There are 5 basic steps required to get your Jane account up and running:
|Set Up||Task Complete|
Set Up Step 3: Treatments
Now that you have let Jane know your area of practice, you can set up the different services that you offer. Under the Settings tab in the top menu, navigate to Treatments & Classes on the left.
Tax: If you charge tax on your services, you will want to head to Settings > Taxes to set up your taxes first.
In this set up document, we’ll go ahead and refer to the service a clinic offers as Treatments, but Jane lets you choose what to call yours. Hop into our Customizing Jane guide to learn more.
Note: If your clinic has chosen to call your services Sessions, this tab will say Sessions & Classes instead of Treatments & Classes - and the same if you decide to call your services something else.
To start setting up the different services you offer, click the “New Treatment” button in blue on the right. You’ll want to create a new treatment for each service you’d like to offer your patients.
Watch this quick video to learn how to set up treatments:
Note: Speed up or slow down the video speed using the ⚙️ button inside the video player!
Treatment Set Up Tips
Here are a few tips to keep in mind while completing this information:
You’ll have the option to create an Online Appointment (Telehealth) or an In-Person Appointment.
For the run down on Jane’s Online Appointments, click here.
Selecting the Staff Member
When creating a new treatment, there are two Staff Member options to select from:
- Clinic-wide Shared Treatments
- Practitioner-specific treatments, called My Treatments
Each type behaves differently on the online booking page, so you’ll want to review both before deciding how to set up your clinic. We go over all the nitty-gritty details in the video above, as well as in this guide document: Setting Up Treatments
For more information on setting up Online Appointments, click here: Setting Up Online Appointments
When creating a new treatment, Jane allows you to include a Before Booking Description, and After Booking Description. You’ll be able to Edit this treatment at anytime, so you can come back to complete the description areas later if you’d like :)
Here’s an example of how the Before Booking Description area can be used:
👏Mic drop! You’ve completed account set up Step 3! Only a few steps to go and you’ll be ready to start booking appointments.
Head on over to your account and mark step 3 as complete. Next up, Step 4.