There are 5 basic steps required to get your Jane account up and running:
Set Up | Task Complete |
---|---|
Clinic Information | š„³ |
Disciplines | š„³ |
Treatments | š„³ |
Staff | āļø |
Schedule | ā |
Set Up Step 4: Staff
Now that you have finished setting up your Disciplines and Treatments, letās set up your Staff Members. Start by navigating to the Staff tab in the top menu and selecting New Staff Member in the bottom left corner.
Youāll want to set up a new Staff Profile for each staff member at your practice. This includes each practitioner, administrative staff member, bookkeeper, or anyone who you would like to have access to your account.
Watch this quick video to learn some important details on setting up staff members:
Note: Speed up or slow down the video speed using the āļø button inside the video player!
Edit the profile
Discipline Opt In! This step is very important, as itās required before you can begin setting up a practitionerās schedule. When setting up each practitioner profile, youāll need to assign the staff member to the discipline type they offer.
To do this, navigate to the Staff tab, and select a staff member on the left. Click into Edit/Settings. Under the last name field, youāll see your discipline(s) listed.Ā Just check off the applicable discipline(s) and click Save to finish.
Permissions & Commissions - When you set up your staff members for the first time, you will be able to set a base level of access in their āPermissions and Commissionsā area. Learn about the different levels of access available for staff accounts in the following guide: Staff Access Levels
Welcome Email - Once you have entered all of the staff memberās information, including their email address, you can hit Save & Send Welcome Email to create the new profile and send them the Welcome Email. If you just hit Save, no worries. In the newly created staff profile, youāll want to click the Send Welcome Email button on the right side of the profile page. Clicking this will send the staff member an email that gives them access to create a username and password specific to their staff profile within your Jane account.
Staff Profile Set Up Tip
Personalize Staff Memberās Settings: Staff profiles can be set up to reflect the unique way that each staff member wants to interact with Jane. Weāve got all the details on creating a new staff profile available in this handy guide document: Click here for a full overview of the Staff Profile Settings.
šNothing can stop you now! Youāve completed account set up Step 4. Next up, setting up the schedule.
Head on over to your account and mark step 4 as complete. Letās make our way to the finish line in Step 5.