Inbound and Outbound Settings
Last updated: June 3, 2025
Inbound settings and outbound settings are configured indepently so that your shipping and receiving departments can manage their operations separately. This is especially important if you have specific shifts and managers for each direction and they want specific control over how their departments function.
Click here to manage your inbound settings.
Click here to manage your outbound settings.
🚚 Inbound & Outbound Settings Explanation – Appointment & Scheduling Controls
Setting | Description | Example | Editable? |
Receiving Department Email | Primary email address(es) for receiving appointment notifications and carrier communications. | Self-Serve | |
Receiving Department Phone | Phone number visible to carriers on confirmations and check-in screens. | 555-555-5555 | Self-Serve |
Auto Confirm Appointments | If toggled ON, appointments will be auto-confirmed upon booking. If OFF, manual confirmation is required. | OFF – Appointments require approval. | Self-Serve |
Duplicate PO#s | Prevents reusing the same PO# across appointments. | OFF – The same PO# can be used more than once. | Self-Serve |
Verify PO#s | If enabled, PO#s are validated against a the system when third parties book. If no PO# is found then the carrier will be denied booking. This is typically set up during an API integration or by routine bulk uploads. | OFF – No validation enforced. | Self-Serve |
Max Advance Scheduling Days | The maximum number of days in advance a user can schedule an appointment. | 31 days | Self-Serve |
Expected Dwell Minutes | Default duration of an appointment. This can be overridden by Load Type or during booking. | 60 minutes | Self-Serve |
Max Concurrent Appointments | Limits how many appointments can be booked at the same time (inbound only). | 4 concurrent | Self-Serve |
Max Appointments per Day | Caps the number of inbound appointments per calendar day. | (Leave blank to disable) | Self-Serve |
No Show Cancellation | Automatically cancels appointments after a set no-show threshold and emails the booker. | Disabled | Self-Serve |
Starting Instructions | Text shown to third-party users (carriers, etc.) before they book an appointment on the booking portal. | “We do not allow reschedule requests within 48 hours…” | Self-Serve |
PO#: Instructions Override | Custom text shown when users are prompted for a PO#. Replaces default prompt. | “Example: PO# is the PO# or another identifier.” | Self-Serve |
⏱ Scheduling & Check-In Behavior
Setting | Description | Example | Editable? |
Appointment Lead Time | Defines how far in advance (by hour/day) appointments must be scheduled. | 1 business day, cutoff 5:00 PM | Self-Serve |
Appointment Reschedule Lead Time | Sets the minimum time before an appointment when rescheduling is no longer allowed. | 48 hours | Self-Serve |
Check-In Instructions | Instructions shown to the booker on the appointment confirmation page that they need to give to the driver. | “Driver must have steel toe shoes” | Self-Serve |
Check-In SMS Additional Instructions | Custom SMS message sent to driver as soon as they check in. Limited to 120 characters. | “Stay in your vehicle at all times.” | Self-Serve |
Scheduling Notes Placeholder | Placeholder text for the Notes field on the scheduling form. | “Product Description” | Self-Serve |
Scheduling Notes Default Value | Pre-fills the Notes field with a default value during booking. | “Are you willing to unload your truck check ___ for yes or ___ for no.” | Self-Serve |
Scheduling Notes Required | Toggles whether a booker must enter a note before scheduling. | OFF | Self-Serve |
Scheduling Customer Required | Makes “Customer” a mandatory field on the public scheduling form. | ON | Self-Serve |
Scheduling PO# Placeholder | Placeholder prompt shown when users enter PO#s. | “Please enter your PO number” | Self-Serve |
Early Check-In Threshold | Number of minutes before appointment start time that a check-in is flagged as early. | 30 minutes | Self-Serve |
Late Threshold | Number of minutes after the scheduled start time when a check-in is considered late. The status will be automatically updated too late when this time passes. | 0 minutes | Self-Serve |
No Show Threshold | Number of minutes after the scheduled start time when an appointment is considered a no-show. The status will be automatically updated to No Show when this time passes, and the carrier will receive a No Show email. | 60 minutes | Self-Serve |
Appointment Load Cargo Units | Selectable cargo unit types (tags) users can pick from when booking or specifying loads. These types are also shown on each appointment and in summary metrics. | Pallets, Boxes, Cases, Bags, Totes | Self-Serve |
đź“… Shipping/Receiving Hours & Entity Lists
Setting | Description | Example | Editable? |
Receiving Hours (Mon–Sun) | Defines what appointment times are available each day. Use HH:MM military format with each slot separated by a comma. | 06:00, 07:00, 08:00, 14:00 | Self-Serve |
Closures / Holidays | Dates when the facility is not accepting appointments. | 01/01, 07/04, 12/25, … | Self-Serve |
Shipper List | Public list of shippers shown during scheduling. Can be left blank for privacy. | Strawberry Farm, Blueberry Inc, Apples & Co | Self-Serve |
Carrier List | Public list of carriers shown during scheduling. Can also be left blank. | Northern Star, Titan Trucking Co., Crossroads Freight Lines | Self-Serve |
Customer List | Defines selectable customers during appointment creation. | Customers visible under Customers Tab | Self-Serve |
Show Customers on Public Scheduling Pages | Toggles visibility of customer list to external users. | ON | Self-Serve |
Frequently Asked Questions
Can I turn off inbound or turn off outbound entirely?
Yes, inbound and outbound can be turned off entirely, each on their own or altogether, simply by removing the operating hours.
Can I add multiple email addresses for shipping and receiving?
Yeah, simply separate them by a comma.
Can certain users only see inbound versus outbound?
Each user can customize their view so that they only see inbound or outbound. The easiest way to do this is with in the filters drop down and then selecting direction .