Jane's Guide

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


Switching to Jane Payments: Patient message templates

  2. Switching to Jane Payments: Patient message templates

    3. 3 min read

SMS & Email Pay Balance Reminder

Where to add:

  • SMS: copy & paste, or set up a shortcut, and use it on the patient profile > pay balance text reminder
  • Emails: Settings > Language > Pay Balance Email Message

Sample language: We’ve updated our payment system! Please update your card using the link and pay any outstanding balances. Your card will be saved securely for next time.

Note: SMS allows for a maximum of 160 characters. The above sample is 154 characters, so be mindful of making any lengthy changes!

Online Booking Site Banner

Where to add:

  • Settings > Language > Notice/ Message on Online Booking Pages

Sample Language: We’re upgrading our payment system! When confirming your booking, you’ll see one extra screen to securely re-enter your card details. This is a quick, one-time update. Thanks for helping us make your visit smoother.

Email Language

Where to add:

  • Settings > Language > Reminder Email: Details
  • Settings > Language > Thanks for Booking Email: Details

Sample Language: A Quick Payment Update: Our clinic is switching to a new payment processor to make things easier for you and to add a few helpful features behind the scenes. As part of this change, we will need to collect your card details again the next time you book an appointment, fill out a form, or log in to your account. It is a quick, one-time update that helps keep everything running smoothly.

If you have any questions, just reply to this email. Thanks so much for your understanding and support while we make this change.

Intake Form Collection

Where to add:

  • Settings > Forms & Surveys > View Forms > Edit > Credit Cards

Sample Language: Our clinic is moving to a new payment processor, which means we need to re-collect your card details. We know you have likely done this previously, so we appreciate you taking a moment to update it with us. Having a card on file helps us offer simple, contactless payments and spend more time with you during your visit instead of processing payment afterward.

If you’d like some support, you can book a call with our team here💙