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
Virtual Queuing
Overview of the Concierge page
Setting up a virtual queue
How customers can join a live queue
Overview of JRNI Virtual Queuing
Managing live queues via the Concierge page
Setting up and managing a display board
Events
Event journeys
Events Staff Experience
Events Bulk Import
Events setup and config
*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
V8.00-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
- Creating appointment bookings
Creating appointment bookings
Users can manually create bookings through one of two methods, using the ‘New Booking’ button or through the calendar.
Making a booking using the ‘New Booking’ button
This is the method best used for random allocation of staff and or resources, although you can select specific staff members or resources during the journey if you wish to.
- Log into your JRNI account and child location.
- Navigate to the Calendar page and click New Booking in the top right corner.
- You will then go through a multi-step booking process:
- Service - select the type of appointment from the drop down menu, the method (in person, video or by phone) will be shown next to the service name.
- Staff - at this point you can search for a specific member of staff or leave the drop down menu to say Any Person, which will randomly allocate an available staff member.Info: You will then see the same options available to you at the Select a date and time part of the booking journey. The only difference here is that you will need to select Apply to confirm your choice.
- Resource - If you need to, you can select a resource (e.g., a meeting room/office). You can also leave it on Any Resource, which will randomly allocate an available resource suitable for your appointment.
- Duration - The duration will automatically populate when you select a service, but some services allow you to amend the duration (e.g., a meeting automatically sets at 2 hours but can be changed to 3 or 4 hours).
- Select Continue.
- Date & time - The calendar will appear showing dates for the current week and the number of available slots on each day. Select a day and available time slot and select Continue.
Tip: If you want to book for the week/s ahead, use the arrows next to the date to move the calendar to the desired date.- Select attendee(s) - Here you can search and select an existing customer or Create new customer on the right-hand side. You can add multiple attendees to one appointment.
Info: If you Create new customer you will need to select the box at the bottom that states the customer has provided consent for the use of their data. Then you can Save and add the new customer.- Select Continue.
- Additional details - Add in any extra information about the booking through answering pre-determined questions. Then select Book.
- Booking confirmed - an overview of your booking will appear on the screen.
- Once you have checked all of the details are correct, select Close.
Making a booking using the calendar
This is the method used for specific allocation of staff and or resources from the calendar page.
- Log into your JRNI account and select a location.
- Navigate to the Calendar page and choose the staff member you wish to make a booking for.
- Choose a time slot on the calendar and select Create booking.
- You will then be shown the same booking process as when you book through the New booking button (refer to the previous section for more details on the steps).
- The appointment will then appear in the calendar shortly after selecting Book.
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Still have questions?
If you have any further questions about Creating appointment bookings, please contact JRNI Customer Support, who will be happy to help.