Need to review your past invoices, update your credit card, or check your Jane license count? This guide covers everything you need to know about managing your Jane subscription.
Noteđź’ˇ: Only the listed Account Owner has permissions to view the Subscriptions area. Not sure who the listed Account Owner is? Here is a guide that walks through how to find this information: Account Ownership in Jane.
- Why was my initial subscription payment higher than I was expecting?
- How to find your billing history, invoices, and receipts for payments
- How to update your credit card
- Which cards does Jane accept for subscription payments?
- Can I pay by cheque or automatic bank withdrawal?
- How to make a lump sum payment
- How much does it cost to add administrative staff to Jane?
- Changing Your Jane Subscription
- How to update the number of Jane licenses
- How to add Insurance to the Practice or Thrive Plan
- How can I change the business details that show on my Jane invoices?
- How do I change the Primary Contact Information within the subscription area?
- How can I change my Jane account website address?
- Can I transfer ownership to someone else?
- Why is my Jane account on hold?
- What are the Legacy Plans prior to the April 2024 Pricing Plan Update?
Why was my initial subscription payment higher than I was expecting?
Your first invoice is sometimes a bit higher than your regular monthly amount. It includes the current month’s subscription plus a prorated amount for the previous month. You can see a full breakdown by heading to Settings > Jane Subscription > Billing History.
Jane processes your monthly subscription on the first business day of each month, so the prorated amount from the month you sign up is added to your second invoice.
How to find your billing history & invoices
To view and download your monthly invoices for Jane or receipts for past payments, head over to the Settings > Jane Subscription in your account.
From there, click the Billing History tab to download individual invoices or generate an overall account statement.
The Jane Subscription tab is only visible when you’re logged in as the Account Owner. If you need to forward a copy of your statement for financial reporting, click the Statement tab in the top right corner.
Once the page loads, scroll to the bottom and select the PDF button in the bottom left corner.
How to update your credit card
The Account Owner can head over to the Settings tab and select Jane Subscription in the left sidebar.
From there, click Update Credit Card along the top of the screen and then enter your information. You’ll need to include either a 5-digit ZIP code or a 6-digit postal code. When you’re finished, click the Update Credit Card button at the bottom.
Which cards does Jane accept for subscription payments?
Jane accepts the following card types for subscription payments:
- Visa, Visa Debit, and Pre-paid Visa
- Mastercard, Debit Mastercard, and Pre-paid Mastercard
- Discover Card
Please note that American Express isn’t currently supported.
Can I pay by cheque or automatic bank withdrawal?
No, we’re not able to accept payment by cheque or EFT. You’ll want to make sure you have a valid credit card on file for your monthly subscription, and you can update it any time if your payment details change.
How to make a lump sum payment
If you’d like to pay several months of your subscription upfront, you can do that directly from your account. Before you do, here are a few things to keep in mind:
- Subscription payments are non-refundable. Only pay ahead if you’re confident your account will stay active for the coming months.
- Your credit may be used up sooner than expected. If your plan or Jane license count changes, the credit could be applied more quickly than the number of months you paid for. License counts are based on account usage and can fluctuate with your appointment volume.
- Your subscription stays month-to-month. Paying ahead doesn’t lock in your current price. It just means future invoices will draw from your credit balance until it’s used up.
- If your account closes, any remaining balance will be held as a credit and applied when the account is reopened. If your license count decreases, we can adjust your account, but the funds will stay as a credit toward future invoices rather than being refunded.
How to make a lump sum payment:
- Go to Settings > Jane Subscription
- Select the Make a Payment tab
- Enter the amount you’d like to pay. This is typically the after-tax total for the number of months you’d like to cover. Not sure of the amount? Head to the Billing History tab to find your usual monthly total (after tax) and multiply by the number of months you’d like to pay ahead, or reach out to our support team and we’ll help.
- Click Process Payment.
- Once the payment is processed, it will appear as a credit balance on your account and automatically apply to upcoming invoices.
How much does it cost to add administrative staff to Jane?
Nothing! Admin profiles are included in the base price of your subscription, and you can add as many as you need. Just make sure they’re not opted into a discipline or have patient appointments on their schedule.
Changing Your Jane Subscription
To view and update your subscription plan, the Account Owner can head to Settings > Jane Subscription in the left sidebar.
From there, scroll down and click the Update Subscriptions button.
