Jane is here to make your switch a stress-free one 💙

Let Jane be your helping hand while you’re transitioning your busy practice. We have dedicated staff who can answer any questions that may come up along the way to ensure switching over is easy. We’ll work with you to help set up your account and guide you through importing your data, so you can hit the ground running. 🏃‍♀️

It doesn’t stop there! After you’re settled in, you’ll always have free and continued ongoing support from the Jane team whenever you need it.

📹 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.

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Moving from Booksy (formerly known as Genbook) to Jane

While moving your practice to Jane, we’ve got your back every step of the way. Whether you’re thinking about making the move or have already signed up for your new Jane account, our dedicated support teams are available to ensure your success in getting started with us.

The best part? That’s all free with Jane. Even if you’re not practicing with Jane yet, feel free to reach out to us with any burning questions you have!

What can you expect?

Coming from Booksy we’ve successfully brought over Patients and Appointments. Below you’ll find step-by-step instructions for how you can export your data when you’re feeling ready to make the switch to charting, billing and booking in Jane 💭

What can we import?

• Clients
• Appointments

Exporting your Clients from Booksy

So coming from Booksy, we’ll need you to upload your Customer List export from the “Customers” tab with as much detail as possible.

The export button is at the top right of the page and will produce a .csv document, which is perfect for Jane to import.

You will end up with an exported Excel document with all of your Customers.

Exporting your Appointments from Booksy

Unfortunately, Booksy does not currently offer a self-export of appointments from their system.

However, it sounds like Booksy may be able to provide you with a CSV appointments report upon special request, which is just what we need to import your bookings to Jane!

If you are unable to obtain the CSV file, it would mean that transitioning your bookings can be a bit of a manual process.

We recommend that you let us import your full customer/client list first, and then you dedicate a day or a weekend to moving over all your appointments manually before going live with Jane - people often choose to schedule their imports over a weekend so that there is some downtime in which to move the appointments over.

Often people will only move over future appointments just because of the time required.

Booksy Billing Data

We don’t import billing information into Jane due to the complex nature and different ways of storing financial information.

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 > Import Data > Schedule 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!