How-To Manage Appointments

In the Schedules view the Appointments tab provides the ability to View the Appointment schedule by Day, Week or Month, Create and Manage Appointments, and View Appointment status and details.

1. Appointments:  By default, the Appointments tab will open the Today’s schedule view.

• From here, you can...

  • Use the Search Bar to search for an Appointment by Shipment ID or Trailer #

  • Use the Add Appointment button to schedule a new Appointment

    • See the How-To: Create Appointments post for more information.

  • View Appointments by Day, Week, or Month

  • View Today, Previous, or Next period

2. Filtering Appointments

   Use the Filters action to limit the Appointments displayed based on Carrier, Shipment , Product or Load Type

   

3. Managing Appointments

Another great function of Schedules is the ability to view, edit, and delete Appointments.

• The Legend will show color coding for the appointment status.

• If you need to Delete or Reschedule or otherwise Update an appointment, you can easily search or manually pick appointments from Month view too. To reschedule click the pencil icon to make appointment detail edits. To delete an Appointment, click the trash icon.

  

3. Bulk Appointments

• myQ also has an ability to Bulk upload appointments to remove the manual adding of appointments 

  • Bulk Import – Scheduling function to upload a bulk of appointments at once.

    • NOTE: Many Facilities today use Bulk Upload to automate their daily appointment scheduling – If interested in getting started, reach out to your Customer Success Manager!