Table of Contents
Parent and Child level overview
The JRNI Parent-Child structure enables multiple accounts to be created to reflect a company’s organizational hierarchy. By implementing a hierarchy of accounts with JRNI, a company can have a Parent account with multiple subsidiary Child accounts attached.
A common example is to have a company’s HQ/Head Office sit at the Parent level, and then have one or more company locations/branches sit at the Child level. Depending on the company’s hierarchy, it’s also possible to go a level higher, and have a Grandparent level.
The Parent-Child relationship associated with your JRNI account is especially important to be aware of when creating Staff, Resources, and Services. This is because it helps determine at which level these are available and can be managed.
To check how your specific company hierarchy has been set up with JRNI, contact our Support team who will be able to provide you with your JRNI Configuration Diagram.
Staff
Staff are considered the bookable professionals at a company and can be created at any level in the hierarchy. However, it is highly recommended that staff are created at the Parent level (or at the highest level in your company's hierarchy) - read on to learn more.
Creating new staff
When creating new staff, we recommend they are created at the Parent level, so that they can be easily assigned to multiple locations if required. This is particularly useful if you have staff who work across multiple locations/branches.
Once staff are created at the Parent level, you are then able to re-assign them to (or disable them from) any Child locations as needed.
Creating staff at a Child level location will assign them to that location only, where they cannot be re-assigned higher in the hierarchy, or to other locations.
Updating and managing existing staff
Staff can be accessed and managed at any level they were created, or are assigned to. If you created a staff member at the Parent level and assigned them to multiple Child locations, they can be managed in any of those places. If they were created at a Child location, it will only be possible to access and manage them there.
Assigning (or unassigning) staff to multiple locations can only be done at the Parent level. At Child level they cannot be assigned to other locations, nor upwards in the hierarchy. It is possible to re-create staff at other locations, but it’s usually much more efficient to delete and recreate them at the Parent level instead. That way, they are available to be assigned downwards in the hierarchy.
Once staff are assigned to one or more locations, the What & Where feature can be configured at the Child level within any locations they are assigned to. What & Where allows you to define the services and resources that can be booked along with that specific staff member, at that location. This cannot be done at the Parent level.
Services
Similar to staff, the services your company offers are also bookable - they are what your customer books when making appointments, and what staff deliver as a profession.
Creating new services
As with staff, services can be created at any level in the hierarchy, but again we recommend they are created at the Parent level (or at the highest level in your company's hierarchy). This makes services easier to manage and re-assign across locations where necessary. When they are created at the Parent level, they can cascade down and become assigned to all Child level locations. At the Parent level you are able to disable them from any Child locations as required.
Updating and managing existing services
Any changes that need to be made to a service that was created at the Parent level should be managed and updated there. It’s not possible to amend a service at a Child level location if it was created at the Parent.
For any services created at the Child level, these will need to be accessed and managed at the Child level location where they were created.
Resources
Resources are considered a selection of bookable items which, typically, relate to the services offered by a company. A resource itself can differ largely depending on the industry (e.g., meeting rooms, consultation rooms, personal styling suites, etc.).
Creating new resources
Resources are created at the Child level locations of a company, due to their usually being physical in nature. Once created, in order for them to be bookable, you will need to assign them to any particular services and staff members that they can be booked in relation to.
Updating and managing existing resources
Since resources can only be created at Child level locations, they will need to be accessed and managed on a location-by-location basis, too. To enable a resource to be bookable, you will need to assign it to particular staff and services. This can be done via the Who & What tab on the resource itself.
Users
Creating users allows other people in your team or organization to access JRNI. The locations they can access, and what they can do in each of those, depends on where you create them and the role they are assigned.
Creating new users
Any JRNI user with Owner access can create new users at both the Parent and Child levels.
Creating a user at the Parent level will cascade that same access down to all Child level locations, whereas creating a user at the Child level allows you to create specific access for the same person on a location-by-location basis.
Updating and managing users
This should be done at the level the user was originally created at. If created at Parent level, access and manage them there. If created at a Child level location, access and manage them there.
Still have questions?
If you have any questions about the Parent-Child configuration, please contact JRNI Customer Support, who will be happy to help.
