Appointment Console

  • Updated on Nov 6, 2025
  • Published on Nov 5, 2025
  • 11 minute(s) read
Prev Next

The Appointment Console allows for searching and filtering records to set appointments. Each appointment record, when associated with a Load, also shows the Load, Stop, and Line Item information for that Load.

The Appointment Console LWC is intended for use by both Brokerage and Fleet customers. Ordering and filtering criteria based on Trip Plan Leg records is intended for use by Fleet customers.
For Fleet Management, see Appointment Views and Appointment Setting information.

The TMS defines Appointments in two ways: as a Trip Plan Leg or a Stop appointment.

  1. Trip Plan Leg appointments are those that are associated with a Trip Plan.

    1. Brokerage-only TMS users do not create or manage Trip Plan Leg appointments.

    2. Trip Plan Leg appointments are set in the Fleet Management Console.

  2. Stop appointments are those that are associated with a Load, but not a Trip Plan.

Field Tracking History

To track changes that have occurred for an appointment, confirm the following fields have history tracking enabled.

Stop

  • Arrival Date

  • Arrival Time

  • Departure Date

  • Departure Time

  • Expected Date

  • Appointment Time

  • Appointment Required

Fleet Management customers should also include field tracking for the following Trip Plan Leg fields.

  • Appointment Date

  • Appointment Start Time

  • Appointment End Time

  • Appointment Status

  • Appointment Confirmed By

  • Appointment Requested By

Appointment Setting

Open the Appointment Console Lightning Web Component by opening the App Launcher and searching for Appointment Console. Open the Console to manage appointments.

Create Views

Create Appointment Views to manage the appointments for Load Stops.

  1. Click the View Manager button to view existing views.

  2. Click the New button to create a new view.

  3. Enter a name for the view in the View Name field.

  4. Select Appointment Setting in the Default For field.

  5. Click Save to create the new view.

Manage Views

Manage multiple appointment views with the following icons.

  • Check the box(es) to select a view or views.

    • Checked views appear listed in the Appointment Console.

    • Checking or Unchecking views automatically updates and refreshes the Appointment Console.

  • The pencil icon edits the existing view.

  • The multiple icon clones the view.

  • The delete icon deletes the view.

  • The Header icon expands and collapses the view to show or hide header filter fields.

  • The Grid icon expands and collapses the Appointment section to show or hide appointments that meet filter criteria.

  • The pencil icon edits the existing view.

  • Click the Reorder icon to adjust the order of the views.

    • Move views up and down in the list as necessary and click Save.

  • The X icon deletes the view.

  • The multiple icon clones the view.

  • The Save button retains the filter criteria in the header.

  • The Refresh button updates the Load, Stop, and Line Item information in the Load Details section for each appointment.

Header Filters

The fields in the top section of the Appointment Console act as header filters. They limit the Stop locations shown, allowing you to focus on appointments that match the selected filter criteria.

  • Appointment Status

    • Select one or more Appointment Statuses to filter the Appointment Console and display only Stops that match the selected Statuses.

    • The following values are available.

      • Unmade

      • Requested

      • Confirmed

  • Appointment Required

    • Choose an Appointment Required to only show Stops that either require or do not require an appointment in the Appointment Console.

    • No value returns all results.

      • Yes

      • No

  • Appointment Method

    • Select one or more appointment methods to filter the Appointment Console and display only Stops that match the chosen methods.

    • The following values are available.

      • Phone

      • Email

      • Website

  • Appointment Start Lead Time (Days)

    • Determined by the current date.

    • A Lead Time of 1 day is the day following the current date.

    • A Lead Time of 15 days is 15 days from the day after the current date.

    • Use Negative numbers to find missing appointments in the past.

      • -10 searches the past 10 days to find appointments that are not set.

  • Appointment End Lead Time (Days)

    • Determined by the current date.

    • A Lead Time of 1 day is the day following the current date.

    • A Lead Time of 15 days is 15 days from the day after the current date.

    • Use Negative numbers to find missing appointments in the past.

      • -10 searches the past 10 days to find appointments that are not set.

  • Customer

    • Select multiple Customer records to filter the Appointment Console and only display Loads associated with those Customers.

    • A lookup to the Customer Account record.

  • Load

    • Multi-select Load records.

    • Search by Load Number to view all Stop locations associated with that Load.

  • Load Status

    • Select one or more Load Status(es) to filter the Appointment Console and only display Loads that match the selected statuses.

    • No value returns all results.

    • Multi-select Load Status values.

      • Unassigned

      • Quotes Requested

      • Quotes Received

      • Tendered

      • Assigned

      • Dispatched

      • In Transit

      • Delivered

      • Completed

      • Cancelled

      • Declined

      • Expired

  • Location(s)

    • Choose one or more locations to only show Load Stops associated with the selected locations in the Appointment Console.

