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Reassigning Appointments (Updating All Imported Appointments At Once)


If you’d made it here, your import is complete and your appointments are listed with “Import” in front of the treatment name. Don’t worry this is totally normal.

While we do our best to match up your exported information with your Jane information, we may have information that does not line up exactly. In this case we import the appointment, and prefaced any treatments that have not been matched up with the word “Import - “.

All the data has been brought into Jane for you, now you get to tell Jane which treatments these correlate too.

There are two methods of doing this as a batch.

Option 1 - Already Created Your Treatments

If you’ve already created your list of Treatments in Jane, the next step is to match up your imported treatments with your newly created treatments. You can do this by heading to Settings > Treatments, Classes & Group Appointments and clicking the Reassign button in the top-right:

After you click Reassign, you can match up your imported treatments on the left with your Jane treatments on the right by selecting an option from the drop-down menu. You can also check the box to the right to archive the “import” treatment after it’s been re-assigned.

Once everything is matched up, scroll to the bottom of the page and select the “Change Past & Upcoming” option if you also want to update past appointments. Then click Reassign Treatments:

Option 2 - Forgot to Create your Jane Treatments

If this is a treatment that you still offer, but you forgot to create it in Jane, you can go to Settings > Treatments & Classes > and find the imported treatment. Click the Edit button to rename the treatment, assign it to the proper Discipline or Staff Member, add in pricing, and all other required fields, then hit Save to finish.

Any Questions?

We know that this is your first (and only!) time working with treatments in this way, so if you have any questions about how to match up treatments, please do not hesitate to give us a call and we’d be more than happy to walk through it with you. 1-844-310-JANE (5263).

Just like that, you are done and ready to arrive your patients.

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