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

Account Basics

  • How To Check Who's Listed As Account Owner

    From time to time, we’ve seen cases where an admin staff is listed as the Account Owner. When they leave a clinic, no one else including the real clinic owner can manage the Jane subscription. This can leave the real owner without a way to:

  • Checklist for Starting with Jane

    So you’ve signed up for Jane! Here’s a list of most of the common setup tasks that you’ll want to go through.

  • Browser Requirements

    To ensure your data is secure being sent to and from Jane, we only support browsers, calendar applications and operating systems which support the secure TLS version 1.2. We no longer support the insecure TLS 1.1 or 1.0 versions.

  • Device & Network Recommendations

    Since Jane is a web-based application, we’ll need a connection to the internet highway. How much of a connection? Here are our recommendations for a smooth ride:

  • Using Jane on a Tablet

    The easiest way for practitioners to view Jane on their tablet is to use the Day Sheet view at the top.  Click the patient appointment once to open the chart and then again to open the appointment details pane.  It would look like this:

  • Using Jane on a Smartphone

    If you’re away from your clinic and you need to access Jane, you’re in luck: Jane works on the go too. You can access all of Jane’s features through your smartphone. Simply open your phone’s web browser and enter your clinic’s URL to load the app.

  • Keyboard Shortcuts

    That’s why there are a number of keyboard shortcuts you can use to navigate the Schedule with fewer clicks.

  • Auto-Logout Duration

    By default, Jane asks your staff to sign in with their username and password after 1 week of inactivity, but we understand that you may want to set a different duration.

  • Change Your Clinic Email Address & Phone Number

    When you first open your Jane account, the email address you provide will be the one that automatically gets set as the address where you will receive Jane notifications and/or replies and responses from all clients using online booking.

  • Log In Help: Username and Password

    💡 Did you know staff members can enable 2-Step Verification on their profiles as an extra layer of security? Enabling this feature means you’ll receive a one-time SMS code to your mobile phone as part of the login process.

  • Enabling Patient Self Check-in

    Something that comes up regularly is clinics and practitioners who want to allow their patients to self check-in when they arrive for their visit.

  • Adding a Location

    You might be a mobile practice and work in several different locations with different availability, or you might have multiple physical practices that share practitioners, client or patient base and branding.

  • Booking a Break on a Mobile Device (Phone or other Small Screen)

    Let’s face it, we do a lot from our phones these days. Here’s how you can block off time on your schedule using your phone. Small screens sometimes require a bit of a design change because only so much can fit!

  • Moving Your Practice to a New Location

    Often clinics will re-locate to a new physical location. This could be because of a lease expiring, or the need for more space, or a solo practitioner with their own account changing practices.

  • Multiple Locations or Multiple Accounts: How to Set Up Jane for Independent Locations or Practitioners

    Now that you’ve signed up for Jane, you might be wondering if you need multiple locations within a single Jane account or multiple accounts. Here are some questions to consider:

  • Accessibility in Jane

    It’s important to us that Jane is accessible to all our users. Inclusivity is a key part of our culture and our product development process 💙

  • I Can't Access My Jane Account: A Troubleshooting Guide

    If you’re looking for help resetting your username or password, that can be found here.

  • How to Archive a Treatment/Session

    Are there Treatments/Sessions in your list that you’d like to remove? No problem! If you’re a Full Access user, you can ask Jane to tuck them away for you by Archiving them.

  • Bookmarking Your Jane Account for Easy Access

    Welcome to the world of efficiency! If you’re looking for a quick and easy way to access your Jane account from your web browser in just one click — meet your new best friend ✨bookmarks.✨

  • Viewing Protected Financial Documents (For Patients)

    This guide assumes that you are attempting to access a financial document sent to your email and your clinic requires that you sign in to access your financial document. Financial documents can also be accessed by first signing into your My Account to view those documents within your Patient/Clie...

  • Switching to the Balance Plan

    Welcome to our guide on switching to the Balance Plan. 👋 If you’d like a refresher on our different pricing plans and what they include, check out our pricing page.

  • Adding a Billing Address for Locations

    Learn how to manage Billing Addresses in Jane, from setting up a Location to customizing Billing Locations for invoices, receipts, and statements. Discover how to maintain privacy or use virtual addresses seamlessly.
  • Unauthorized Access: What to Do if Your Laptop/Phone is Lost or Stolen

    Oh, no! Your device has just been stolen. What should you do?

  • How to Archive/Unarchive a Discipline

    As your practice evolves, you may find it necessary to remove a discipline from your list of offerings. To get started, a Full Access user will want to head over to the Settings tab, select Disciplines on the left sidebar menu and then Edit to the right of that discipline.

  • How to Change the Name of Your Clinic

    Sometimes, your clinic gets the chance to embrace exciting changes, whether that’s by becoming part of a larger team through an acquisition or evolving from a solo practitioner into a thriving multi-disciplinary practice.

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