Using JRNI
Appointments
Creating and managing bookings via Call Center
Personal Booking Links
Locating bookings and customers
Resolving conflicting shift patterns
Locations overview
Creating pre and post appointment questions
Changing the staff member or resource on an upcoming booking
Adding attendees to existing and upcoming bookings
Rescheduling and canceling bookings
Blocking out time on the calendar
Creating appointment bookings
Calendar overview
Parent and Child level overview
Using Check In for appointments
Staff
Editing and removing staff members
Configuring availability by method
Creating staff members
Creating and managing staff availability
Creating availability for multi-location staff
Services
Creating and editing Services
Private services
Categories
Configuring the reservation workflow
Creating service schedules
Resources
Analytics
Google Analytics - New Customer Journeys
Using the lead time dashboard
Using the Appointment Dashboard
Using the HQ Dashboard
Setting up KPI targets and alerts
Drilling down into your data
Using Table Calculations
Filtering Dashboard and Report data
Creating your own Reports
Creating and modifying a Dashboard
Sending, scheduling, and downloading Reports/Dashboards
Exploring the library of Dashboards and Reports
Using the Conversion Dashboard
Analytics overview
Using the Event Dashboard
Using the Basic Dashboard
Using the Capacity Dashboard
Booking journeys
How to deeplink into booking journeys
How to use iframes
Direct Links
*New* Journey builder
*New* Customer Journeys
Customer Journeys
Appointment automation
Virtual Queuing
Overview of the Concierge page
Setting up a virtual queue
How customers can join a live queue
Overview of JRNI Virtual Queuing
Managing live queues via the Concierge page
Setting up and managing a display board
Events
Event journeys
Events Staff Experience
Events Bulk Import
Events setup and config
*New* Event landing page builder
Branding
How to translate your content
Account Settings & Administration
Understanding user roles and permissions
How to reset or update your JRNI password
Creating and managing user access
Connectors & API
Calendar
Video
CRM
Salesforce
Guide to Salesforce Integration with JRNI
Add BookingBug updates to Chatter
Set up a booking journey in Salesforce
Manage user permissions and profiles
Use Studio inside Salesforce
Standard and Custom object mapping
Link JRNI staff to Salesforce users
Map customers, appointments and events
Set up the data sync
Integrating with Yext for JRNI Appointments
Release notes
V8.00-V8.10 (September 2024)
V7.55-V7.57 (August 2024)
V7.54 - V7.55 (July 2024)
V7.52-V7.53 (June 2024)
V7.49-V.51(May 2024)
V.7.47-V.7.48 (April 2024)
V.7.46 - V7.47 (March 2024)
V.7.45 (February 2024)
V7.42 - V.7.44 (January 2024)
V7.41.0 (Dec 14 2023)
V7.40.0 (December 11 2023)
V7.39.0 (December 1 2023)
V7.38.0 (November 20 2023)
V7.37.0 (Nov 7 2023)
V7.36.0 (Oct 30 2023)
V7.35.0 (Oct 18 2023)
V7.34.0 (Oct 13 2023)
V7.33.0 (Sep 28 2023)
V7.32.0 (Sep 28 2023)
V7.31.0 (Sep 20 2023)
V7.30.0 (Sep 20 2023)
V7.29.0 (Sep 7 2023)
V7.28.0 (Aug 29 2023)
V7.27.0 (Aug 29 2023)
V7.26.0 (Aug 20 2023)
V7.25.0 (Aug 9 2023)
V7.24.0 (Aug 9 2023)
V7.23.0 (July 31 2023)
V7.22.0 (July 24 2023)
V7.21.0 (July 18 2023)
V7.20.0 (July 5 2023)
V7.19.0 (June 29 2023)
V7.18.0 (June 26 2023)
V7.17.0 (June 14 2023)
V7.1.0 (March 6 2023)
V7.2.0 (March 8 2023)
V7.0.0 (February 9 2023)
V7.16.0 (June 8 2023)
V7.15.0 (June 1 2023)
V7.14.0 (June 7 2022)
V7.11.0 (April 24 2023)
V7.10.0 (April 20 2023)
V7.9.0 (April 12 2023)
V7.8.0 (April 5 2023)
V7.7.0 (March 30 2023)
V7.6.0 (March 29 2023)
V7.5.1 (March 20 2023)
V7.5.0 (March 16 2023)
V7.4.0 (March 11 2023)
V7.3.0 (March 9 2023)
Table of Contents
- All Categories
- Using JRNI
- Appointments
- Locating bookings and customers
Locating bookings and customers
Whether you need to view/manage a customer or a particular booking, learn how to quickly and easily find what you need in your JRNI account.
Locating a customer
- Navigate to Your Business > Customers.
- Use the search bar to search for an existing customer to view their customer details and any associated bookings.
Search bar
Use the global search bar from the top menu to search by customer name, email address, phone number, or customer reference number.
Customer page
Navigate to Your Business on the left-hand menu and select Customers to see a full list of customers. Use the customer search bar to filter by name or email address.
Customer Profile
The customer profile displays all the information stored about the customer, including any associated bookings. From here, you can also edit and update the customer’s details, add them to any existing queues you may have, or create a new booking on their behalf.
Navigate to Your Business > Customers and select a customer from your list.
- Details: displays any contact information stored about the customer. Scroll down and click the Edit button to update their details, or use the Delete button to erase the customer.
- Bookings: displays any Upcoming, Past or Cancelled bookings associated with the customer. Click onto one of the bookings to open the Booking Profile.
- Audit: displays a record of changes made to the customer’s details, and any emails sent to the customer.
Locating a booking
Depending on your user permissions, there are various ways to locate any (or your own) bookings and view the associated Booking Profile.
Search bar
Use the global search bar from the top menu to search by customer name, email address, phone number, customer reference number, or booking reference number.
If you search using customer details, you will land on the Customer Profile. Click the Bookings tab to locate any Upcoming, Past, or Cancelled bookings.
If you search using the booking reference number, you will be taken directly to the Booking Profile where you can review/manage all the booking details.
Calendar
Use the calendar to locate a booking by navigating to the known booking date, or by using the search bar to filter by a staff member associated with the booking. Alternatively, click the Agenda tab to view a list of bookings by day, week, or month. Click onto any booking to open the Booking Profile.
Booking Profile
The Booking Profile page displays all the information related to the booking and allows you to take key booking actions:
- Booking: displays an overview of the booking.
- Basic info: displays basic booking information, such as: when and where the booking will take place, which service and staff member are booked.
- Booking Questions: view answers to any questions that the customer was asked at the time of the booking.
- Outcomes: complete/view answers to any questions related to the outcome of the booking, once completed.
- Attendees: view attendees or add more staff/customers to the booking.
- Notes: view/add any notes to the booking.
- Timeline: view any emails sent the customer, including any changes made to the customer’s profile.
- Video Call: if the booking is intended to be delivered remotely it can be joined by the staff member on this page, by clicking Begin Appointment.
- Reschedule: use this button to reschedule the booking.
- Cancel: use this button to cancel the booking.
Still have questions?
If you have any further questions about locating customers and their bookings, please contact JRNI Customer Support, who will be happy to help.