Schedule an Appointment as a Warehouse user
Through the Add Appointment button:
- On the left side of the Opendock page, click Add Appointment
- The 'Create an Appointment' modal will display
- Select a carrier contact, select the location, pick the Dock and Load Type then click "Next"
- Select the appointment date and time
- Finalize the appointment details by filling in any additional fields
- Add any notes and tags pertinent to the appointment
- Add additional email recipients if applicable
- Click the 'Create' button
Through the Calendar Grid:
- Click the Appointments page on the left menu
- Select warehouse and dock filters on the top
- Click on the date and time on the calendar view
- The “Create an Appointment' window will display
- Select a carrier contact and select a Load Type then click "Next"
- Select the appointment date and time
- Finalize the appointment details by filling in any additional fields
- Add any notes and tags pertinent to the appointment
- Add additional email recipients if applicable
- Click the 'Create' button
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