Jane's Guide

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


Welcome to the Jane Guide

This is where you'll find quick answers, whether you're double-checking a setting or learning a workflow for the first time.

Finding What You Need

Use the search bar at the top of the guide to look up a feature, setting, or task. You can also browse by topic using the categories in the left-hand menu.

🩵 Jane tip: Not sure what to search? You can ask Jane Sidekick, your AI assistant that searches the Jane Guide and shares detailed answers right within your account. To access it, click Need Help? near the top-right corner of your account.

Training Courses

Training Courses are structured guide sets that walk new staff through Jane's core workflows. They're a helpful starting point if you're onboarding a new team member or want a more guided way to learn Jane.

What's New in Jane

Curious about the newest features? Check out What's New in Jane for recent feature releases and add-ons.

When to Reach Out Instead

The guide is best for straightforward, self-serve tasks. If your question involves a more complex setup, an unusual situation, or something specific to your practice, contact us and our support team can help.