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
JRNI makes it easy to collaborate with colleagues and teams from your organization. As a user with Owner access you can create new users, assign a role type (with inherited permissions), and set up their login details.
Adding a new user
Before you add a new user you should consider the type of access they will need, such as their required location access and role type - visit our guide on understanding user roles and permissions to learn more. Once you have chosen the appropriate access and role type, follow the steps below to add your new user:
- Log into your JRNI account.
- Click your username from the top menu.
- Click the Manage Users button.
- Next to Other Users and Administrators, click Create New.
- Complete the new user creation form; including:
- Email address
- Role: determines what the user can see and do
- Person: limits the staff member the user has access to view/manage
- Group: determines which staff groups the user has access to
- Click Create once completed.
The email address and password provided will become the user's login credentials.
Editing and deleting a user
To update an existing user, locate the user in your Manage Users section, click the Actions button, and select Edit.
From here, you can update their user Role, any staff Groups they have access to and the Person (staff they can access specifically). Click Update to save your changes.
To delete a user go to Actions (as above) and select Delete. You will be asked to confirm whether you wish to delete the user or not. Once confirmed, the user will be permanently deleted.
Still have questions?
If you have any further questions about creating or managing users, get in touch with our Support team at email@example.com, who will be happy to help.