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Scheduling Appointments

  • Updated

Schedule an Appointment as a Warehouse user 

Click the Add Appointment button:  

  1. On the left side of the Opendock page, click Add Appointment 
  2. The 'Create an Appointment' modal will display 
  3. Select a carrier contact, select the location, pick the Dock and Load Type then click "Next" 
  4. Select the appointment date and time
  5. Finalize the appointment details by filling in any additional fields
  6. Add any notes and tags pertinent to the appointment 
  7. Add additional email recipients if applicable
  8. Click the 'Create' button

 

Click on the Calendar Grid on the Appointments page:

  1. Click the Appointments page on the left menu
  2. Select warehouse and dock filters on the top
  3. Click on the date and time on the calendar view
  4. The “Create an Appointment' window will display 
  5. Select a carrier contact and select a Load Type then click "Next" 
  6. Select the appointment date and time
  7. Finalize the appointment details by filling in any additional fields
  8. Add any notes and tags pertinent to the appointment 
  9. Add additional email recipients if applicable
  10. Click the 'Create' button

Note: users can now hide weekends on the Appointment Grid's week-view, creating more space for appointments

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