    • Multi-select Location records.

  • Zone

    • Select one or more Zones to filter the Appointment Console and display only Loads Stops within the chosen Zones.

    • Multi-select Zone records.

    • The geolocation of the Load delivery Stop.

    • A Stop and Zone selection must be entered for Zone matching functionality.

  • Driver

    • Choose one or more Drivers to only display Loads assigned to the selected Drivers in the Appointment Console.

    • Multi-select Driver records.

  • Trip Plan

    • Select one or more Trip Plans to filter the Appointment Console and display only Loads associated with the chosen Trip Plans.

    • Multi-select Trip Plan records.

    • This search is not recommended for Brokerage-only TMS users.

  • Power Unit

    • Choose one or more Power Units to show only Trip Plan locations assigned to the selected Power Units in the Appointment Console.

    • Multi-select Fleet Asset records.

    • This search is not recommended for Brokerage-only TMS users.

Address Search

  • Radius Search

    • Search Address

      • The Search field uses Google search to find an address.

      • The Street, City, State/Province, Zip/Postal Code, Country search uses PC Miler to find an address.

    • Radius

      • Limited to a maximum of 1000 units.

    • Units

      • No value uses Miles by default.

      • Miles

      • Kilometers

The timezone displayed in the Appointment view is from the Stop. If the Stop timezone does not have a value, the timezone of the Stop location is displayed.

Console Sections

Create and manage appointments by using filters to view Stops requiring appointments.

Search for records with the header filter criteria and use Order-By sorting to create appointments for locations.

Below the search header fields, the Appointment View is split into the four sections below.

  • Locations

    • A list of Stop locations that may be selected one at a time to create all applicable appointments.

  • Appointments

    • The list view of appointments for Stop locations and the fields necessary to set the appointment fields.

  • Contacts/Transportation Profiles

    • The Contact records and Transportation Profile information relevant to creating appointments for the location.

  • Chatter

    • Communicate appointment information to Drivers and other stakeholders to store on the Load record.

Locations

Locations are displayed on the left side of the component. To appear in the list, a location must meet the filter criteria set in the header.

Select the radio button for a Stop location to view its related appointments in the Appointments section.

Control how fields are sorted and displayed with the following functions.

Configuration

Click the Configuration icon above the list of locations to choose which fields are displayed in the Appointments section. Fields can be added or removed as needed.

  • Hide Stop Appointments

    • When Checked, only Loads included on a Trip Plan Leg appear in the appointment list.

    • Load, Stop, and Line Item fields remain available in the Order-By and Configuration sections.

      • Appointment Filtering is only available by Load and Stop fields. See below for examples.

  • Hide Trip Plan Leg Appointments

    • When Checked, any appointments associated with a Trip Plan Leg and not linked to a Load do not appear in the Appointment List.

    • Trip Plan Leg fields are not available to add as columns. For Trip Plan Leg fields already included in columns, a triangle warning is displayed on the field. See the Order-By section below for an example.

    • This setting is recommended for Brokerage customers.

  • Sort the appointments in the Appointment Console by Derived Field, Trip Plan Leg, or Stop fields to control the order in which the appointments are displayed.

  • Derived Fields (Derived and Trip Plan Leg Columns)

  • Trip Plan Leg Fields (Derived and Trip Plan Leg Columns)

Click the Load Details drop-down to view the Load, Stop, and Line Item fields associated with the appointment.

  • Load Fields (Load Columns)

  • Stop Fields (Stop Columns)

  • Line Item Fields (Line Item Columns)

When Load, Stop, or Line Items are updated, use the Refresh button to see Load, Stop, or Line Item field changes. When the Appointment view is refreshed the section must be opened again.

Load, Stop, and Line Item records are hyperlinked. Click the link to view the Load, Stop, and Line Item record.

Logic Filtering

Select a Location from the list and then click the Filter button to further refine the appointment location information displayed.

Add field filtering by clicking the filter button. Fields from the following objects provide additional search and filtering for the location.

  • Load

  • Stop

  • Trip Plan Legs

    • Trip Plan Leg fields are only available when Hide Trip Plan Leg Appointments is not Checked.

    • Brokerage-only TMS users likely should not filter on Trip Plan Leg fields.

Logic filters may be applied by selecting the down caret from the filter field.

When appointments are filtered by selected logic fields, the Filter button is blue.

Apply and remove logic filters to identify Load appointments as necessary.

Derived Fields

The following Derived fields are available for Appointment views.

  • Trip Plan Leg

    • If an appointment Stop is not associated with a Trip Plan, the field is displayed with a blank value.

    • This Derived field is not recommended for Brokerage-only TMS users.

  • Customer

  • Load

  • Load Expected Ship Date

  • Load Expected Delivery Date

  • Trip Plan

    • This Derived field is not recommended for Brokerage-only TMS users.

