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

Customizing Language in Jane

Did you know that you can add your own flare to much of the language in Jane? You’ll need to be set up as a “Full Access” account to get to the right spot in the Settings tab.

Language

The Language area of your Settings is where you can customize a lot of the default wording in Jane, set your preferred terminology, and even update the language (French, Spanish, German, etc) that you want Jane to be in for staff and patients.

There are many parts of Jane you can explore and customize here, so let’s take a look at what’s possible!

Common Uses

Terminology

You can change what “patients” are called in Jane to anything that makes sense for your business — maybe “client” or “student” or “athlete” would be more accurate.

You can also change the word “treatments” to something different — for example, “services” or “call types”.

Keep in mind this is how Jane will refer to clientele and offerings overall — individual offerings are named when you create them.

Online Booking Banner

In Language, you can also customize and Create a Message Banner for your online booking site to be used for important messages about moving locations, parking instructions, upcoming fee increases, or any other information you’d like to be highlighted to all clients.

Here’s an example of a clinic using it to notify people of the address change, but you can add any message you’d like to highlight:

To create a banner like this, you’ll want to find a section called Notice/Message on Online Booking Pages:

Emails to Clients

You can also customize some of the default wording of your emails and notifications, or put additional information into your notifications.

For example, you can update your Thanks for Booking Email:

And your Appointment Reminder Email:

When you go to edit these areas, you’ll enter your own text and see a preview of how it will look with any fancy formatting you might be adding.

These areas let you get a little magical with Markdown, which can let you make text bigger, bolder, italic, and more. We’ve included a little Markdown cheatsheet below the text boxes that can teach you how to use the code:

And then if you want to see what that would look like in your actual email to clients, you can hop over to the Emails tab in your main Settings to preview the full email with your new text:

We have two handy cheatsheets that walk through the specific areas that can be customized within each of these notification types:

Text Messages/SMS Reminders

Texts are a bit limited in size and length, but you can make changes to your text reminders if you’d like them to be worded a little differently. Because Jane pulls in unique information for each reminder, it requires a little more advanced understanding of the codey code, but you can do it!

Again, there’s a formatting cheatsheet just below the editor to help you input the information you’d like.

Please note that text reminders have a character limit of 130 characters.

Marketing Language

There’s an area in Jane where people can opt into the “marketing material” you might offer. Newsletters, special offers, promo materials etc all fall under “Non-transactional emails” and require a physical opt-in process. Where it used to be okay to automatically opt people into these lists - as long as you provided an “unsubscribe” option - this is no longer enough.

Jane’s default language here is very clear and is set to “Yes, I would like to receive news and special promotions by email.” But you might like it to be a little more aligned to what you’re sending out. Like “Yes! I’d love to receive email updates about what’s going on in the practice - such as holiday hours or pricing changes”.

Other Customizations in Jane

Those are some of the most commonly used sections of the Language area, but feel free to browse and see if there are any other sections you might like to change to your own special tone.

In case it helps, below is a list of additional areas that Jane allows you to make your own. Have a peek to see where else Jane is letting you shine through:

Subscribe to our monthly newsletter.