Jane's Guide

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


How to Simplify Online Booking for New Patients

Staff Access Level: Full Access and above
Jane Plan: Practice, Thrive, and Legacy plans
Geography: 🌐 All regions

A smooth online booking experience helps new patients find and book with your clinic quickly. This guide covers two ways to simplify that experience: organizing your Online Booking Site with Disciplines, and sharing a direct link to a specific appointment type.

🩵 Jane Tip: You can also reduce the number of fields new patients are required to fill in at sign-up. Our guide on Customizable Patient Sign Up Form walks through all the options.


Organize Your Online Booking Site with Disciplines

Disciplines let you group your treatments into categories on your Online Booking Site, making it easier for new patients to find the right appointment type. You can create new Disciplines and control the order they appear.

Instructions

  1. Go to Settings > Disciplines.
  2. To create a new Discipline, click New Discipline and complete the required fields.
  3. To reorder Disciplines, click and drag the dual arrow icon beside a Discipline to move it to a new position.

An image of the online booking site and where the disciplines appear on the left side

What to Expect

Disciplines appear on your Online Booking Site in the order you set. New patients browsing your site see the Discipline categories before selecting an appointment type.


You can copy a direct link to any appointment type on your Online Booking Site and share it with patients. This is useful for new patients who may be less familiar with navigating online booking, or when you want to direct patients straight to a specific treatment.

Instructions

  1. Click on your name or initials in the top right corner of your Jane account > select Online Booking Site
  2. Click on a specific treatment
  3. Copy the URL from your browser’s address bar.
  4. Share the link directly with patients.

🩵 Jane Tip: You can also use direct appointment links in social media posts or promotions to send patients straight to a specific service. For steps on connecting your Online Booking Site to Instagram, see our guide on Link Online Booking to Instagram.

What to Expect

Patients who open the link are taken directly to the booking schedule for that appointment type, with no need to browse your full Online Booking Site.