Using JRNI
Appointments
Calendar overview
Creating appointment bookings
Locating bookings and customers
Blocking out time on the calendar
Rescheduling and canceling bookings
Adding attendees to existing and upcoming bookings
Changing the staff member or resource on an upcoming booking
Creating pre and post appointment questions
Using Check In for appointments
Creating and managing bookings via Call Center
Parent and Child level overview
Locations overview
Personal Booking Links
Resolving conflicting shift patterns
Staff
Creating staff members
Editing and removing staff members
Creating availability for multi-location staff
Creating and managing staff availability
Configuring availability by method
Services
Creating and editing Services
Configuring the reservation workflow
Categories
Creating service schedules
Resources
Analytics
Analytics overview
Using the Basic Dashboard
Using the HQ Dashboard
Using the Appointment Dashboard
Using the Event Dashboard
Using the Conversion Dashboard
Using the Capacity Dashboard
Exploring the library of Dashboards and Reports
Sending, scheduling, and downloading Reports/Dashboards
Creating and modifying a Dashboard
Creating your own Reports
Setting up KPI targets and alerts
Filtering Dashboard and Report data
Using Table Calculations
Drilling down into your data
Google Analytics - New Customer Journeys
Using the lead time dashboard
Booking journeys
Appointment automation
Virtual Queuing
Overview of JRNI Virtual Queuing
Setting up a virtual queue
Overview of the Concierge page
Setting up and managing a display board
Managing live queues via the Concierge page
How customers can join a live queue
Events
Branding
How to translate your content
Account Settings & Administration
How to reset or update your JRNI password
Understanding user roles and permissions
Creating and managing user access
Connectors & API
Calendar
Video
CRM
Salesforce
Guide to Salesforce Integration with JRNI
Set up the data sync
Map customers, appointments and events
Link JRNI staff to Salesforce users
Standard and Custom object mapping
Use Studio inside Salesforce
Manage user permissions and profiles
Set up a booking journey in Salesforce
Add BookingBug updates to Chatter
Integrating with Yext for JRNI Appointments
Release notes
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)
V7.16.0 (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)
V7.2.0 (March 8 2023)
V7.1.0 (March 6 2023)
V7.0.0 (February 9 2023)
- All Categories
- Connectors & API
- CRM
- Salesforce
- Manage user permissions and profiles
Manage user permissions and profiles
Updated
by Tara
User permissions and profiles in Salesforce allows you to decide which users can create appointments by having access to the BookingBug app.
BookingBug users in Salesforce will have access to API's for a specific role (System Admin who does the authentication), access to Studio tabs/pages and access to specific objects and fields to store data.
Permissions
Set permission via profiles
- Custom App Settings: booking__BookingBug_Classic and booking_BookingBug_Lightning
This setting is to make the Bookingbug app visible in the App Launcher menu. This app gives access to the visualforce pages.

- Connected App Access: BookingBug (OAuth sync) and Bookingbug studio
This setting provides access to the profile to the connected app. If this access is not provided, the profile can not sync data (BookingBug) or view studio into Salesforce (Bookingbug studio).

Tab settings (Custom tab settings): Calendar, Config, Customers, Dashboard, Your Business
Tab settings allows to decide which tabs are visible for the profile user. In case you don't want every tab to be visible for the profile, you can switch it the tabs to off.

- Enabled Apex Class Access:
Access to the CanvasHandler class is required for the canvas app to work

- Enabled Visualforce Page Access:
Access to the Bookingbug visualforce pages is required to visit the studio pages

Set permission via canvas app
- Profiles: which profiles can have access to the canvas app
