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
Creating your own Reports
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 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
Business info
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
V8.10 - V8.11 (March 2025)
V8.8 - V.8.9 (February 2025)
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
- Analytics
- Using the HQ Dashboard
Using the HQ Dashboard
The HQ Dashboard shows performance over time and allows you to compare your various regions/locations/branches. In turn, this enables you to provide your team with the necessary information required to make organizational or business decisions.
Report types
JRNI Analytics comes with a template library of reports (Looks) which, for the HQ Dashboard, includes the below:
Appointments
- Total Appointments Year-to-Date: compare the amount of appointments this year to the current date, to the same date last year
- Total Appointments Month-to-Date: compare the amount of appointments this month this year, to the same month last year
- % of Cancelled Appointments year-to-date: compare the % of cancelled appointments this year vs. to last year
- Compare YOY Appointments by Month: compare the amount of appointments taking place per month over the last couple of years
- Target Monthly Appointment by Region: compare the amount of appointments per region against a pre-set reference/target (this year)
- Most utilized locations: compare the amount of appointments per store/branch
- Most popular services: compare the amount of appointments per service
- Appointments by Channel: compare appointments per channel
- Appointments Heat Map: view on a map where the highest or lowest concentration of appointments are taking place
Events
- Total Tickets Year-to-Date: compare the number of tickets booked (events) this year to the current date to the same date last year
- Total Tickets Month-to-Date: compare the number of tickets booked (events) this month this year to the same month last year
- % of Cancelled Tickets year-to-date: compare the % of cancelled tickets booked this year vs. last year
- Tickets by Month by Region: compare the number of tickets booked per region this year vs. last year
- Most tickets per location: compare the number of tickets booked per store/branch
- Most popular events: compare the number of tickets booked per service
- Tickets by Channel: compare tickets booked per channel
- Events Heat Map: view on a map where the highest or lowest concentration of tickets booked are taking place
Queueing
- Queue dashboard: Displays an overview of people that joined queues, average wait time and most popular services/locations
- Total Queuers Year-to-Date: compare the number of queuers this year to the current date to the same date last year
- Total Queuers Month-to-Date: compare the number of queuers this month this year to the same month last year
- Left queuers Year-to-Date: compare the number of queuers that left the queue this year vs. last year
- Tickets by Month by Region: compare the number of tickets booked per region this year vs. last year
- Compare YOY Queuers by Month: compare the number of queuers per month over the last couple of years
- Target Monthly Queuers by Region: compare the number of queuers per region against a pre-set reference/target (this year)
- Most utilized locations: compare the numbers of queuers booked per store/branch
- Most popular services: compare the number of queuers booked per service
- Queuers by Queue Name: compare queuers booked per queue
- Queue Appointments Heat Map: view on a map where the highest or lowest concentration of queue appointments are taking place
- Average wait time: This data point tells us the average time between joining the queue and 'Being seen'
With Analytics Plus, on top of viewing the dashboard, existing reports can be removed and newly-created reports can be added.
FAQs and Troubleshooting
Downloading the dashboard and/or its reports
You are able to download the entire Event Dashboard, or the individual reports displayed, as a PDF or CSV file. To learn more, visit our guide on Sending, scheduling and downloading reports/dashboards.
Drilling into dashboard data
As you hover your mouse over the tiles displayed on the HQ Dashboard, you’ll notice certain clickable elements. By clicking on these you have the power to drill further into the data in various ways. To learn more, visit our guide on Drilling into your data.
Changes have been made to the HQ Dashboard
Customization to the HQ Dashboard can only be made by Analytics Plus users. However, any changes made will be visible to all Analytics users (including Essentials). Visit our guide on customizing dashboards, to learn more.
Still have questions?
If you have further questions about accessing/using the HQ Dashboard, please contact your CSM who will be happy to help.