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)
Table of Contents
- All Categories
- Using JRNI
- Resources
- Editing and removing Resources
Editing and removing Resources
Updated
by Tara
There are multiple ways that an existing resource can be edited and managed, including the confirmation email address, its scheduled availability, and the staff and services that it can be booked alongside with. It can also be disabled or deleted, if required.
Editing resources
As with creating new resources, editing resources can only be done at the Child level.
- Log into your JRNI account, to a location where the resource resides.
- From the left-hand menu click Your Business > Resources.
- Click onto the resource you wish to edit, which will open up the resource profile.
- From here, you can navigate through each tab to view or manage the following:
- Details: click the Edit button to update key resource information.
- Bookings: view and manage upcoming, past, or cancelled bookings for the resource.
- Calendar: view and manage any bookings associated with the resource. You can also create a booking directly from here.
- Schedule: create and amend resource availability / shift patterns.
- Timeline: view a change log of the resource profile activity.
- Who (staff) & What (service): assign the resource to particular staff or services that it can be bookable with.
- Image (under Details tab): click the image icon to upload a custom image file for the resource. 2MB maximum file size.
Removing resources
Should you need to stop a resource from being bookable, you can disable it from the customer journey, or delete it permanently from your JRNI account.
Disabling resources from customer bookings
Use the Disable option on the resource profile to hide/remove it from the customer booking journey. Although the resource won’t appear to the customer once disabled, it can still be booked internally by staff within Studio admin. It will also appear on the staff calendar as usual.
Once disabled, the resource will display a “Disabled” warning in the list of resources (as below).
Permanently deleting resources
To permanently remove a resource from your JRNI account, use the Delete button via the resource profile. You’ll be asked to confirm the action before the resource is permanently deleted.
Managing bookings with disabled or deleted resources
Disabling or deleting a resource does not impact any existing bookings. If the resource is no longer available for any upcoming bookings, use the reschedule option to choose another available resource, or cancel the booking if required.
For bookings that have deleted resources associated, the booking popup on the staff calendar will flag that the resource has been deleted.
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Still have questions?
If you have any further questions about editing or removing resources, please contact JRNI Customer Support, who will be happy to help.