Inbound and Outbound Settings
Last updated: July 31, 2026
Inbound settings and outbound settings are configured independently, so 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.
👤 Shipping/Receiving Department
Setting | Description | Example | Editable? |
Receiving Department Email | Primary email(s) for 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 |
đźšš Appointment Settings
Setting | Description | Example | Editable? |
Auto Confirm Appointments | If 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 – Same PO# can be used more than once | Self-Serve |
Allow Multiple PO#'s | If ON, multiple PO #'s can be added to a single appointment at booking. | OFF — Only one PO# allowed at booking | Self-Serve |
Verify PO#s | If enabled, PO#s are validated against the system when third parties book; bookings without a matching PO# are denied. This is typically set up during an API integration or by routine bulk uploads. | OFF – No validation enforced | Self-Serve |
Max Advance Scheduling Days | Maximum number of days in advance a user can schedule an appointment. | 31 days | Self-Serve |
Expected Dwell Minutes | Default appointment duration. This can be overridden by Load Type. | 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 |
Starting Instructions | Text shown to third-party users (carriers, etc.) before they book an appointment on the scheduling 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 |
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 |
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 at 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 required 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 |
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 |
🏠Check-In Settings
Setting | Description | Example | Editable? |
Check-In Instructions | Instructions shown on the confirmation page for the booker to relay to the driver. | “Driver must have steel-toe shoes” | Self-Serve |
Check-In SMS Additional Instructions | Custom SMS sent to driver upon check-in. Limited to 120 characters. | “Stay in your vehicle at all times.” | Self-Serve |
Early Check-In Threshold | Minutes before appointment start when a driver can check-in. | 45 minutes | Self-Serve |
Early Check-In Reporting Threshold | Minutes before appointment start when a check-in is labeled "Early" in reporting. | 30 minutes | Self-Serve |
Late Threshold | Minutes after scheduled start when a check-in is marked Late. Status updates automatically. | 0 minutes | Self-Serve |
No Show Threshold | Minutes after scheduled start when an appointment is marked No Show. Status updates automatically and the carrier receives a No Show email. | 60 minutes | Self-Serve |
No Show Cancellation | Automatically cancels appointments after the No Show threshold and emails the booker. | Disabled | Self-Serve |
Driver Check-In Configuration | Fields required from drivers at check-in. Options: License Plate, BOL #, BOL Photo, Tractor #, US DOT #, MC #, Driver Self-ID Verification, Driver's License. | Text and photos | 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 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 .