Home / Walkthrough
Your onboarding manual

Everything, from
invite to running
on data.

A complete, step-by-step walkthrough of DockSync — the same journey a new warehouse team follows on day one. Set up your schedule and bays, invite suppliers and carriers, take bookings, check drivers in by QR, text them from the dashboard, mark loads complete, and manage every supplier on real performance data. Each step takes a minute or two, and DockSync guides you the whole way — you'll be set up and taking bookings before you know it.

Today
Live and taking bookings the same day
No app
Drivers check in by QR on any phone
Both
Deliveries and collections in one system
One board
Your whole dock on one live screen
1
Invite
›
2
Schedule
›
3
Bays
›
4
Users
›
5
Suppliers
›
6
Booking
›
7
Approve
›
8
Calendar
›
9
Check-in
›
10
Text driver
›
11
Mark done
›
12
Dashboard
›
13
Supplier data
›
14
Reports
Step 01
You're invited.
Set up your account
Your DockSync journey starts with an invite. As soon as your account is created you receive a welcome email with a personal setup link. Click it, create a password, and you land straight on your dashboard — no installs, no IT ticket, no card required.
What happens next
The link opens a password screen, then drops you on your dashboard. From here the setup takes minutes: set your hours, add your bays, invite your team, then invite suppliers and carriers.
No card required
Instant access
30-day free trial
No IT involvement
Step 02
Set your
operating schedule
First, tell DockSync when your dock is open. Choose working days, set open and close times, add restricted hours like breaks and shift changes, block out holidays and maintenance days, and set how far ahead suppliers get an automatic reminder. Every rule here is enforced automatically — suppliers can only ever book inside your windows.
app.docksync.app/operating-schedule
Dashboard
Bookings
Calendar
Bay Management
Suppliers
Operating Schedule
Reports
Users
My Account
Operating Schedule
Operating Hours Save
Define the warehouse operational window
Select Working Days
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
Open Time
1:30 AM ▾
Close Time
4:30 PM ▾
Restricted Hours Save
Select restricted hours to block bay allocation
Start Time
12:00 AM ▾
End Time
12:00 AM ▾
Reason
Restricted Hour Reason
Lunch Break   07:30 – 10:30 🗑
Blackout Days Save
Block specific days for maintenance and holidays
Blackout Date
7/07/2026
Reason
Blackout Date Reason
Supplier Reminder
Set how many hours before the booking time the reminder to the supplier should be sent.
1 Hour ▾
Step 03
Add your
dock bays
Add every bay in your warehouse and name them exactly as your team already does (B1, B2, and so on). Flip a bay active or inactive in one click — inactive bays vanish from the supplier booking portal automatically, so there is no phone call needed when a bay goes down for maintenance.
app.docksync.app/bay-management
Dashboard
Bookings
Calendar
Bay Management
Suppliers
Operating Schedule
Reports
Users
My Account
Bay Management
+ Add Bay
Total Bays
7
Active Bays
5
Inactive Bays
2
Bay
Status
Active
B1
Available
B2
Available
B3
Available
B4
Available
B5
Available
B6
Inactive
B7
Inactive
Step 04
Add your
team
Bring your colleagues in under the Users tab. Add warehouse admins who manage the schedule and approvals, and gate or goods-in users who handle arrivals on the day. Everyone works from the same live board, so the office and the gatehouse always see the same picture.

Roles shown are an example. Confirm the exact role names and permissions available on your plan against your live Users tab.

