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
Resolving conflicting shift patterns
Creating staff members
Editing and removing staff members
Creating availability for multi-location staff
Creating and managing staff availability
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
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
How to translate your content
Connectors & API
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
Account Settings & Administration
Table of Contents
Updated by Tara
Object Mapping can be used to link JRNI objects with Exchange mailboxes. This currently applies to JRNI staff and resources.
Staff and resources configured in JRNI can be mapped to an Exchange email through the Studio interface (v3 and up). The inputs can be found in the Manage page of a configured Exchange integration.
From here, staff or resources can be edited and mapped to the desired Exchange address. The objects in Staff and Resource are dynamically populated by the configuration in JRNI. Staff and resources do not need to be manually added to this list.
- Log into your Studio account at parent level.
- From the left-hand menu go to Settings > Integrations > Exchange.
- Click Manage.
- The window below will appear. Under the Actions column, click the Edit button.
- On the following screen you can add/edit the desired email to create/modify mapping between JRNI and exchange users.
- Click Save.
In Studio, resources refer to your bookable means to carry out a meeting, which need to be made available for bookings. Most commonly this would be a meeting room.
Using the same steps as above, you can map Studio resources to calendars for the same purpose. On step 4, simply select the Resources tab instead of the People tab.
JRNI schedules and block times
Mapped objects which are set up with their own availability schedules in JRNI will appear as blocked in Exchange calendars reliant upon their set schedules and their availability. You will see spaces marked out in in your Exchange calendar labelled "Blocked by JRNI".