Using JRNI
Appointments
Calendar overview
Creating appointment bookings
Locating bookings and customers
Blocking out time on the calendar
Rescheduling and canceling bookings
Adding attendees to existing and upcoming bookings
Changing the staff member or resource on an upcoming booking
Creating pre and post appointment questions
Using Check In for appointments
Creating and managing bookings via Call Center
Parent and Child level overview
Locations overview
Resolving conflicting shift patterns
Staff
Creating staff members
Editing and removing staff members
Creating availability for multi-location staff
Creating and managing staff availability
Services
Resources
Analytics
Analytics overview
Using the Basic Dashboard
Using the HQ Dashboard
Using the Appointment Dashboard
Using the Event Dashboard
Using the Conversion Dashboard
Using the Capacity Dashboard
Exploring the library of Dashboards and Reports
Sending, scheduling, and downloading Reports/Dashboards
Creating and modifying a Dashboard
Creating your own Reports
Setting up KPI targets and alerts
Filtering Dashboard and Report data
Using Table Calculations
Drilling down into your data
Virtual Queuing
Overview of JRNI Virtual Queuing
Setting up a virtual queue
Overview of the Concierge page
Setting up and managing a display board
Managing live queues via the Concierge page
How customers can join a live queue
Booking journeys
How to translate your content
Connectors & API
Calendar
Video
CRM
Salesforce
Guide to Salesforce Integration with JRNI
Set up the data sync
Map customers, appointments and events
Link JRNI staff to Salesforce users
Standard and Custom object mapping
Use Studio inside Salesforce
Manage user permissions and profiles
Set up a booking journey in Salesforce
Add BookingBug updates to Chatter
Integrating with Yext for JRNI Appointments
Account Settings & Administration
- All Categories
- Connectors & API
- CRM
- Salesforce
- Add BookingBug updates to Chatter
Add BookingBug updates to Chatter
Updated
by Tara
The Salesforce Chatter Feed allows users to receive updates from BookingBug in their feed. I.e. for new bookings and when bookings are updated. Some feeds need to be enabled in Salesforce in order to be able to view updates.
Chatter itself is enabled in Salesforce lightning as part of the out-of-the-box solution. However, some configuration needs to take place inside users' chatter pages to see updates.
- Inside Salesforce, go to Setup > Platform Tools > Feature Settings > Chatter > Feed Tracking. Here you can see all the Chatter objects.
- In the Contact and Event objects configuration screens, select the fields you want Salesforce to track. Make sure Enable Feed Tracking is set to true, then save.
Event updates and details of events can now be viewed on users' pages. Chatter updates are also displayed in the event itself in the Chatter tab.