You can’t delete a location in Jane, but archiving it will remove it from view. Before doing so, you’ll need to remove all future appointments from the schedule.

When you archive a location, it won’t appear on your account anymore, but all of your details will be saved, so you can always bring them back if you need to.

Moving Appointments

Moving appointments from one location to another ensures that all patients who have booked in with your clinic will not have to be cancelled and then rescheduled.

To move an appointment, head to the Schedule tab and select the appointment you are looking to change:

Next, click the Move button from the Appointment panel. You will get a pop-up message confirming the appointment can now be moved from its original spot to a new location and even a different practitioner.

Please note, the Move button does not book a second appointment. This feature can only change when and where the appointment will reside in your Schedule:

You may now switch locations on your Schedule to move the appointment to the correct location. Press L on your keyboard to cycle through the locations in your Schedule or click on either the Location drop-down menu on the left panel or the Location name in the upper right corner of the screen to choose the new location for the appointment:

After you have selected the location, you may now simply click into the Schedule where you would like the appointment to be booked and confirm your action:

You may choose to have Jane notify the patient of this change at that moment.

Pro-tip💡: If you’re having trouble finding stray appointments booked in the future, you can use the Appointments report. You’ll just want to make sure that this report is filtered to a date range in the future.

Archiving the Location

Alright, now that we have cleared the schedule, we can now remove the location.

Along the top blue bar, click Settings, select Locations from the left panel, and hit the Edit button on the right side for the location you are retiring:

At the bottom of the page, click the Archive Location button:

If you receive any message about Jane being unable to archive the location, this would indicate there are remaining appointments that need to be addressed.

Note📝 If you need to view your archived location, you can head over to your Settings tab > Locations > the Active drop-down > Archived.*