app.docksync.app/users
Dashboard
Bookings
Calendar
Bay Management
Suppliers
Operating Schedule
Reports
Users
My Account
Users
+ Add User
NameEmailRoleStatus
Suraj Joshisuraj.joshi@acme-wh.co.ukWarehouse AdminActive
Danielle Okaford.okafor@acme-wh.co.ukWarehouse AdminActive
Gate — Goods Ingoodsin@acme-wh.co.ukGate / Check-inActive
Priya Nairp.nair@acme-wh.co.ukViewerInvited
Step 05
Invite your
suppliers & carriers
Add the companies that deliver to you and the carriers that collect from you. Each one gets an invite email with a unique booking token — that token is their key to your booking portal. No shared logins, and no supplier can see another supplier's activity.
app.docksync.app/suppliers
Dashboard
Bookings
Calendar
Bay Management
Suppliers
Operating Schedule
Reports
Users
My Account
Suppliers & Carriers
+ Add Company
CompanyContactTypeTokenBookingsStatus
ZeptoRohan MehtaDeliveryDg3Z95gk2Active
AmazonClaire DawsonDeliverya7Kp2Lm97Active
Optiver FreightMark EllisonCollectionOp88xQ2v5Active
Boxes LTDJohn DaltonDeliveryBx41mL0a4Active
Surya ElectronicsSuraj PatelDeliverydYvDxLCv3Active
Tesla LogisticsMike ShawCollectionA2Mmy8aA0Invited
Supercool Cold ChainAna RuizCollectionSc09PpZ16Active
Step 06
They book a
delivery or collection
The supplier or carrier opens their link, chooses whether it's a delivery or a collection, picks a date, and selects one or more 30-minute windows for longer jobs. They add a pallet count and upload paperwork. There is no login on their side — the token does the work, and your rules are enforced the whole way through.
Booking type
📦 Delivery
🚚 Collection
Booking Token
Dg3Z95gk
Pallet Count
24
Delivery Document
📄 delivery-note-jul.pdf
Uploaded
Date & time
Date
Wednesday, 8 July 2026
Time slots (30-min windows — select multiple)
08:30
09:00
09:30
10:00
11:00
11:30
12:00
12:30
13:00
13:30
14:00
14:30
2 slots selected · 11:00 – 12:00 (1 hour)
How the portal works
Suppliers and carriers only ever see windows that fit your operation. Anything outside your operating hours, inside a restricted period, on a blackout day, or on a fully-booked bay is hidden automatically — so they can't book something that doesn't work for you.
Deliveries and collections
No supplier login
30-minute windows
Document upload
Rules enforced automatically
Step 07
Review &
approve
Every request lands as a Pending Action on your dashboard, and you get an email too. Open it to see the full picture — company, type, bay, pallet count, time slot and paperwork — then approve or reject in one click. The supplier is notified immediately either way.
Admin receives
New delivery request — Zepto
24 pallets · 8 Jul 11:00–12:00 · delivery note attached
Just now
Supplier receives on approval
app.docksync.app/bookings
Pending Actions
BK-72 — Zepto
B2 · 24 pallets · 8 Jul 11:00–12:00
Delivery
✓ Approve
✕ Reject
IDCompanyTypeBayStatusSchedule
BK-70AmazonDeliveryB1CompletedOn Track
BK-69OptiverCollectionB3ApprovedOn Track
BK-66SupercoolCollection–Cancelled–
Step 08
See it all on the
calendar
Every approved booking lands on your calendar automatically, colour-coded so deliveries and collections are instantly readable. Switch between month, week and day, and see your whole dock at a glance — no more cross-referencing an inbox against a whiteboard.
app.docksync.app/calendar
Dashboard
Bookings
Calendar
Bay Management
Suppliers
Operating Schedule
Reports
Users
My Account
today‹›
July 2026
monthweekday
Mon
Tue
Wed
Thu
Fri
Sat
Sun
29
30
10:30a Tesla
1
09:00 Boxes LTD
2
13:00 Surya
15:30 Optiver
3
08:30 Amazon
4
5
6
11:00 Zepto
14:00 Supercool
7
09:30 Amazon
8
11:00 Amazon
16:00 Optiver
9
10:00 Boxes LTD
10
12:00 Surya
15:00 Tesla
11
12
13
08:30 Zepto
14
11:30 Amazon
15
14:00 Supercool
16
09:00 Boxes LTD
17
13:30 Optiver
18
19
20
10:00 Amazon
21
12:00 Surya
22
15:00 Tesla
23
08:30 Zepto
24
11:00 Supercool
25
26
27
09:30 Amazon
28
14:00 Boxes LTD
29
10:30 Optiver
30
13:00 Surya
31
16:00 Tesla
1
2
DeliveryCollectionCarrier collection
Step 09
Driver arrives.
QR check-in.
Print your unique QR code, laminate it, and put it at the gatehouse. The driver scans it with any phone camera — no app to download. They enter their name, vehicle registration and booking token; DockSync matches it to the booking, confirms the bay, and logs the exact arrival time automatically.
Download the code from My Account → QR Code. One code covers your whole site — every scan is matched to the driver's booking token.
No app download
Any smartphone camera
Arrival auto-logged
Works for collections too
My Account → QR Code
DOCKSYNC Driver Check-In
Welcome to Acme Warehouse. Please complete check-in below.
Driver Name
John Smith
Vehicle Registration
AB21 XYZ
Mobile Number
+44 7700 900472
Booking Token
Dg3Z95gk
✓ Bay B2 confirmed
Arrival logged: 11:04 AM
Step 10
Text the driver
from the dashboard
The moment a driver checks in, a text button appears next to their booking under Actions. Tap it to send an SMS straight to the mobile number they entered at the gate — tell them which bay to pull onto, ask them to wait in the marshalling area, or let them know you're running behind. No radios, no walking out to the yard.

