Using JRNI
Appointments
Creating and managing bookings via Call Center
Personal Booking Links
Locating bookings and customers
Resolving conflicting shift patterns
Locations overview
Creating pre and post appointment questions
Changing the staff member or resource on an upcoming booking
Adding attendees to existing and upcoming bookings
Rescheduling and canceling bookings
Blocking out time on the calendar
Creating appointment bookings
Calendar overview
Parent and Child level overview
Using Check In for appointments
Staff
Editing and removing staff members
Configuring availability by method
Creating staff members
Creating and managing staff availability
Creating availability for multi-location staff
Services
Creating and editing Services
Private services
Categories
Configuring the reservation workflow
Creating service schedules
Resources
Analytics
Google Analytics - New Customer Journeys
Using the lead time dashboard
Using the Appointment Dashboard
Using the HQ Dashboard
Setting up KPI targets and alerts
Drilling down into your data
Using Table Calculations
Filtering Dashboard and Report data
Creating your own Reports
Creating and modifying a Dashboard
Sending, scheduling, and downloading Reports/Dashboards
Exploring the library of Dashboards and Reports
Using the Conversion Dashboard
Analytics overview
Using the Event Dashboard
Using the Basic Dashboard
Using the Capacity Dashboard
Booking journeys
How to deeplink into booking journeys
How to use iframes
Direct Links
*New* Journey builder
*New* Customer Journeys
Customer Journeys
Appointment automation
Queuing
Overview of the Concierge page
Setting up a virtual queue
Overview of JRNI Virtual Queuing
Setting up and managing a display board
Managing live queues via the Concierge page
How customers can join a live queue
Events
Events setup and config
Event journeys
Events Staff Experience
Events Bulk Import
*New* Event landing page builder
Branding
How to translate your content
Account Settings & Administration
Understanding user roles and permissions
How to reset or update your JRNI password
Creating and managing user access
Connectors & API
Calendar
Video
CRM
Salesforce
Guide to Salesforce Integration with JRNI
Add BookingBug updates to Chatter
Set up a booking journey in Salesforce
Manage user permissions and profiles
Use Studio inside Salesforce
Standard and Custom object mapping
Link JRNI staff to Salesforce users
Map customers, appointments and events
Set up the data sync
Integrating with Yext for JRNI Appointments
Release notes
V8.20 (October 2024)
V8.00-V8.10 (September 2024)
V7.55-V7.57 (August 2024)
V7.54 - V7.55 (July 2024)
V7.52-V7.53 (June 2024)
V7.49-V.51(May 2024)
V.7.47-V.7.48 (April 2024)
V.7.46 - V7.47 (March 2024)
V.7.45 (February 2024)
V7.42 - V.7.44 (January 2024)
V7.41.0 (Dec 14 2023)
V7.40.0 (December 11 2023)
V7.39.0 (December 1 2023)
V7.38.0 (November 20 2023)
V7.37.0 (Nov 7 2023)
V7.36.0 (Oct 30 2023)
V7.35.0 (Oct 18 2023)
V7.34.0 (Oct 13 2023)
V7.33.0 (Sep 28 2023)
V7.32.0 (Sep 28 2023)
V7.31.0 (Sep 20 2023)
V7.30.0 (Sep 20 2023)
V7.29.0 (Sep 7 2023)
V7.28.0 (Aug 29 2023)
V7.27.0 (Aug 29 2023)
V7.26.0 (Aug 20 2023)
V7.25.0 (Aug 9 2023)
V7.24.0 (Aug 9 2023)
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)
V7.1.0 (March 6 2023)
V7.2.0 (March 8 2023)
V7.0.0 (February 9 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)
Table of Contents
- All Categories
- Using JRNI
- Appointments
- Changing the staff member or resource on an upcoming booking
Changing the staff member or resource on an upcoming booking
You may need to amend the serving staff member or resource for an upcoming booking. This article will take you through the steps you will need to follow to make these changes.
Changing the staff member for an upcoming booking
You can change the staff member of an upcoming booking:
- Using the drag and drop function within the calendar view
- Through the booking profile
Changing a staff member using drag and drop
- Log into your JRNI account and select a child location.
- Navigate to Home > Calendar.
- Locate the booking you want to change the staff member for within the staff calendar view.
- Drag and drop the booking to the staff member you wish to change the booking to and a message will appear for you to confirm your change.
- Once you select Move booking the booking will immediately appear alongside the new staff member in the calendar.
Changing a staff member through the booking profile
- Log into your JRNI account and select a child location.
- Navigate to Home > Calendar.
- Find the booking you want to change the staff member for in the Staff, Resource, or Agenda tab.
- Select the booking and View booking, which will take you to the booking profile.
- In the top right corner, select Reschedule.
- Use the top right corner to select a new member of staff for your booking. Select the button next to the staff name and then select Any Staff Member or Specific Staff Member which then allows you to use the search bar. You will also have to reselect a time for your booking as staff members may not be available for the same time slot due to individual schedules.
- Once you are happy with your changes, select Move Booking and the booking profile and calendar will update automatically.
Changing the resource for an upcoming booking
Changing the resource for an upcoming booking is done in the same way as changing a staff member, through the booking profile or using the drag and drop function but this time using the Resources tab.
Changing a resource using drag and drop
Follow the same steps explained for ‘Changing a staff member using drag and drop’, but here you must use the Resources tab within the Calendar page.
From the resource tab, you can then drag and drop the booking from the current resource to the resource you wish to change it to. The same message will appear as with a staff member, asking you to confirm your change.
Once you have selected Move booking the booking will appear alongside the new resource.
Changing a resource through the booking profile
Locate the booking profile using the steps from the Changing a staff member through the booking profile section above.
The only difference is that you will use the resource drop down menu to change the resource, but you will still need to select the time again when you edit the resource through the booking profile.
Select Move Booking and the new resource will automatically appear on the booking profile and within the booking popover on the calendar.
Related articles
Still have questions?
If you have any further questions about changing staff members and resources on upcoming bookings, please contact JRNI Customer Support, who will be happy to help.