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

Importing from Booker

Here’s what we know about moving over from Booker to Jane.

Disclaimer about our import guides: We create our guides through the experiences we have importing from different software, as well as searching for guide documents from these softwares to assist our customers in transitioning over to Jane. If you have any difficulty while retrieving your data, it’s best to reach out directly to your current software provider.

📹 Join us each month for our webinar “Everything You Need to Know About Switching to Jane”. We’ll walk you through the process of moving to Jane and share our top tips so that your import, setup, and onboarding run smoothly. Sign up or learn more.

Exporting your Customers from Booker

So coming from Booker, we’ll need you to upload your Customer export with as much detail as possible. The Customer List can be exported from the Customers Tab.

Here’s a help doc from Booker on how to export this report with as many demographic details as possible.

You will end up with an exported CSV document with all of your Customers which we can import into Jane.

Exporting your Booker Appointments

Here is a help doc from Booker on how to export an Appointments Report from their system.

Note: Don’t forget to export your future appointments as well as your past appointments.

Booker Billing Data

We don’t import billing information as there are formatting issues between the two systems.

Uploading into Jane

To ensure that your data is uploaded to the correct account, and for security reasons, we do not accept patient data via email. You can upload the files to us in the Settings > Schedule an Import area.

You can find an overview of this process here: Scheduling Your Import

If you need any further help getting all set up to run with Jane, just let us know!

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