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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
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
Salesforce
Guide to Salesforce Integration with JRNI
Take a look at the benefits of linking up your Salesforce account to BookingBug.

Set up the data sync
Step by step guide on how to set up data sync between Salesforce and BookingBug.

Map customers, appointments and events
Step by step guide on how to link BookingBug customer/bookings to contacts/leads and events.

Link JRNI staff to Salesforce users
Link users and staff across platforms to allow Salesforce users to see their bookings in their own calendars.

Standard and Custom object mapping
Take a look at standard mapping templates and custom object mapping.

Use Studio inside Salesforce
Step by step guide on how to connect and embed Studio in Salesforce.

Manage user permissions and profiles
User permissions and profiles in Salesforce allows you to decide which users can create appointments by having access to the BookingBug app. BookingBug users in Salesforce will have access to API's f…

Set up a booking journey in Salesforce
Step by step guide on how to set up a booking journey in Salesforce.

Add BookingBug updates to Chatter
Configure Chatter to view new bookings and booking updates in feeds.
