Jane App Automation Use Cases
Walkthroughs and videos showing the Jane App and Gohighlevel sync in practice: reschedule notifications, no-show follow-ups, thank-you messages and post-appointment follow-ups.
The examples here are the automations Jane clinics run most: reminders before the appointment, recovery messages after a no-show or late cancellation, recalls for treatment plans that need a follow-up visit, and review requests once a visit is complete.
All of them share one structure - an event from the Jane diary starts the workflow, a condition or wait shapes the timing, and the message pulls its detail from the appointment custom fields - so the second automation takes a fraction of the time the first did.
Begin with reminders and no-show recovery: they run on events that already occur every week, so the effect on the diary is visible quickly.
Reminders and confirmations
The sequence Jane clinics build first: confirm at booking, remind a day or two before, and send a short message on the morning of the visit, each one naming the practitioner, treatment, time and location from the synced fields. Reschedules update the sequence and cancellations end it, because both arrive as diary events.
Recovering no-shows and late cancellations
A slot released at short notice is worth refilling the same day. A brief message offering the next open times, sent shortly after the diary records the cancellation or no-show, recovers a useful share of those appointments without reception having to chase anyone.
Recalls and reviews
Recalls wait a defined interval after a completed treatment of a particular type, then invite the patient to rebook - which is how treatment plans get finished rather than abandoned halfway. Review requests go out once a visit is marked complete, while the experience is recent.
Every example follows the same structure: a Jane diary event starts the workflow, a wait or condition shapes the timing, and the message draws its detail from the appointment custom fields. Build reminders and no-show recovery first; they act on events that already happen every week.
How to read these examples
Every example follows the same three-part shape: something happens in Jane App or Gohighlevel, a timing rule or condition decides whether to act, and a message is built from appointment fields. Once you have built one, the rest are variations - which is why clinics who start with a single reminder usually have five or six sequences running within a fortnight.
The fields available to your messages are the ones imported during setup: practitioner, treatment, location, date, time and status among them. If a merge tag comes through empty, the field was not imported before that appointment was created rather than the automation being wrong.
Which examples to build first
Start with appointment reminders. They reduce no-shows immediately, they only depend on data the sync already provides, and they are easy to verify against your own phone. Add no-show recovery next: a marked no-show in Jane App triggers a short sequence offering the next available times, which recovers visits that otherwise quietly disappear.
After those, treatment plan recalls and post-visit review requests are the highest-value builds. Recalls bring back patients whose course of care lapsed, and review requests sent shortly after a completed appointment reliably outperform ones sent days later.
Testing an example safely
Build against a test patient with your own mobile number and shorten the timing while you test - a reminder set to send twenty-four hours ahead is hard to verify, so run it at fifteen minutes first and change it back afterwards. Create the appointment, watch the contact and its fields land in Gohighlevel, then confirm the message content is what you intended before enabling it for real patients.