Using JRNI
Appointments
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Creating appointment bookings
Calendar overview
Parent and Child level overview
Using Check In for appointments
Staff
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Configuring availability by method
Creating staff members
Creating and managing staff availability
Creating availability for multi-location staff
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Google Analytics - New Customer Journeys
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*New* Journey builder
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Overview of the Concierge page
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Overview of JRNI Virtual Queuing
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Salesforce
Guide to Salesforce Integration with JRNI
Add BookingBug updates to Chatter
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Use Studio inside Salesforce
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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
- Staff
- Configuring availability by method
Configuring availability by method
Updated by Lorena
What is availability by method?
Services have a method of appointment which defines how the appointment will be conducted. It could be that the appointment is in-person, or alternatively it could be a remote appointment via phone or video.
If your company has staff members that are only available for in-person, phone or video appointments at particular periods of time, this new feature now enables you to ensure their availability is accurately reflected.
Benefits
Whether your staff are working from home in the afternoon or taking phone appointments outside of opening hours - we now hand them over the full control over their availability.
This allows you to plan ahead and enable staff to use their time more efficiently, increasing appointment throughput.
Creating availability for methods
Follow the steps below to create new Conditions for each combination of methods that require staff member availability:
- Login to your JRNI account.
- From the left-hand menu, select Your Business > Staff.
- Click the staff member’s name to load the Staff Profile.
- Select the Schedule tab from the top of their profile.
- Under the Conditions menu, click Create new. The window below will open for you to complete the following:
- Give your condition a name; e.g. “Phone and Video availability”.
- Assign a color. This helps to differentiate multiple conditions when viewing the staff’s schedule.
- All methods assigned to that staff member will be selected/ticked by default. Untick any methods, leaving only the method(s) you wish to assign specific availability for.
- Click OK to save your changes.
- Repeat step 5 to create additional conditions for other methods that will need separate availability.
- Remaining on the staff’s Schedule page, you will now need to create a shift pattern for each method/condition created or select an existing shift pattern and edit
- Ensure the condition you would like to create a shift pattern for is selected on the left hand panel.
- Select Create shift pattern from the top right corner (or click on existing shift to edit)
- Complete the shift pattern form according to your staff’s availability, ensuring that you select your created condition in the Condition field at the bottom. Click Save once complete.
- Repeat steps 8 - 10 to create a shift pattern for any other Conditions created. Note that you can now create overlapping shifts to accomodate all possible schedule scenarios at different locations.
- Remaining on the staff’s Schedule page, you will see the calendar has been updated with the availability set for that staff member.
The example below displays a staff schedule that has two conditions set up for different methods and locations. Availability for all methods in Brighton In-person (in orange, as defined by the condition created) and virtual availability for Phone and Video in London (in green) for the first two hours.
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Still have questions?
If you have any further questions about configuring availability by method, please contact JRNI Customer Support, who will be happy to help.