Staff Access Level: All levels
Jane Plan: All plans
Add-on Required: No
Geography: 🌐 All geographies
Instructions
To book a treatment add-on in Jane, follow these steps. Once complete, the add-on will appear on the patient's invoice as a separate line item alongside the base treatment.
- Go to the schedule and select the time slot you'd like to book.
- Select the treatment you'd like to book from the New Appointment panel.
- Under Booking Info in the New Appointment panel, find the Add add-ons to this treatment section. This section only appears if the selected treatment has been linked to at least one add-on.
- Check the box next to any add-ons you'd like to include. The name, length, and cost of each add-on are listed alongside the checkbox.
- Continue booking the appointment as usual.
🩵 Jane Tip: You can add as many add-ons as you like, though we recommend a maximum of five per appointment.
What to Expect
The booked appointment appears on the schedule with a + icon indicating an add-on is attached. Hover over the + icon to see the add-on name and cost. Click the appointment to open the appointment panel and view the full add-on details in the Booking Info section.
The add-on name and cost appear as a separate line item in the Details section of the patient's invoice and receipt.
Important Notes
- If the base treatment is covered by a package or membership, the add-on will be covered by that package or membership as well.
- If an insurance policy is applied to the appointment, Jane treats the base treatment and add-on as one combined treatment for the purposes of calculating coverage. For example, if the base treatment and add-on total $100 and the policy covers 80%, the insurance will cover $80.