Jane Guide.

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


Adding Staff Shifts

To create shifts on the schedule, first create a Staff Profile under the “Staff” tab. See setting up staff for tips. 

Go to the Schedule tab.

Select the staff member you’d like to add shifts for on the staff menu on the left side.

Select the Week view at the bottom to see the whole week.

Depress the Shifts button at the top right hand of the schedule so that it turns orange.

Choose the day you want to create a shift for, and click and drag an approximate shift. Don’t worry about being exact because an Edit Shift box will open as soon as you let go. 

If you want to have a set break, you can create multiple shifts in a day. You can also create multiple shifts to control which spots show as available to online booking. 

You can also click on any existing shift in the schedule to pop open the Edit Shift pane.

Set the boundaries of the shift - Remember to add extra time to the end of your shift if you’re using a “buffer” between appointments.  For example, if you’re booking a 60 minute appointment, but have the appointment set to 75 minutes, you would want to end your shift 15 minutes later to accommodate this 15 minute buffer at the end of your appointment. Also remember that shifts are created on a per day basis so you will need to set up shifts for each day of the week that you will be working.

Repeat for as long as you like. Remember to select an end date with the date picker to activate the repeat function. You can always delete or change a single shift later on without affecting the entire series.

Next, assign a room to a shift if applicable. Click here to learn more about room scheduling.

Lastly decide the online booking behaviour in the “Booking Options” section and assign any applicable Tags to the shift.

When you’re finished, click Save and hit the Shifts button at the top right of the page to return to the regular Schedule mode.

Removing Shifts

To remove any unwanted shift, ensure that the Shifts button at the top right is depressed.

Click on the shift in the schedule.

At the bottom of the Edit Shift pane, there will be a Delete button at the bottom. Click it :)

If the shift is part of a repeating series, you can choose to delete this one shift or all shifts in the series.