As an Owner, Admin, or Super Admin user, you can configure your organization’s tenant to utilize Turvo’s appointment scheduling feature. Appointment scheduling within Turvo allows you to effectively collaborate with your carriers to manage the traffic coming in and out of your locations. Utilizing appointment scheduling will enable you to forecast your location’s needs from a time and labor perspective.
Note: All users can view the information within the appointment scheduling section of the Admin console, but only those with Owner, Admin, or Super Admin credentials can edit.
Configuring Appointment scheduling via the Admin console gives you the ability to:
- Select which locations should have appointment scheduling enabled
- Determine the appointment scheduling parameters for your tenant
- Add training resources to your Public Scheduling landing page
- Upload and manage your account logo and cover image
To enable appointment scheduling for your tenant, follow the steps outlined below.
Step 1:
If appointment scheduling is not already enabled for your tenant, reach out to your Turvo representative to have it enabled. With your request, be sure to include the number of locations that will require appointment scheduling.
Protip: If you try to set a location’s Scheduling type as Turvo Appointment Scheduling in the Details tab without the feature enabled, you’ll see the following pop-up.
Note: Make sure the facilities are already created in your tenant as locations prior to making this request. To learn how to create locations in Turvo, see our How to create a location article.
Step 2:
Once you’ve received confirmation appointment scheduling has been enabled for your tenant, log in to Turvo and navigate to the Admin console. Click your profile icon in the top right corner, then select Admin console from the drop-down.
Step 3:
Click the Appointment Scheduling tile.
Step 4:
On the Appointment Scheduling page, you can configure the settings in the following sections. To expand or retract a section, simply click the section header.
Locations
The Locations segment allows you to manage which locations in your tenant are enabled with appointment scheduling.
To add a location, click + Add location and start to type the name of the location in the available field. Select the appropriate location from the drop-down menu and click the green check mark to save your changes.
When a location is successfully added, you’ll see the following message:
To remove a location, hover over the location line and an ‘x’ will appear to the far right. Click the ‘x’ and select YES when prompted whether you’d like to Remove this location?
When appointment scheduling is successfully removed from a location, you’ll see the following message at the bottom of your screen:
Appointment scheduling parameters
Under the Appointment scheduling parameters segment, you can choose whether appointment scheduling will use orders or shipments to book appointments for your tenant.
Note: Appointment scheduling can be scheduled for orders or shipments, it cannot be scheduled for both.
Select the circle next to the appropriate entity and click SAVE to save your changes.
If you select Order, you are given the option of which types of orders to support: warehouse, transportation, customer, or any combination of the three. Check the box next to the types of orders you will support and click SAVE to save your changes.
Training resources
Here, you can link helpful training resources directly to your Public Scheduling landing page. The URL entered in the URL field will appear on the bottom left of the Public Scheduling flow as Need training resources? Click here, after a facility has been selected.
Be sure to click SAVE to save your changes!
Assets
Under the Assets segment, you can upload the images for the Account logo and Cover image for your Public Scheduling landing page.
Account logo
The account logo appears at the top left corner of the Public Scheduling landing page:
To add or update your account logo, click Upload.
In the Update account logo modal, drag and drop your image file or click UPLOAD A NEW IMAGE to select your logo image. The file should be a png, jpg, or gif less than 1MB and the image should be at least 200x50 px. Any files with dimensions smaller than 200 px or 50 px will result in an error message.
Protip: The image requirements are also outlined in the Update account logo modal.
Once the image file is selected, you can crop and align the image using the Drag to scale feature. As you scale the image, you can see your changes in real time via the Preview section to the right of the Drag to scale. When your logo image is the appropriate scale and alignment, click SAVE to save your changes.
Note: The account logo should be left-aligned for the best overall page visual. There is an example available in the Update account logo modal to help scale the image appropriately.
Cover image
The cover image is the larger image shown on the right half of the Public Scheduling landing page:
Like uploading an account logo, to add your cover image, click Upload.
Then, in the Update cover image modal, drag and drop your image file or click UPLOAD A NEW IMAGE to select your cover image. The file should be a png, jpg, or gif less than 5MB and the image should be at least 2048x2048 px. Any files with dimensions smaller than 2048 px will result in an error message.
Once the file is selected, you can crop and align the image using the Drag to scale feature. As you scale the image, you can see your changes in real time via the Preview section to the right of the Drag to scale. When your cover photo is the appropriate scale and alignment, click SAVE to save your changes.
Final Step:
Once all of your settings are configured, you need to next configure your location settings and create your appointment schedule. See the following Help Center articles for more information:
<%= heading %>