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
- Using Check In for appointments
Using Check In for appointments
With JRNI appointment bookings, you can use the Check in page to manage arrivals, completed appointments, and no shows. You can also use the Check in page to record walk-in appointments.
Follow the steps below to use check-in functionality for appointments.
Using Check In for Appointments
- Log into your JRNI account and into a location.
- Navigate to the Check in page on the left-hand side under Home.
- Here, you will see a list of appointments for the day that can be filtered on the right-hand side by customer, staff, resource, or service.
- Find the appointment you want to check in and go across to the right-hand side where it will say Mark as being seen.
- Once you click this, the button name will change to Mark as completed so that it is ready for you to select once the appointment is complete.
- The time of check-in is also recorded. You will see in the image below that it records the time at which the customer was seen.
- When the appointment is complete, select Mark as completed.
- The booking will then update to show the time at which the booking was completed.
- Once completed, Booking outcomes will appear for you to collect information about the appointment. This helps to collect additional data.
Appointments that are overdue (according to booking time) are highlighted to indicate that action is required. Use the options to mark the attendee(s) as a no show or as arrived.
How to record no shows
To record appointment no shows, follow the steps below:
- Repeat steps 1 - 3 from the check-in instructions above.
- Find the appointment you want to mark as a no show and go across to the right-hand side of the appointment information.
- Next to Mark as being seen it will say No show, select this button.
- Once selected, the appointment will update to show the no show as shown below.
How to record walk-ins
If you have the availability to do so, you may wish to book appointments on a walk-in basis.
Follow the steps below to record a walk in:
- Log into your JRNI account and into a location.
- Navigate to the Check in page on the left-hand side under Home.
- On the right-hand side of the check in page select Walk in.
- You will then be shown a five-step booking process.
- Once you have added all of the information, select Book now and the appointment will appear in the list available for check-ins and also on the calendar.
Reporting
When using JRNI Analytics Basic, check-ins are reflected in CSV reports. All statuses are reflected in reporting. If a check-in has not had a status attached to it, this will show up as blank for the associated booking in the report.
The reporting data appears on the Basic page under the Analytics tab on the left-hand side of Studio.
For more information on JRNI Analytics Basic, please refer to the Using the Basic Dashboard guide.
If you have access to JRNI Analytics Essentials or Plus, this data is displayed on the Appointment Dashboard. With access to JRNI Analytics Plus, this data can be used to create your own custom reports.
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Still have questions?
If you have any further questions about using the check in for appointments, please contact JRNI Customer Support, who will be happy to help.