Jane's Guide

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How to Restrict Online Booking to Returning Patients

Staff Access Level: Full Access and Above
Jane Plan: Legacy, Practice and Thrive Plans
Add-on Required: No
Geography: 🌐 All geographies

📣 Heads up: If you want to hide your online booking page entirely so that only approved or returning patients can access it, that’s a separate setting. Check out our guide on Approved Online Booking Only before continuing with this guide.

Instructions

Jane doesn’t have a single toggle to block new patients from booking online, but there are three ways to limit new patient access while keeping online booking open for returning patients. You can use one approach or combine them depending on how your practice is set up.


Option 1: Add a Banner to Your Online Booking Page

Adding a notice to your online booking page lets you communicate directly with patients before they book. Use this to let new patients know that a practitioner isn’t accepting new patients, or to direct them to call instead.

  1. Go to Settings > Language.
  2. Scroll down and click Notice / Message on Online Booking Pages.
  3. Enter the message you want patients to see. You can use Markdown to format the text.
  4. Click Save.

An image of what the Online booking banner looks like

What to Expect

The notice appears at the top of your online booking page for all patients. It updates immediately after saving. For more details on how you can customize this area, check out this guide: Notice / Message on Online Booking Pages (for Announcements or Instructions)

đŸ©” Jane Tip: The banner is a good option when the restriction is temporary, such as while a practitioner is on leave or at capacity for the season.


Option 2: Rename Treatments to Signal Availability

You can rename a practitioner’s treatments to indicate that they are only available to returning patients. New patients who see the treatment list will understand that booking is limited, and returning patients can still self-book.

  1. Go to Settings > Treatments, Classes & Groups Appointments
  2. Click Edit on the treatment you’d like to update
  3. Update the treatment name to something that signals availability, such as “Returning Patients Only – Subsequent Treatment.”
  4. Confirm that the Billing Name field still reflects the correct treatment name for insurance receipts.
  5. Click Save.

An image of where to complete these fields after following the initial navigational steps

📣 Heads up: If a practitioner’s treatments are not shared with other staff, their name will not appear in the “book by treatment” view. If visibility in that view matters for your practice, keep at least one shared treatment active.

What to Expect

Patients can still select and book it, so this approach relies on clear naming to discourage new patients rather than blocking them outright.

đŸ©” Jane Tip: Some practices keep the initial or assessment treatment active for all practitioners but rename it to “Contact to Book – New Patients” to prompt new patients to call instead of booking online.


Option 3: Limit or Remove a Practitioner’s Online Availability

For a more direct restriction, you can change a practitioner’s online booking settings to reduce or remove their availability to new patients entirely.

To set specific treatments or shifts to “Contact to Book”:

  1. Go to Settings > Treatments, Classes & Group Appointments
  2. Click Edit on the treatment you’d like to update
  3. Under Online Booking Settings, toggle Contact to Book on
  4. Click Update Treatment

To remove a practitioner from online booking entirely:

  1. Go to Settings > Online Booking
  2. Scroll to Staff Available to be booked online
  3. Use the toggle to the left of their name to de-select the online booking
  4. Click Save

What to Expect

Treatments set to “Contact to Book” show a prompt for patients to call or email rather than a booking option. Practitioners removed from online booking no longer appear in the booking flow at all.


Important Notes

  • These options limit access but do not prevent a patient from booking if treatments remain visible and selectable. For full access control, see our guide on Approved Online Booking Only.
  • Changes to treatments or online booking settings apply to future bookings only. Existing appointments are not affected.

That’s everything you need to limit new patient bookings without closing off online booking for your practice.