Staff Portal
Internal tools

Everything your team needs,
in one place

Your daily workflow guides and AI tools for patient follow-up, rebooking, and email sequences — bookmarked once, used every day.

Your three tools
🗓
Layer 1 · Jane App
Return Visit Reminders Guide

Step-by-step instructions for setting up automated patient reminders at checkout — for every treatment we offer.

Botox — 90-day cycle
RF Microneedling — series of 3
CO₂ Laser — annual + 3-month check
Rosacea Laser, Laser Genesis, Fillers
Open guide → Admin · Jane
✉
Layer 2 · Mailchimp
Email Sequences Setup Guide

How to connect Jane to Mailchimp, build treatment segments, and launch automated email journeys for every treatment.

Connect Jane → Mailchimp
Create segments by treatment tag
Build Customer Journeys
Template for any future treatment
Open guide → Admin · Mailchimp
✦
Layer 3 · AI Tool · Opens in Claude.ai
Email Sequence Generator

Opens in Claude.ai. Log in, open the Elements Email Generator artifact, select a treatment and add-ons — the AI writes the full sequence ready to paste into Mailchimp or Gmail.

All 8 treatments + add-ons
Skincare recommendations built in
Save & reuse templates (per device)
Copy to Mailchimp or Gmail
Staff note: Requires a Claude.ai login. Ask Dr. Mehta for the team account details.
Open generator → AI-powered · Claude.ai
End-of-appointment checkout checklist
Jane App
Patient checked out in Jane
Treatment tag added to patient profile
Return Visit Reminder set (dates confirmed)
Next session confirmed verbally with patient
Email Follow-up
Email sequence generated (if same-day needed)
Emails pasted into Mailchimp journey or Gmail draft
Skincare products recommended & noted
Clinical Notes
Product used noted in chart (filler type, area)
Return interval confirmed with Dr. Mehta
Any patient concerns noted in Jane chart
Quick reference — reminder intervals
All treatments at a glance Set these in Jane at every checkout
Treatment Jane tag Next visit Reminder sends Emails
Botox botox 90 days Day 75 3 emails
RF Microneedling rf-microneedling 42 days (series) Day 35 each 4 emails
CO₂ Laser co2-laser 365 days Day 330 4 emails
Rosacea Laser rosacea-laser 60 days Day 45 3 emails
Laser Genesis laser-genesis 30 days (series) Day 21 each 5 emails
Dermal Fillers (HA) dermal-fillers 270 days Day 240 3 emails
Radiesse radiesse 365 days Day 335 3 emails
Sculptra sculptra 42 days (series) Day 35 each 4 emails