Jane wants to make sure that the language on your clinic’s schedule actually matches the services provided.
In this Guide document, we’ll go ahead and refer to the service a clinic offers as “Treatments”, but Jane lets you choose what to call yours. Scroll down to the “Terminology” section of this Customizing Jane document for more information on how to set that up.
Now, as for actually setting up your treatments…Jane’s got more choices for you.
There are two different categories of Treatments you can set up for your clinic and therefore two different places in Jane you will go to create and modify each:
1) clinic-wide “Shared Treatments” or 2) practitioner-specific treatments, called “My Treatments”
Each type behaves differently on the online booking page, so you’ll want to review both before deciding how to set up your clinic.
1 - Shared Treatment
The first type of treatment is the discipline-wide or “Shared Treatment.” This type of treatment can be booked online when the patient wants to choose the treatment type first. (If you have no Shared treatments, then the patient would start by selecting a practitioner.)
Shared treatments are created and edited by a “Full Access” user in the “Settings” under the “Offerings” section found on the left-hand side menu.
Note: if your clinic has chosen to call your services “Sessions”, this menu will say “Sessions & Classes” instead of “Treatments & Classes” - and the same if you decide to call your services something else.
When you create a new service for your clinic, you have a choice:
a) Set up the service for a group of people as a class. To do this, use the drop-down arrow to choose the number of participants. More on that here: Classes or Group Booking
b) Or you can set up the service to be offered by an individual practitioner. That’s what we’ll do in this Guide document. Go ahead and skip the class booking drop-down option and go straight to selecting a “Discipline & Staff Member”:
Under Discipline and Staff Member, the dropdown arrow allows you to choose from the Disciplines you offer:
This type of treatment will display in Online Booking as a “Book by Treatment” option. For example, if you want to allow patients to search for the first 30-minute massage with any practitioner who offers that treatment, you would FIRST create the 30-minute massage treatment as described above in the discipline-wide “Shared” area (Settings > Offerings > Treatments & Classes) and SECOND, go back to each practitioner’s Staff Profile:
To opt them in individually:
Online, that would look like this to patients:
Note: Only those practitioners who have opted in to these “Shared Treatments” will have their schedules show up in this “Book by Treatment” portion of online booking.
On your clinic’s Schedule, each practitioner’s available appointments would then load side by side:
Whew! That was the first way to set up treatments. Let’s move on to the second.
2 - Treatment for One Practitioner
The second type of treatment you can create is specific to one practitioner and referred to as “My Treatment” under that staff member’s profile.
You can populate treatments in this area to behave uniquely for each practitioner. You can have the same treatment (i.e. a 30 minute treatment) but charge different amounts, or you can have different scheduled lengths for the same treatment (60 minutes or 75 minutes, for example).
Here’s how you create a treatment for one practitioner:
First, you need to create the treatment under your clinic settings:
Settings > Offerings > Treatments & Classes, click the “New Treatment” button:
Now assign a Discipline, and you MUST be sure to assign a staff member to the treatment:
Continuing filling in all the details you need to identify the treatment, including Length, Price, and Income Category, and then click “Create Treatment”:
To make sure the treatment was assigned properly, head to the Staff Profile you assigned the treatment to - in this example, we assigned the treatment to “Clara Weber”:
Once in the Profile, you will see the treatment under “My Treatments”:
These treatments are unique to the practitioner. They will not show up in the book by treatment option, nor can other practitioners “opt in” to these treatments. They will, however, show up in online booking under that staff member’s profile, if they’ve enabled online booking, like this: