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
Personal Booking Links
Resolving conflicting shift patterns
Creating staff members
Editing and removing staff members
Creating availability for multi-location staff
Creating and managing staff availability
Configuring availability by method
Creating and editing Services
Configuring the reservation workflow
Creating service schedules
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
Google Analytics - New Customer Journeys
Using the lead time dashboard
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
How to translate your content
Account Settings & Administration
How to reset or update your JRNI password
Understanding user roles and permissions
Creating and managing user access
Connectors & API
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
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Updated by Ibrahim Lambat
What is a personal booking link?
A personal booking link is a unique link generated for each staff member that allows them to share their availability with clients. By sharing the link, the customer/ or client can easily book an appointment with the staff member. The personal booking link can be accessed through the JRNI platform by navigating to the staff profile page.
The personal booking link is a convenient and time-saving feature that enables staff members to manage their appointment efficiently, while also providing a seamless booking experience for the client. By sharing the personal booking link, staff members can eliminate the need for customers to call or email to schedule appointments specifically with them, making it easier for both parties to manage their time effectively.
Overall, the personal booking link is a valuable tool that can help staff members streamline their booking process and improve their overall productivity, while also providing a better customer experience for your clients.
How to access the personal booking link?
Follow the steps below to access the personal booking link:
- Login to your JRNI account.
- From the left-hand menu, select Your Business > Staff.
- Click the staff member’s name to load the Staff Profile.
- Under the details tab, you will see the personal booking link for the staff. You can copy the link to the clipboard and share this with your client.
To reschedule an appointment, the customer simply needs to click the rescheduling link in their confirmation email or booking reminder. This will take them to the rescheduling page, where they can select a new timeslot that works for them. The available time slots on this page will be limited to the availability of the staff member they booked with originally.
Deactivating a personal booking link
If a staff member leaves the business and their user account is either disabled in the staff profile or is deleted, then their booking link will also be deactivated. This means that if a client tries to access the link for a deactivated staff member, they cannot book an appointment with them.
Instead, they will be redirected to a landing page that indicates that the staff member is no longer available for bookings. The landing page will include a booking button that customers can click on to proceed to the general customer journey, where they will be able to book an appointment with any member of staff.
How to enable it
Please speak to your Customer Success Manager who can support you with enabling this feature.