In this article, we explore the key settings of Dashdoc Flow, and answer some of the most frequently asked questions.
A site is the physical location where appointments can be scheduled, either by yourself or by partners.
It consists of one or more zones, each with its own criteria:
opening days and hours
slot time
capacity per slot
🏭 Information about your site
Each site is accessible via a customizable URL link when you create your account:
In the “Settings” menu, you can set the following parameters:
Contact: email and phone information for inquiries about making an appointment on your site. This information will be shown to your partners on their home page.
Address: this is the physical address where the pick-ups and/or drop-offs take place.
Security protocol: as a site administrator, you can add a protocol. When a slot is booked, the security protocol is sent to your partners for initial acceptance. This protocol is also displayed on your partners' portal with the contacts indicated in step 1.
⚙️ Set and change different pickup/delivery zones
A zone is a portion of a site dedicated to a specific type of collection or delivery, often with specific personnel and equipment associated with it.
Each zone on a site may have its own restrictions.
Features | Description | Mandatory | Adjustable |
Name | The name of the zone as it will appear when booking a slot | ✔️ | ✓ |
Description | More detailed description of what the zone is used for |
| ✓ |
More information | Custom fields per zone, which may or may not be required when a partner books a slot |
| ✓ |
Partners | Indicates whether partners are allowed to reserve slots in this zone |
| ✓ |
Slots | Window in which a slot can be reserved - Based on the working days set for the zone |
| ✓ |
Booking restrictions | Minimum time between booking and scheduled arrival time. Can be defined in sliding hours or on a fixed date and time. |
| ✓ |
Leveling off site load | If your zone has multiple availabilities per slot, we wait until all the first availabilities are booked before offering the next one. |
| ✓ |
Duration | The time period of a slot in minutes | ✔️ | 🔧 If you can't do it yourself, contact us to make the change |
Availability by location | The capacity of the zone over a period of time (duration) | ✔️ | 🔧 If you can't do it yourself, contact us to make the change |
Opening hours | The days and times when the zone is open and when it is generally possible to book a slot. | ✔️ | 🔧 If you can't do it yourself, contact us to make the change |
Example of an assigned zone open Monday through Friday from 8 a.m. to 5 p.m., not requiring an appointment and with a capacity of 1 vehicle every 30 minutes:
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