Doors, Schedule and Capacity: Set Up How You Take Bookings

Set up your dock doors, weekly schedule, load types, capacity and booking rules so carriers can only book slots you can actually take.

Two pages share this setup. Docks & schedule covers your doors and your hours; Capacity & booking rules covers how much you take in each slot and the rules a booking must follow. Work through them in this order: add your doors first, then set the weekly schedule, then choose a capacity mode, and finish with the booking rules.

Add your dock doors and set the weekly schedule#

1. On Docks & schedule, choose New dock door for each door. Give it a Door code such as DOCK-4, and add a Zone if you use one — the zone is optional.
2. Set the Facility default schedule: the weekly hours that apply across the facility when a door has no schedule of its own.
3. If one door keeps different hours, open that door and set its own Schedule. A door’s own schedule overrides the facility default for that door only.
4. Mark Closed days for dates when you take no bookings at all. A closed day can cover the whole facility or a single door, and it closes that day completely.

Set your load types#

Load types are the kinds of load a carrier chooses between when booking a slot, so name them the way your dock actually works. Each load type has three parts:

• Code and Name — a short code for your team, and the name carriers see when they book.
• Direction — Inbound, Outbound, Drop or Other, so the booking lands on the right side of your operation.
• Default minutes — how long a load of this type normally takes at the dock; it shapes the slot the carrier books.

Choose a capacity mode and set your numbers#

Capacity lives on Capacity & booking rules. Pick the mode that matches the size of your warehouse:

• Simple — one warehouse-level capacity. One total for the whole facility; the simplest setup, and enough for a smaller site.
• Fine — capacity per dock door. Each door gets its own capacity, for finer control when doors differ in what they can handle.

Whichever mode you choose, the numbers work the same way:

• Appointments per slot — how many appointments a single slot can take.
• Total limits — a ceiling on bookings overall: set a Max appointments per day, per weekday, or per month, so one busy slot cannot quietly overload the day around it.
• Organization defaults and This facility — capacity can come from your organization’s defaults; enter a value under This facility only where this warehouse differs, and leave a field blank to use the default.

Set the booking rules#

1. Lead time (hours) — the minimum notice a booking needs. A carrier cannot book a slot that starts sooner than this many hours from now.
2. Cutoff — the cut-off time for same-day bookings, such as 16:00. After the cutoff, that day’s slots are no longer offered for booking.
3. Booking window (days) — how far ahead carriers can book. Slots more than this many days from today are not offered yet.
4. Skip closed days when counting the cutoff — turn this on if closed days should not count toward the lead time, so a closure does not eat into the notice a carrier must give.

Need to open or close a single date as a one-off — a Saturday catch-up or a one-day shutdown? That is a one-day schedule override, covered in “Managing appointments and your schedule” under One-day schedule overrides, so it is not repeated here.

Yardor features used in this article#

• Docks & schedule — dock doors, weekly schedule and closed days
• Capacity & booking rules — capacity mode, load types and booking rules
• Managing appointments and your schedule — One-day schedule overrides