New Feature Update: Credit Card Expiry + Intake Form Summary Fields for Jane App Users
Title: New Feature Update: Credit Card Expiry and Intake Form Summary Fields for Jane App Users
Introduction
In an ever-evolving digital landscape, staying on top of new technological advancements is crucial for businesses to maintain a competitive edge. If you are a small to medium-sized business owner, service provider, CRM user, coach, or consultant, understanding recent updates in tools like Jane App can significantly impact your workflow and efficiency. We are excited to announce the latest feature update in the GHL + Jane integration that promises to enhance your experience and streamline your operations.
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Introducing Two New Custom Fields
For Jane App users actively integrating with GHL (Go HighLevel), we have rolled out two new custom fields: Credit Card Expiry and Intake Form Summary. These additions are designed to simplify and automate some of the tasks that can be time-consuming and tedious for service providers and CRM users.
1. Credit Card Expiry Management
Managing client payment details can become cumbersome without efficient tools. The new Credit Card Expiry field automates the process of tracking and managing expiration dates, minimizing manual input and reducing the risk of service disruptions. This feature will ensure that your billing processes are streamlined, allowing you to focus on what matters most—providing excellent service to your clients.
2. Intake Form Summary
Gathering insights from clients’ intake forms is invaluable for tailoring services that meet individual needs. The Intake Form Summary field allows you to efficiently summarize and review key client information, ensuring that nothing gets overlooked. This handy feature helps coaches, consultants, and service providers maintain a personalized approach, fostering stronger client relationships and improving overall service delivery.
Conclusion
The integration of these new features in your Jane App is a testament to our commitment to enhancing the business tools at your disposal. By addressing the needs of our users, we hope to foster an environment where you can execute your business strategies with more precision and less stress.
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