How to Create Carrier Contacts

Tip: Before creating a new contact, we highly recommend searching for them using their email address. The contact may already exist in the system, and searching by email is the most effective way to find them.

Follow these steps to create a carrier contact:

1. Click My Carrier Contacts in the left menu.
2. Click Create Contact.
3. Fill in the required fields: First Name, Last Name, and Email Address.
4. (Optional) Enter a Phone Number.
5. You can mark the carrier as a favorite across all warehouses, including any future ones, to streamline scheduling and access.
6. Click Next.
7. Select the Carrier Company.
8. Click Add Carrier Contact.

Note: If you are unable to find the company name, click Create a New Company at the bottom. Only the Company Name field is required. More instructions can be found here. 

Clarification on Requiring Unique Email Addresses

A carrier user's email address serves as their username to log into the system. Usernames must be unique to properly identify individuals.

To assign an appointment to a carrier user, a unique carrier contact email address is required in their profile. If your facility has carrier scheduling enabled, the carrier contact will be able to manage their assigned appointments from the carrier portal.

Therefore, to create a new carrier, their email address must not already exist in the system as either a warehouse user or a carrier user.