- All Categories
- Connectors & API
- Calendar Exchange
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
Using the lead time dashboard
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
Booking journeys
How to translate your content
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
Account Settings & Administration
Exchange
Exchange integration overview
Read about how this integration interacts with JRNI and the benefits of setting a connection up

Set up an Exchange connection
This section explains how to set up the Exchange connection in Studio.

Configure access type
Configure your Exchange calendar access type.

Configure SSL certificate verification
Set up a secure connection with SSL (HTTPS) certificate verification

Staff and resource mapping for Exchange
Map objects to link JRNI objects with Exchange mailboxes

Appointment lock
Set up an appointment lock to prevent changes being made in Outlook

Customize outlook appointment body
Create custom email templates to edit display and what is synced to Exchange

Test the connection
Test the connection between JRNI and Exchange by triggering a test email from Studio
