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
- Calendar
- Exchange
- Test the connection
Test the connection
Updated
by Tara
Test the connection between JRNI and Exchange by triggering a test email from Studio.
- Log into your JRNI account at the Parent level (e.g https://customer.jrni.com/studio#)
- Go to Settings > Integrations > Exchange
- Click Test email
- Add an email address and click Test to validate if it’s mapped correctly to the Exchange user
Test
Explanation
<Exchange connection parameters are valid
Check if connection is valid
Permission to access calendar folder
Check if user has access to the folder
Permission to subscribe to streaming notifications
Check if user can subscribe to streaming notifications
Permission to un-subscribe to streaming notifications
Check if user can un-subscribe to streaming notifications
Create Calendar item
Check if a slot can be created in exchange
Find Calendar item
Check if a slot can be found in exchange
Update Calendar item
Check if a slot can be updated in exchange
Delete Calendar item
Check if a slot can be deleted in exchange