Opendock allows you to trigger notifications when specific tags are added to an appointment. These tag-based notifications can be enabled through either My Organization Settings or Warehouse Settings. Follow the steps below to set them up:
Step 1: Create Your Desired Tag(s)
First, create your desired tags in the Appointment Tags section under the My Organization tab. For more details, check out this link.
Note: Ensure that the bell icon next to the tag is not highlighted in red, as this will prevent the notification from being triggered.
Step 2: Enabling the Tag Notifications
Via My Organization Settings
- Go to My Organization.
- Click on Org Settings.
- Locate the Appointment Notifications section.
- Select YES for "Enable Org Appointment Notifications."
- Check the box for the last email notification type: Appointment Tagged.
- Click Save to apply changes.
Via Warehouse Settings
- Select the warehouse you want to configure.
- Click on Warehouse Settings.
- Locate the Appointment Notifications section.
- Select YES for "Enable Org Appointment Notifications."
- Check the box for the last email notification type: Appointment Tagged.
- Click Save to apply changes.
Carrier ETA Notifications
To receive email notifications when a carrier adds their ETA to an appointment, you can enable these notifications either through My Organization or Warehouse Settings.
Step 1: Create ETA Tags
First, create the following ETA tags under My Organization:
- ETA: Early
- ETA: Late
- ETA: OnTime
Step 2: Enable Notifications
Follow the steps for My Organization or Warehouse Settings as described above to enable notifications for the ETA tags.
By setting up tag notifications, you can stay informed about important changes to appointments, such as carrier ETA updates, ensuring that your team is always in the loop.
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