There are 5 basic steps required to get your Jane account up and running:
|Set Up||Task Complete|
Set Up Step 5: Schedule & Shifts
That’s right, we are now ready to set up your schedule so you can start booking appointments!
Jane uses shifts to communicate staff members’ availability in the administrative schedule. Of course, you’ll also have the option to enable Online Booking for your shifts so that your patients can book appointments online.
You’ll notice in our example below, Zoey does not have any shifts set up in Jane. Let’s go ahead and select the dropdown arrow to the right of the shift button. If you’re a new clinic setting up your shifts for the first time, or a new staff member is starting at your clinic, you can select Manage Shifts.
Manage Shifts is the primary scheduling tool in Jane and it will allow you to quickly create your shift schedules for staff members across a time frame that you choose.
Watch the video below to learn about setting up shifts on your schedule:
Note: Speed up or slow down the video speed using the ⚙️ button inside the video player!
💡 If you’d like a more detailed walkthrough of Setting Up Shifts, please visit our guide document here.
Schedule Set Up Tips
Here are a few tips to keep in mind while setting up your schedule:
Schedule Settings: If you need to adjust the opening and closing time for your administrative schedule, or adjust the schedule grid, you can do this by heading over to Settings in the main menu and finding Schedule Settings on the left. We recommend setting your opening time to 1 hour before your first scheduled appointment, and your schedule closing time to 1 hour after your last scheduled appointment. This can help provide more flexibility when working with the schedule. Learn more about setting the schedule grid here.
Adding Staff Shifts: When adding staff shifts, it’s easiest to set up one staff member’s shift schedule and then copy those same shifts over to other staff members who work on the same schedule. If your practitioners’ shifts are unique from one another, then you will need to select “Manage Shifts” for each practitioner at a time.
Advanced Scheduling: Depending on the nuances of your schedule, you may want to use Tags to limit the availability displayed in your online booking. In other instances, you might need to create online availability that will Stagger Your Booking. Or you may need Resource Booking to manage the availability of rooms or equipment necessary for your treatments.
Using some of these advanced features in Jane can have a few layers during your account set up, and we are happy to help should you have any questions before your account “goes live.”
💡 If you need to work with Rooms, or Tags, you’ll need to ensure your Advanced Scheduling is turned on first in order for these options to be available for you.
Be sure to contact us to let us know how we can help! :)
You did it! 🙌
You’ve completed the last set up step, and your account is now ready to begin booking appointments.
Additional Set Up Recommendations
To get the most out of your Jane Account, we’ve outlined a few additional account set up recommendations:
Additional Set Up Recommendation List
Learn how to Navigate the Schedule and How to Book an Appointment in Chapter 1 of our Front-Desk Training program. Click the link below to get started:
Front-Desk Staff Training Course
Our online training lessons include all things Jane where you can watch videos, read up on tips and tricks, try out workflow activities in our Demo site, and self-test with quizzes.
If everything is going smoothly - wonderful! Just know that we are available via email ([email protected]) or phone (1-844-310-JANE) for support.