Step 4: Staff

There are 5 basic steps required to get your Jane account up and running:

Set Up	Task Complete
Clinic Information	🥳
Disciplines	🥳
Treatments	🥳
Staff	✍️
Schedule	☐

Set Up Step 4: Staff

Now that you have finished setting up your Disciplines and Treatments, let’s 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.

You’ll 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 ⚙️ button inside the video player!

Edit the profile

Discipline Opt In! This step is very important, as it’s required before you can begin setting up a practitioner’s schedule. When setting up each practitioner profile, you’ll 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, you’ll see your discipline(s) listed. 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 “Permissions and Commissions” 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 member’s 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, you’ll 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 Member’s Settings: Staff profiles can be set up to reflect the unique way that each staff member wants to interact with Jane. We’ve 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.

👏Nothing can stop you now! You’ve completed account set up Step 4. Next up, setting up the schedule.

Head on over to your account and mark step 4 as complete. Let’s make our way to the finish line in Step 5.