Tags let you categorize and track appointments across every warehouse in your organization, which makes reporting and filtering much easier. Tags aren't only applied manually; some are added automatically by other Opendock features. For example, submitting a Received Load Inspection form adds a "Damages Reported" tag to the appointment (see Opendock Claims Support).

Step 1: Create Your Tags

Tags must exist before they can be applied to an appointment. For detailed instructions, please refer to this article: Creating and Managing Tags

Step 2: Apply a Tag to an Appointment

Once your tags are created, apply them to any appointment:

1. Go to the Appointments page from the left-hand menu

2. Find and open the appointment you want to tag

3. Scroll to the Tags section

4. Start typing the name of the tag you created in Step 1

5. Press Enter or Tab to save it on the appointment

You can add more than one tag to the same appointment by repeating steps 4–5.

Tags help you track and report key information for each appointment, making it easier to manage your schedules.

Related Articles

• Creating and Managing Tags — create, edit, and color-code tags
• Opendock Enabling Tag Notifications for Appointments — trigger email alerts when a tag is added
• Opendock Claims Support — example of a tag applied automatically