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
- Analytics
- Using the Appointment Dashboard
Using the Appointment Dashboard
The Appointment Dashboard in JRNI Analytics Essentials and JRNI Analytics Plus shows performance of appointments in a specific region/location.
Report types
JRNI Analytics comes with a template library of reports (Looks) which, for the Appointment Dashboard, includes the below.
- Appointments today: total appointments today and change in number of appointments vs. yesterday
- Cancelled today: total cancelled appointments and change in number vs. yesterday
- Average wait time: Average time between Checked-in and Being Seen Status
- Average booking completion time: Average time between Being Seen and Completed Status
- Total appointments this week by status: Compare the number of appointments this week by status
- Appointments this week: total this week and change in number vs. last week
- Cancellations this week: total this week and change in number vs. last week
- Average days booked in advance: average number of days an appointment is booked in advance of the date scheduled
- Average days cancelled in advance: average number of days an appointment is cancelled in advance of the date scheduled
- Most engaged staff: compare the number of appointments per staff
- Most utilized resources: compare the number of appointments per resource
- Most popular services: Displays data in a table to represent the total number of appointments booked for each service without event and cancelled bookings
- Most booked service: Shows the service with the highest percentage of booked time for a service based on total hours for all staff and total booked/blocked hours for services
- Appointments by status: compare the percentage of appointments per status, based on a date range filter
- Appointments by channel: compare the percentage of appointments per channel, based on a date range filter
- Appointments by category: compare number of appointments per category, based on a date range filter
- Average sales value this week vs. last week: A figure that compares the average overall sales revenue from the current week to the previous week
- Average sales value today vs. yesterday: A figure that compares the average revenue per conversion from the current week to the previous week
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 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 reports displayed on the 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 down into your data.
Changes have been made to the Appointment Dashboard
Customization to the Appointment 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 creating and modifying dashboards to learn more.
Still have questions?
If you have further questions about accessing/using the Appointment Dashboard, please contact JRNI Customer Support, who will be happy to help.