A smooth online booking experience can go a long way in bringing new clients to your clinic. That’s why we’ve put together this short and sweet guide, filled with handy tips to help you create a seamless process for your new clients. Let’s dive in! 🤿
Reducing the Number of Profile Fields That Are Required At Sign Up
Did you know you can customize the client sign-up form to fit your clinic’s needs?
As a Full Access user, simply visit your Settings > Client Form Fields to choose the required fields for clients during sign-up. This way, you’ll capture only the essential information, making the process smoother for everyone.
Customizing the sign-up form is as easy as checking the boxes you’d like to Include in Client Sign Up and optionally make Required for certain fields.
Head to our Customizable Client Sign Up Form guide to learn more about this setting.
Categorizing Your Online Booking Site with Disciplines
Disciplines aren’t just for traditional disciplines—they’re a fantastic way to organize your Online Booking Site and make life easier for clients. In Jane, Disciplines are super customizable, so you can tailor them to suit your clinic’s unique needs.
To manage your Disciplines, as a Full Access user you can head to Settings > Disciplines to create a New Discipline or use the dual arrow to rearrange the order that your Disciplines appear on your Online Booking Site.
Want to see Disciplines in action? Take a peek at how we’ve sorted our Medical Aesthetic services into different Disciplines, making our Online Booking Site a breeze to navigate 🤩
Sending New Clients a Direct Link to Book Their Initial Visit
Got some clients who aren’t the most tech-savvy? With Jane’s Online Booking Sites, you can grab direct links to specific appointment types, such as initial appointments, to share directly with clients who are less familiar with technology.
To get that direct link, just visit your Online Booking Site and find the appointment you’d like to share the schedule for. Then, copy the URL from your browser’s search bar. Easy as that! This unique URL will take clients straight to the appointment schedule you want to share, no searching is required on their end.
🔥 Hot tip! Use those unique URLs on your Online Booking Site to send existing clients straight to the perfect spot too. For example, share a direct link to your Botox appointments in a newsletter promoting a sweet deal on your Botox services, or have your practitioners share direct links to their schedules on their social media. Customize, personalize, and make booking a breeze!
Interested in changing your clinic’s URL? Check out our How to Change (and Find!) Your Online Booking Website Address (URL) guide.
We’ve reached the end of our dive into creating a seamless online booking experience for new clients. With these handy tips in your toolkit, you’re ready to make the booking experience a breeze for your clients. Happy booking, and may your client list grow ever longer! 🌊