[Opendock] Appointment Transfer

  • Updated

Every carrier account in Opendock is individual — accounts are not linked or grouped together, even if they belong to people at the same company. Because of this, appointments live under the specific account that booked them, and moving them to a different account isn't something you can do yourself. This article explains how to request that transfer from our support team.

Note: Moving appointments between carrier accounts is not something you can do yourself from the Scheduling Portal. Our support team needs to make this change for you.

When to request a transfer

The two most common reasons carriers reach out for this are:

  • Change of email: The email address on a carrier account can't be edited directly, so if you need to start using a new email going forward, your existing appointments need to be moved to a new (or different) account tied to that new email.
  • Account deletion: If an account is being deleted, any upcoming appointments under it need to be moved to another account first so they aren't lost.

How to request the transfer

1
Set up the destination account (if it doesn't exist yet)
If you're moving to a new email address and haven't registered a carrier account with it yet, do that first. See Opendock: Registering and Login for steps. Support can only move appointments into an account that already exists.
2
Email Opendock Support from the source account
Send your transfer request to support@opendock.com from the email address the appointments are currently under (the account you're moving away from). This confirms the request is coming from the account owner. Include as much detail as possible so we can process it without needing to follow up.
3

Provide the account details
Let us know:

  • The email address of the carrier account the appointments are currently under (the source account — this should match the email you're sending from)
  • The email address of the carrier account you want the appointments moved to (the destination account, already registered)

Transfers move all upcoming appointments from the source account to the destination account — individual appointments can't be selected.

4
Wait for confirmation
Our team will verify the request and make the change on our end. You'll receive a confirmation once the appointments have been moved to the destination account.

What to expect after the transfer

  • The transferred appointments will appear under the destination carrier account's "My Appointments" view.
  • Appointment confirmation numbers and scheduled times stay the same — only the carrier account tied to them changes.
  • Warehouse contacts and any check-in instructions for those appointments remain unchanged.

If you have any questions before or after submitting your request, don't hesitate to reach out to us at support@opendock.com.

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