Jane's Guide

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

Packages & Memberships

Setting up a Package

📣 Please note that Packages are a part of our Thrive Plan. For more info on the different plan options in Jane, check out our Pricing Page.
Package & Membership Reports

Now that you’ve gotten all of your packages and memberships set up, you may be interested in learning more about which passes have been selling well, which are on the brink of expiry, which types of services are redeemed most often or even just a list of which patients have passes.
Selling, Redeeming and Refunding a Package

With a brand new package created and at your disposal, it looks like you’re just about ready to start learning more about how to use these packages out in the wild. This guide will go over some of the main functions and aspects of working with Packages, including: selling and redeeming a package;...
Working with Package & Membership Receipts

This guide will cover the information that is displayed on patient receipts depending on the payment model that has been set up for your package or membership (pass).
Understanding Package & Membership Compensation

While packages and memberships are appealing to patients as they often receive a discounted rate for purchasing sessions in advance, we also want to make sure that packages are equally as beneficial for your providers. This guide will review how staff compensation works alongside Jane’s packages ...
Packages FAQs

This guide is a compilation of some of the most frequently asked questions about Jane’s Packages feature. If you haven’t seen them already, we have a handful of packages guides on several topics:
Setting up a Membership

📣 If you’re not able to see the Packages & Memberships option within the Settings tab, you’ll want to check the subscription plan your clinic is on. This feature is currently only available on our Thrive Plan. For more info on the different plan options in Jane, check out our Pricing Page.
Selling a Membership

So, you’ve done the legwork, and now it’s time for the fun part! Selling a Membership. To initiate the Membership Sale process, head over to a client’s Profile > Billing > Packages & Memberships section.
Deleting and Cancelling Memberships

In this guide, we’ll go over the difference between deleting and cancelling a membership as well as how to perform these actions within Jane.
Memberships FAQ

This guide is a compilation of some of the most frequently asked questions about Jane’s Memberships feature. If you haven’t seen them already, we have a handful of Memberships guides on several topics, before looking at these FAQ’s:
Redeeming or Refunding Memberships

When booking a new appointment for the patient, if the treatment type selected falls under the eligible items for the membership they have purchased, a new Membership section will appear.
How to Redeem a Past Treatment under a Package

Sometimes a patient may decide to purchase a package in the middle of a series of appointments. Wondering how you can apply that package to their past appointments? Don’t worry, we’ve got you covered!
Packages on a Payment Plan
Sometimes you may want to provide patients the option to pay for their Package in installments. This allows you to collect payments over time, rather than requiring the full amount upfront.
Insurance Friendly Packages

📣 Please note that Packages are a part of our Thrive Plan. For more info on the different plan options in Jane, check out our Pricing Page.
Packages & Memberships Hub

Packages and memberships in Jane can help you support your clients, and stay on top of billing with less back and forth. This guide walks you through how to set them up, manage them, and make the most of these tools.