What are the Default Appointment Fields

There are default appointment fields when scheduling through the warehouse admin site. By default, none of these fields are required to create or edit an appointment*.

*Note: Only the Reference Number field can become required. 

1. Reference number

The Reference Number field can be used to track shipment IDs like PO number, BOL number, Load ID, etc. To change the Reference Number's field display name:

1. Go to My Organization
2. Under Settings, click "Reference Number"
3. In this section, you can:
   - Include the Reference Number on all appointment forms
   - Change the displayed name (to show something other than "Reference Number")
   - Add Helper Text
   - Make the field required
   - Require unique reference numbers
4. Click the Save Settings button

Note: This setting applies globally to your organization, meaning all locations will share the same configuration for this field.

2. Confirmation Number 

The Confirmation Number is another unique identifier of an appointment. This is a hard-coded, system generated identifier that cannot be renamed, moved, or deleted.

• It is auto-generated upon appointment creation

• It is numeric
• It is globally sequential
• It is 6 characters long today
  • However, we estimate it will reach 10 digits in the next few years (one billion appointments) 

Note: the Confirmation Number will NOT replace the original Appointment ID. Rather it can be used as a human-friendly, numeric identifier (e.g. when speaking over the phone). Please continue using the original Appointment Id when building API integrations.

3. Appointment Notes

Appointment Notes are used to communicate additional appointment information that the other fields do not capture. The Appointment Notes field is editable by both the warehouse and carrier users while creating or editing an appointment. These notes are also added to the email notifications and appointment PDF printout.

• Example: This shipment was unloaded on 3/31/22. One pallet was returned for damages.

4. Appointment Tags

Appointment tags are available for warehouse use only. Carriers are not able to add or edit tags on an appointment but they can view tags.

Tags are used to track any properties or attributes about the appointment which allows you to categorize and filter your appointment list under the List View on the Appointment Grid. 

• Example: Damaged Shipment, Work-in Appointment, Part Allocated, Not At Temp, etc.

Tags will also be displayed on the appointment tile on the warehouse's appointment grid.

In conjunction with the Appointment Audit Log, you can use tags to document what time certain events took place.

5. Email CCs

The Email CC field allows warehouse and carrier users to include additional appointment email notification recipients. Email addresses added to this field will receive all appointment email notifications. These email addresses do not have to be current users of the system.

Learn more about who receives Appointment email notifications here. 

To edit the list of appointment notification recipients: 

1. Open the appointment
2. Click on the three dots
3. Click on "Edit Subscribers"