Welcome to Jane!
Of course, we’re very excited that you’re running with Jane and hopefully you are too! But we know that you want to get started, and you might be wondering what you should be doing to get Jane configured for you. Here’s a list of the first setup tasks that you’ll need to complete so you can begin booking appointments.
On your mark…get set…go!
There are 5 basic steps that are required to get your Jane account up and running:
|Set Up||Task Complete|
Set Up Step 1: Clinic Information
Get started with your new Jane account by entering some basic information about your clinic.
Begin by navigating to the Settings tab in the top menu, and then click into Clinic Info & Locations on the left.
This area is where you can enter all the basic information about your practice.
Watch the video below for an overview of this area:
Clinic Info & Locations Set Up Tips
Here are a few tips to keep in mind while completing this information:
Website: This field is going to allow the logo on your online booking site to link back to your business website. You can see an example of how this works in the video above.
Time Zone: Ensure the Time Zone is accurate to your location!
Locations: At the bottom of the page, you will find a list of your locations. Review your clinic location details by clicking the Edit button.
The email address listed under your primary location is the email address Jane uses as the “reply to” address for all emails sent out through Jane. For example, if a patient replies back to an appointment reminder email notification, this is the email address the reply will send to.
At the bottom of the page, set your location map:
Ensure that the address entered under the map is correct and click Search to bring up the correct map. You can then drag and drop the red pin so that it is reflecting the accurate location.
Make sure to scroll to the bottom of the page and hit Update Location to save the changes.
👏Right on! You’ve completed account set up Step 1!
Head on over to your account and mark step 1 as complete. Next up, Step 2.