Then you can scroll down on the Account page and click on the blue Update Subscriptions button:
If you are currently on the Thrive or Practice plan, you can select the subscription you’d like to switch over to or upgrade and the number of Jane licenses that you require:
Note 📝: The features available on each of the plan types vary. Before making this change, take a peek at our Pricing Page. If you’re currently on a Legacy subscription plan or would like to upgrade to the Balance plan, please reach out to our support team to ensure you’re on the plan that fits your practice needs.
Once you’re ready, scroll down to the bottom of the page and click Update Subscriptions to confirm.
How to update the number of Jane licenses
The Account Owner can check their plan and Jane license count details within their Jane account.
The Account Owner can check their plan and Jane license count details in Settings > Jane Subscription.
On the Account page, scroll down to view your selected Plan and current license count.
If the count needs adjusting, you can contact us or click the Update Subscription button to edit it.
Changes to your plan or Jane license count can only be made once per day, so if you need some help with making a second change on the same day, reach out to us at [email protected].
Learn how Jane licenses are calculated in the following guide:Â Jane License Usage FAQ
Under the Plan you are subscribed to, click on the dropdown arrow beside the number of Jane licenses and adjust it as needed. Then scroll down and click Update Subscriptions to confirm.
Pro tip: Jane licenses are based on the number of booked hours for a practitioner per week. For more details on how licenses are calculated, check out our FAQ: Subscription / Jane Licenses and Jane’s Usage Report.
How to add insurance to the Practice or Thrive Plan
You can optionally add insurance features to the Practice or Thrive plans for an additional 20$ per month and $5 per Jane license.
To add insurance features to your Practice or Thrive plan, head to Settings > Jane Subscription. Scroll down, and click Update Subscription.
From here, scroll down and click Update Subscription
At the bottom of this page, you’ll check off the Insurance Billing optional add-on and click Update Subscription:
Updating your Jane account information
If your business name, clinic name, or address has changed, head to Settings > ane Subscription and click the Contact Info tab. From there, you can update your name or business address.
Note: The Jane Subscription tab will only be visible to the listed Account Owner.
From there, you’ll want to click on the Contact Info tab. This is where you can update the name or enter your new business address.
Pro tip: The email address listed for the Account Owner needs to be updated in the Account Owner’s staff profile within your Jane account.
Need to change your clinic’s name? Head to our guide on How to Change the Name of Your Clinic for the two key areas you’ll want to make sure are updated during this transition period.
How do I change the Primary Contact Information within the subscription area?
This information comes from the Account Owner’s profile. To update it, the Account Owner can go to their profile and change their email address and phone number as needed. Not sure who your Account Owner is or need to transfer ownership? Check out our guide: Account Ownership in Jane.
How can I change my Jane account web address?
To authorize the change, you’ll want to email us at [email protected] from the email address on the Account Owner’s profile and let us know the spelling that you want for your URL.
Friendly reminder, your Jane URL will be in the format of businessname.janeapp.com.
We also have a guide on How to change Your Jane Account Web Address (URL) that goes over the process in more detail.
Can I transfer ownership to someone else?
Yes! First, make sure the new Account Owner has a staff profile set up. Check out our guide on Setting up Staff if you need help with that.
Once their profile is set up, the current Account Owner can head to Settings > Staff Permissions and click the Transfer Ownership text beside the relevant staff member.
You will be asked to confirm the change. Once you click Yes, Transfer Ownership, the new person becomes the Account Owner.
Why is my Jane account on hold?
Accounts get put on hold when subscription payments are missed for two or more months. Before that happens, the Subscriptions team sends a series of emails to the listed Account Owner to flag the missed payments.
If there is a missed payment, the account owner will have a banner and a pop-up within their account notifying them to update their payment information.
Here’s a peek at what the banner looks like for the listed Account Owner:
as well as what the pop-up looks like:
A hold will prevent all staff from accessing their account and profiles until payment is made in full. When payment is made, the hold is automatically lifted.
đź’ˇA friendly reminder that if the account is on hold, the online booking site is still active. This means that clients or patients can still book, cancel or reschedule their appointments.
If you have any questions about your account being on hold, just reach out to us at [email protected]. We’re happy to help. 💙
What are the Legacy Plans prior to the April 2024 Pricing Plan Update?
Here are our Legacy Plans prior to the April 2024 pricing change.
🇨🇦 Canadian Version ⤵️
🇺🇸 US Version ⤵️