Appointment Scheduling

The receiver picks the time,
the stop fills itself.

Flag the stops that need an appointment, email the receiver a request, and their reply writes the agreed date and time straight onto the stop. No login for them, no re-keying for your dispatcher.

Appointment status on an order stop

From the ask to the agreed slot

The appointment lives on the stop

Mark it up front

Flag the stops that need an appointment

Tick Appointment Required on any pickup, transfer or delivery stop. The stop saves without a date, so a load waiting on a slot is never blocked — and the empty date and time stay highlighted until the slot is agreed.

  • Pickup, transfer or delivery stops
  • Saves without a date or time
  • Status badge on the stop
Flag the stops that need an appointment

Ask the right contact

Send the request to the facility contact on the stop

The request goes to the appointment email set on that stop. With none set it falls back to the customer's appointment-flagged email, then to their main address. The letter names your own company, the order and stop, the facility and its address, and the freight.

  • Per-stop appointment email
  • Falls back to the customer's contact
  • Sent under your own company name
Send the request to the facility contact on the stop

Their reply, your schedule

The receiver replies and the stop is scheduled

They open a form from the email — no account, no portal — and pick a date, a time and a note. The reply writes that date and time onto the stop, moves the appointment to Approve for your dispatcher to accept, and lands in the customer's message thread against the order and the stop.

  • No login for the receiver
  • Writes the stop date and time
  • Link works once, then expires
The receiver replies and the stop is scheduled

When the time will not work

Propose a window and ask again

If the slot they picked does not fit, send a second request proposing a From and Till window. Their answer is marked as inside or outside the range you asked for, and threads onto the first reply as one conversation.

  • Propose a From and Till window
  • Answers flagged in or out of range
  • Threaded as one conversation
Propose a window and ask again

Where appointment scheduling earns its place

The agreed time flows through

The confirmed slot becomes the stop's schedule — on the board, the route and the paperwork.

One place to look

Appointment status, code and email sit on the stop itself, right next to the date being agreed.

Nothing agreed off the record

Appointment status, code and email changes are captured in the order audit log.

See it on one of your stops.

In the demo we'll flag a delivery that needs an appointment, send the request, and reply as the receiver so you can watch the stop fill in.