Dock Management Admin Setup

Table of Contents 

• Purpose
• 1. Log In
• 2. Set up warehouses and working hours
• 3. Set up docks
• 4. Configure the CartonCloud integration 
• 5. Set up notifications

Purpose 

For administrators setting up a new workspace. Work through these in order — each step builds on the one before it. Everything here lives in Settings.

Follow the steps top to bottom, then invite your team and start taking bookings.

1. Log in

Open your workspace and sign in with the account from your invite (password or Google). The first admin lands on the empty calendar — that fills in as you complete the steps below.

→ Accepting your invite

2. Set up warehouses and working hours

Add a warehouse for each physical site, then set the hours you operate. Do this first — docks and bookings both belong to a warehouse, and working hours shape what the calendar and carrier booking links allow.

→ Setting up warehouses, docks, and working hours

3. Set up docks

Create a dock door for every loading position, and give each a colour so the team can read the calendar at a glance. Docks belong to the warehouse you're viewing, so make sure the right warehouse is selected first.

→ Setting up warehouses, docks, and working hours

4. Configure the CartonCloud integration

Connect your CartonCloud account so bookings can carry real order context — purchase orders, sales orders, and consignments linked straight to each booking.

• Enter your CartonCloud Tenant ID and API credentials under Settings → CartonCloud
• Check each warehouse has its matching CartonCloud warehouse ID

→ Connecting CartonCloud

5. Set up notifications

Decide who hears about bookings before you start taking them. Everything here lives under Settings → Notifications, in two separate sections.

Carrier Notifications control what your carriers receive automatically when a booking changes: cancelled, time changed, and departed. These apply across your whole organisation and go to the booking contact on the carrier record.

Internal Notifications email your own team when a carrier books a slot through their booking link, so each site can plan for what is coming.

• Set an organisation-wide recipient list that covers every site
• Or give an individual site its own list, useful when bookings for each depot need to reach different inboxes
• Up to 10 email addresses per list. Shared mailboxes work well here

Internal notifications are off until you switch them on and add at least one recipient.

One thing to watch: if you give a site its own recipient list and leave it empty, that site sends nothing. It does not fall back to the organisation list. The settings screen warns you when a site is in that state.

You're set up — now go live

• Invite your team under Settings → Users, and give each person the right role (Viewer, Operator, or Admin) → Accepting your invite
• Add your carriers and send their booking links so they can self-book slots → Carriers and booking links
• Set up a check-in kiosk on a tablet at each site → The driver check-in kiosk

A quick way to sanity-check your setup: create one test booking, drag it onto a dock, and confirm it shows on the calendar and the Today board. Delete it once you're happy. If you have turned on internal notifications, book a test slot through one of your own carrier links rather than creating it yourself, and check the email arrives. Bookings your staff create do not trigger internal notifications, only ones carriers make through their link.