Jane's Guide Here's all the help you need to use Jane.

Save credit card information on a client’s profile

For those using Jane Payments, you can safely and securely store clients’ credit card information on their profile. Start by heading to the client’s profile > Billing > Credit Cards > Add Credit Card.

From here, you enter the client’s credit card information, add a Nickname, and assign a colour. Credit cards can be manually entered in Jane, or some clinics use a USB swiper to auto-populate some of the card details to save a bit of time.

The nickname is helpful when credit cards are shared amongst family members, for example, using ‘Dad’s card’ for a minor.

Finally, hit Save and the credit card will be available for future use!

If you have any questions or need a hand, feel free to reach out to our support team at [email protected].

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