  • Status

    • Unmade

    • Requested

    • Confirmed

    • Not Applicable

  • Change Count

    • The count of times an appointment is updated.

  • Previous Appointment Status

    • If no Load is associated, the label is Previous Leg Appointment Status.

    • When Appointment values are changed, click Save & Refresh to update and view changes.

  • Next Appointment Status

    • If no Load is associated, the label is Next Leg Appointment Status.

    • When Appointment values are changed, click Save & Refresh to update and view changes.

  • All Appointments Made

    • If no Load is associated, the label is All Leg Appointments Made.

    • When Appointment values are changed, click Save & Refresh to update and view changes.

  • Pickup/Dropoff

    • Determined by the Pickup Stop and Delivery Stop fields on the Line Item record.

Order-By

Click the Order-By icon to open a menu to select the criteria used to determine the sorting order of appointments.

  • Select which fields are displayed and their order from the Derived Field, Load, Stop, Line Item, and Trip Plan Leg objects. This also includes any custom fields for those objects.

  • When no fields are selected for the Order-By field selector, the following order is used to filter appointments.

    • Location Name

    • End Stop Location Name

    • End Expected Date/Time

Add or remove fields from the appointment list and Load Details section with Derived Fields, Trip Plan Leg, and Stop fields.

When the Hide Trip Plan Leg Appointments field is not Checked, Trip Plan Leg fields may be added to the columns.

If the Hide Trip Plan Leg Appointments field is Checked while sorting by Trip Plan Leg fields, a warning appears next to the field in the Order By Columns section. This happens because the Hide Trip Plan Leg Appointments setting hides Trip Plan Leg appointments, but sorting by Trip Plan Leg fields requires those same appointments to be visible.

Any Trip Plan Leg fields should be removed from the Order-By column selection. The warnings are removed when the fields are no longer included in the Order-By columns.

Appointments

The Appointments section displays the list of appointments for locations that match the header search criteria and Order-By settings.

As fields are saved in the Appointment, the following fields are saved to the corresponding Stop record.

  • Appointment Date (saved to Stop Expected Date)

  • Appointment Start (saved to Stop Appointment Time)

  • Appointment End

  • Requested By

  • Confirmed By

  • Dock

  • Appointment Status

When the Appointment Required field is set, the Stop is updated. The value on the corresponding Transportation Profile does not update.

The following Derived fields include additional icons to help you quickly identify the appointment status.

  • Previous Appointment Status

  • Next Appointment Status

  • All Appointments Made

Appointments can have one of the four statuses listed below. Each status is represented by its corresponding icon.

  • Unmade

  • Requested

  • Confirmed

  • Not Applicable

If changes are made in the Appointments section and a user clicks Save, the Previous Appointment Status, Next Appointment Status, and All Appointments Made fields do not update automatically. To update these fields, click Save and Refresh after making changes to the appointment record.

Update the Appointment Status field by requesting or confirming the appointment using the toolbar buttons described below.

The Change Count field tracks the number of times appointment values have changed. View additional change information in the History modal shown below.

The toolbar allows for completing the following appointment actions.

  • Requested button enters the User record completing the action in the Requested By field. The Appointment Status updates to Requested.

    • This User record lookup is set automatically when the user completes the action.

  • Confirmed button enters the User record that completes the appointment in the Confirmed By field. The Appointment Status updates to Confirmed.

    • When Confirmed, the icon is orange.

    • This User record lookup is set automatically when the user completes the action.

  • The History button opens a modal containing old and new field values with the User record and date/time the value changed.

    • Click the Close button to return to the Appointment list.

  • The Trip Plan button opens the Fleet Trip Planner LWC.

    • View the Trip Plan requiring appointments.

    • In order to display in a view, Trip Plans must be saved and contain a Due Out Date.

    • This button is not recommended for Brokerage-only TMS users.

  • The Chatter button selects the Load record requiring the appointment.

    • When selected, the icon is blue.

    • The Chatter Feed displays the Load record on the appointment.

    • Type your note in the Chatter feed and click Share.

Contacts/Transportation Profile

Transportation Profile fields and Contacts fields for the associated location are displayed to the right of the Appointments section.

Click the arrow button to to open and view (or close) the Contact Information section.

The Contact information for the location is provided. Contact name, Transportation Role, Email Addresses, and Phone Numbers are provided when present on the Contact record. Transportation Profile fields regarding Appointment times and other Stop-related settings. Set these values on the Transportation Profile. See the Customer Operations section for more information.

Chatter

Click the Chatter  icon to display the Chatter Lightning Web Component to the right of the Appointment section. Use the Chatter component to add information or notes to the Load record associated with the appointment.

The Chatter feature is not available for appointments that do not include a Load.

The selected Load is displayed in the Chatter Feed banner.

When the Chatter note is complete, click Share.