Billing Name to make the invoice and receipt language more clear for insurance billing purposes, and add some information in the Description to populate your online booking site:

The price you set will be per class per client. If you are working with packages or memberships we still recommend using adjustments and credits. Seem more about packages and memberships here.

So you would set the price to the most common or “drop in” pricing.

Adding a Class to the Schedule

You can block off the classes in a staff member’s schedule by choosing it from the treatment list and booking it in on their schedule, just as you would a typical appointment.

There are currently no features around recurring that class in it’s empty state (we know you’ll want that!), so you’ll need to fly through the weeks and drop the classes in wherever you would like to see them booked in.

Drop In

If the class is first come first serve you will want to open up every class with an open and empty Class Block as shown above.

Series

If you are booking a series and the participants register once for an entire session (6 weeks for example), you will want to open up just the first date in online booking, and then block off the same time and date with a break for the rest of the sessions.

Once your class is at capacity or you have your final list of participants, you can COPY and PASTE that class (including all the participants) into the full length of the session.

Important Note While COPY will duplicate the class and leave the original one in it’s spot, MOVE will remove it from it’s spot on the schedule and re-book it elsewhere. So make sure you’re using the correct workflow and pressing the appropriate button. Copy is to book everyone in again, Move is to re-schedule the class to another day and time.

Online Booking

When classes are selected in a practitioner view you will see all of their classes for the week:

The book by treatment view will still show the classes day by day with whomever offers them:

Charting

When you pull up the class from you day view, you will be able to click on the class to see the individual participants. And from there clicking on the individual participant will open their chart.

Note - there is not a way to copy a chart entry across all participants at this time. We know you’ll want that too! For now you’ll either want to copy and paste the text across all participants or create a chart template that is easy to drop in and update for your classes. Remember that you can pre-populate text in a template!

Reporting

All classes will show up on Sales and Compensation reports in the same way that a single one-to-one treatment display.

A reminder that using a different Income Category can be a great way to filter out the income on some of the reporting.