Event-Based Appointments – Moves Feature Update

This guide explains the Event-Based Appointment enhancements introduced as part of the Moves feature update. These changes affect how appointment times are linked directly to move events (e.g., Pickup, Delivery, Hook, Return) and displayed across the system.

TABLE OF CONTENTS

• Overview of Event-Based Appointment Logic
• How It Differs From Traditional Appointments
• Where Event-Based Appointments Show Up
• How to Set an Appointment at the Event Level
• Use Case Example – Scheduling Multiple Event Appointments

Overview of Event-Based Appointment Logic

Event-Based Appointments allow dispatchers to associate an appointment time directly with a specific move event (rather than the entire load). This gives greater flexibility and supports real-world scenarios where pickup and return appointments may happen at different times for the same container.

Each move in the sequence (pickup, hook, delivery, return) can now be scheduled independently.

How It Differs From Traditional Appointments

Event-Based Appointments Location:

Once set, event appointments are visible in the following locations:

• Moves Screen → Displayed on the move card

• Driver Planner → Determines placement of move block on timeline

• Batch Routing → Filters moves into card categories based on scheduled date

• Load Detail Panel → Under each event

Each UI element references the event's time, not just the load.

How to Set an Appointment at the Event Level

Setting an appointment at the event level ensures that each phase of a move—such as Pickup, Hook, Delivery, or Return—is properly scheduled and tracked. This allows dispatchers to align system planning with real-world timelines more accurately.

Step-by-Step Instructions

1. Access the Load or Container

• Navigate to the load you are working on via the Loads tab, Routing page, or directly from the Moves screen.

• Click on the Container Number to open the full Load Detail Panel.

2. Locate the Specific Move Event

• Scroll through the Load Detail Panel to view the sequence of events (Pickup → Hook → Delivery → Return).

• Each event will have its own appointment field.

3. Open the Appointment Field

• Click into the Appointment Date/Time field for the move event that requires scheduling.

• This field may appear next to the event’s name or in the timeline section depending on layout.

4. Set Date and Time

• Choose the correct date using the calendar picker.

• Select the appropriate time from the dropdown or time selector.

• You may also be able to manually type the time in HH:MM format if supported.

5. Save Changes

• Click Save or Update Event to apply the changes.

• A confirmation may display, and the appointment will sync across the system.

6. Confirm Appointment Is Registered

• Navigate back to the Moves Screen, Batch Routing, or Planner.

• Verify that the appointment time is now associated with that event.

• The move should now appear in the appropriate card or time slot based on the date.

Use Case Example – Scheduling Multiple Event Appointments

Scenario: A dispatcher receives:

• Pickup appointment at 9:00 AM

• Delivery window at 12:00 PM

• Return appointment at 3:00 PM

Steps:

1. Go to the container's Load Detail Panel

2. Add the 9:00 AM appointment to the Pickup event

3. Scroll down and add 12:00 PM to Delivery

4. Scroll further to Return and set 3:00 PM

Now, the container will:

• Appear in Pickup card at 9:00 AM in Batch Routing and Moves

• Show Delivery at 12:00 PM in Planner timeline

• Be flagged for Return later that day in Moves