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
Personal Booking Links
Resolving conflicting shift patterns
Creating staff members
Editing and removing staff members
Creating availability for multi-location staff
Creating and managing staff availability
Configuring availability by method
Creating and editing Services
Configuring the reservation workflow
Creating service schedules
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
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
Account Settings & Administration
How to reset or update your JRNI password
Understanding user roles and permissions
Creating and managing user access
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
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)
Table of Contents
Updated by Tara
Create and set your own KPIs, targets, and alerts on existing reports to keep track of your performance around bookings at a particular location.
Setting a KPI target using a reference line
With JRNI Analytics Plus, you can add a reference line via the Explore report builder according to your own KPI targets. In doing this, you can keep track of how you are performing against any targets.
- Navigate to a dashboard.
- Click the three dot icon on an existing graph or chart, followed by Explore from there.
- Open the Visualization tab.
- From the Edit menu on the right-hand side, select the Y tab.
- Scroll down to the Reference Line option, and select Add Reference Line.
- From here, you can now define the following;
- Type: Line, Range, Line with Margins
- Value: Median, Average (Mean), Maximum, Minimum, and Custom
- Label: title of your reference line or target
- Position and Colors: look and style of your reference line or target
- Once the reference is set, you can create a new Look by navigating to the cog/gear icon and selecting Save as Look.
Setting up an alert
With JRNI Analytics Plus, you can set up alerts to receive a scheduled email whenever the results meet a specified threshold.
- Navigate to a dashboard.
- Locate a tile on the dashboard and click the Alerts bell icon.
- A new window will appear where you can start configuring the following settings:
- Condition and Value
- Recipient email addresses
- Click Save Alert when finished.
Still have questions?
If you have any further questions about setting up reference lines or alerts, or accessing JRNI Analytics Plus, please contact JRNI Customer Support, who will be happy to help.