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
Personal Booking Links
Resolving conflicting shift patterns
Staff
Creating staff members
Editing and removing staff members
Creating availability for multi-location staff
Creating and managing staff availability
Configuring availability by method
Services
Creating and editing Services
Configuring the reservation workflow
Categories
Creating service schedules
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
Google Analytics - New Customer Journeys
Using the lead time dashboard
Booking journeys
Appointment automation
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
Events
Branding
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
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
Release notes
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)
V7.16.0 (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)
V7.2.0 (March 8 2023)
V7.1.0 (March 6 2023)
V7.0.0 (February 9 2023)
Table of Contents
- All Categories
- Using JRNI
- Analytics
- Analytics overview
Analytics overview
Updated
by Tara
JRNI Analytics is the best way to get the most value out of your data. It doesn’t just show you the numbers, it gives you the tools you need to understand what your data means and how you can use it to create better experiences, improve customer loyalty, and increase customer conversions.
With JRNI Analytics you can:
- Focus on the right things with a library of preconfigured reports (Looks) and visualizations that tell you exactly what you need to know
- Identify trends in your business by comparing data against time periods to find patterns that will guide your decisions
- Improve customer experience by using key metrics to understand how you can make CX even better than it is already
Analytics Basic
JRNI Analytics Basic gives you a snapshot of key metrics for your business. Explore real-time data through an overview dashboard, reports, visualizations, and access to predefined CSV extracts.
- Basic Dashboard: explore real-time visualizations of key business data
- CSV reports: customize, view and download raw business data using predefined reports.
Analytics Essentials
JRNI Analytics Essentials provides extensive out-of-the-box dashboards and reports to help you get the most value out of your data. Analytics Essentials provides dashboards based on the users' allocated access to specific data within the company.
- HQ Dashboard: track performance over time and compare your various regions/locations/branches.
- Appointment Dashboard: understand the performance of appointments in a specific region/location.
- Event Dashboard: understand the performance of events in a specific region/location.
- Conversion Dashboard: track the conversion and revenue of appointments.
Analytics Plus
JRNI Analytics Plus provides extensive out-of-the-box dashboards and reports, as well as the power to create your own completely custom dashboards and reports.
- Out-of-the-box dashboards (HQ, Appointment, Event, Conversion)
- Create custom reports
- Create/modify dashboards
Still have questions?
To learn more, check out our article Getting started with JRNI Analytics: 4 tips for success.
If you have any questions about accessing any of the Analytics offerings above, please contact JRNI Customer Support, who will be happy to help.