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Booking access is configured per location and applies to all public booking activity for that facility.
Internal scheduling by planners is not affected by booking access settings.

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What Booking Access Controls

Booking access settings allow you to control:
  • Whether public booking is enabled
  • Which carriers can submit booking requests
  • Whether identity verification or invitations are required
  • How unknown carriers are throttled or reviewed
  • What information carriers must provide on the booking form
All changes to booking access policies are audited and recorded.

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Quick Setup Flow

1

Select an access policy

Choose how carriers are allowed to access the public booking flow.
2

Configure policy-specific rules

Set verification windows, allowlists, invitation limits, or hybrid safeguards.
3

Customize the booking form

Define required fields, timeouts, and facility policies shown to carriers.
4

Share the booking URL

Distribute the booking URL or invitation links based on the selected policy.

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Access Policy Modes

Access policies define who can submit booking requests and what safeguards apply.
Public booking is completely turned off for this location.Behavior
  • Carriers cannot submit booking requests
  • No public booking page is accessible
Use when
  • The location is onboarding
  • Booking is handled entirely by internal planners
  • The facility is temporarily closed to external scheduling

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Booking URL

Each location has a unique public booking URL.

Booking URLShare this URL with carriers or embed it in communications. The behavior of the booking page always reflects the current access policy.

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Booking Form Configuration

Booking form settings control what information carriers must provide when submitting a request.

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Required Fields

Select which fields are mandatory on the public booking form.
  • Company name
  • Requester name
  • Requester email
  • Phone number
  • MC number
  • DOT number
  • SCAC
  • Load type
  • Reference number (PO, BOL, PRO)
  • Requested start time
Require only the information needed for approval. Additional details can be collected after acceptance.

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Display Settings

  • Capacity display enabled — Shows available capacity to carriers during booking to reduce invalid requests.

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Timeouts and Expiration

  • Pending expiration (days) — How long a pending request can remain unapproved
  • Email verification window (hours) — Time allowed to complete verification

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Custom Form Configuration

Advanced teams can define additional structured questions using JSON configuration.
Custom fields are stored as JSON and do not affect standard scheduling logic.

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Facility Policies

Facility policies are displayed during booking review to set expectations before arrival.
  • Arrival window
  • Late arrival policy
  • Cancellation policy
Clear policies reduce disputes and improve on-time arrivals.

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Access Policy History

All access policy changes are recorded and auditable. Use View history to review:
  • When a change occurred
  • The previous and new access mode
  • The user who made the change
Access history supports accountability and post-incident analysis.
  • Access policy: Hybrid
  • Trust criteria: Allowlist + booking history
  • Unknown carrier attempts: 3 per 60 minutes
  • Form: Minimal required fields + reference number
  • Access policy: Invite-only
  • Default expiry: 7–14 days
  • Usage limit: 1–3 uses per link
  • Access policy: Verified
  • OTP expiry: 10–15 minutes

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Summary

Facility booking access settings control how carriers interact with your scheduling system. By selecting the appropriate access policy and configuring form requirements carefully, you can balance carrier experience, security, and operational efficiency.