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
Analytics overview
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
Using the Event Dashboard
Using the Basic Dashboard
Using the Capacity Dashboard
Booking journeys
Multi Service Journeys (Appointments)
How to use iframes
How to deeplink into booking journeys
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
V8.6 - V8.7 (January 2025)
V8.30 -V8.40 (November 2024)
V8.50 (December 2024)
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
- Resources
- Creating resources
Creating resources
JRNI resources are bookable items that go hand-in-hand with services and staff. Resource types can vary largely depending on the industry or company, but they commonly accompany (or aid the delivery of) the services a company offers, such as: meeting rooms, styling suites, or equipment. Once added, you can set up their availability and determine which services or staff they can be booked with.
Creating resources
- Log into a location for your JRNI account.
- Navigate to the left-hand menu and click Your Business > Resources.
- Click the Create new resource button from the top right corner.
- The resource creation form will appear for you to complete the following, as required:
- Name: the name of the resource (e.g., “Meeting Room 1”).
- Description: a description of the resource.
- Email: the email address that should receive a notification when the resource is booked.
- Disabled: tick this to disable the resource from being bookable by customers until manually re-enabled.
- Order: order the resource should appear when listed with other resources.
- Group: assign any pre-configured group to help visually categorize resources on the calendar. Visit the section below on Creating resource groups to learn more.
- Never mark as booked: tick this to enable the resource to continuously appear available regardless of any bookings / conflicts.
- iCal link: URL to alternate calendar, if configured.
- Address (line 1, 2, 3, 4, 5): the physical address of the resource.
- Postcode (ZIP code): the postal or ZIP code for the resource address.
- Country: the country the resource address is located.
- Click Save when complete.
Assigning staff and services to a resource
In order for a resource to be bookable, it must have staff and services assigned to it. This can be done via the Who & What tab on the resource profile. For most JRNI configurations this is assigned automatically upon resource creation; however, we recommend you check the assignment, and amend where required, using the steps below:
- From the left-hand menu click Your Business > Resources.
- Click onto the resource to open up the resource profile.
- Navigate to the Who & What tab:
- Use the Who tab to tick/untick the available staff members.
- Use the What tab to tick/untick the available services.
- Click Save upon editing each.
Creating resource groups
Resource groups can be created should you wish to categorize a large number of resources, making them easy for staff to visualize and locate on the calendar.
To create a new resource group, navigate to Your Business > Resources > Groups and click the + Create new button. Enter a name to reference the new group and a description, as required.
Once a resource group has been created, a new or existing resource can be added to the group. Navigate to the Resources tab, click onto any resource, and click the Edit button. Locate and use the Group dropdown to assign the resource to a group.
Resource mapping for Exchange
If you are using the Microsoft Exchange integration each resource can be synced to a desired Exchange email address. You may have have this in place already for existing resources and are looking to add new ones, or you may be looking to map resources and Exchange for the first time. Either way, when creating new resources in JRNI Studio, the additional step of mapping to Exchange will need to be done manually for each resource.
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Still have questions?
If you have any further questions about creating resources (or enabling them on your JRNI account), please contact JRNI Customer Support, who will be happy to help.