There are 5 basic steps required to get your Jane account up and running:
|Set Up||Task Complete|
Set Up Step 3: Shifts
That’s right, we are now ready to set up your availability so you can start booking appointments and charting!
Jane uses shifts to communicate staff members’ availability in the administrative schedule. Of course, you’ll also have the option to enable Online Booking for your shifts so that your clients can book appointments online.
You’ll notice in our example below, Zoey does not have any shifts set up in Jane. Let’s go ahead and select the dropdown arrow to the right of the shift button, and select Manage Shifts.
Manage Shifts is the primary scheduling tool in Jane when setting up availability for the first time, and it will allow you to quickly create your weekly shift schedule across a time frame that you choose.
Watch the video below to learn about setting up shifts on your schedule:
Note: Speed up or slow down the video speed using the ⚙️ button inside the video player!
💡 If you’d like a more detailed walkthrough of Setting Up Shifts, please visit our guide document here.
If you need to create a biweekly shift schedule, or create, edit, or remove an individual shift, then we’d recommend taking a peek at this guide document here: Edit Individual Shifts
Here are a few tips to keep in mind while setting up your schedule:
Advanced Scheduling: Depending on the nuances of your schedule, you may want to use Tags to limit the availability displayed in your online booking. Or you may need Resource Booking to manage the availability of rooms or equipment necessary for your treatments.
Using some of these advanced features in Jane can have a few layers during your account set up, and we are happy to help should you have any questions before your account “goes live.”
💡 If you need to work with Rooms, Resources, or Tags, you’ll need to ensure your Advanced Scheduling is turned on first in order for these options to be available for you. A full access user can help turn that on for you by heading into Settings > Schedule Settings > Advanced Scheduling ☑️.
Be sure to contact us to let us know how we can help! :)
Look at you go! Now that you’ve set up your availability in Jane, let’s hop on over to our next step to help you customize your schedule, and that’s Online Booking.