The text action is only available once a driver has checked in — that's how DockSync has their mobile number to message.

app.docksync.app/bookings
Deliveries
Booking IDCompanyBayTime SlotStatusActions
BK-72ZeptoB211:00 – 12:00Checked in
BK-70AmazonB109:30 – 10:00Completed
BK-68Surya ElectronicsB413:00 – 13:30Approved
Text button shows only on checked-in bookings
John Smith · Zepto
+44 7700 900472 · SMS
Today 11:06
Hi John, you're checked in for Bay B2. Please wait in the marshalling area — we'll call you forward in about 10 minutes. — Acme Warehouse
Thanks, will wait by the gate 👍
You're clear to pull onto B2 now.
Step 11
One tap to mark it
unloaded or collected
When the job's done, hit the green tick next to the booking in Bookings. That marks the delivery as unloaded (or the collection as collected), stamps the completion time, and records the turnaround. Your KPIs, bay availability and supplier stats all update instantly — no separate paperwork.
app.docksync.app/bookings
Live bookings — tap ✓ when the load is done
Booking IDCompanyTypeBayTime SlotStatusMark done
BK-72ZeptoDeliveryB211:00 – 12:00Checked in
BK-71Optiver FreightCollectionB310:30 – 11:00Checked in
BK-70AmazonDeliveryB109:30 – 10:00Completed✓ 09:58
Tap ✓ on BK-72 → status becomes Completed, unload time logged (24 mins), bay B2 freed.
Step 12
Your dashboard,
live
Everything flows back to one screen. Headline numbers, a live view of every bay, and a running notification feed that updates the instant a driver checks in, a booking is created, or a slot is cancelled. Walk in each morning and know exactly where the dock stands — no chasing, no guesswork.
app.docksync.app/dashboard
Dashboard
Bookings
Calendar
Bay Management
Suppliers
Operating Schedule
Reports
Users
My Account
Dashboard
Avg Unloading Time
180 mins
Incoming Today
0
Pending Actions
6
Missed Booking
0
Approved Bookings
0246
Bay status
Bay
Bookings
Status
B1
0
On Track Available
B2
1
On Track Available
B3
0
On Track Available
B4
0
N/A Available
B5
0
N/A Available
B6
0
On Track Available
B7
0
N/A Available
Notifications
Mark all read
● Previous
Driver Checked In Apr 13, 2026
The driver has checked in for booking BK-70.
Booking Created Apr 13, 2026
Optiver created a new booking for 15:30–16:00 on Apr 13, 2026.
Driver Checked In Apr 13, 2026
The driver has checked in for booking BK-69.
Booking Created Apr 13, 2026
Optiver created a new booking for 16:00–17:00 on Apr 13, 2026.
Booking Cancelled Apr 10, 2026
The booking made by Supercool has been cancelled.
Step 13
Manage suppliers &
carriers on real data
This is where it all pays off. Click any company in the Suppliers tab to open their full record — total bookings, completed deliveries, missed slots, and a booking-by-booking history of both deliveries and collections, with drivers, bays, unloading times and check-ins. Walk into a supplier review with the numbers already in front of you.
app.docksync.app/suppliers
Zepto
sunnyu391+supplier1001@gmail.com
×
Total Bookings
2
Completed Deliveries
1
Missed Booking
0
Historical Bookings
Booking IDBayPallet CountBooking DateTime SlotCompleted AtTypeStatus
BK-46–100Apr 8, 202604:04 PM – 04:04 PM–DeliveryCancelled
BK-47B1120Apr 8, 202604:04 PM – 04:04 PMApr 08, 2026 04:04 PMDeliveryCompleted
Delivery History
Booking IDDriverBayUnloading TimeCheck-in DateCheck-in TimeSchedule
BK-46–––––On Track
BK-47P. KumarB131 minsApr 8, 202603:04 PMOn Track
Collection History
Booking IDDriverBayUnloading TimeCheck-in DateCheck-in TimeSchedule
No collections recorded for this supplier

A carrier's record works the same way — their jobs appear under Collection History instead, so you can hold collections to the same standard as deliveries.

Step 14
Reports &
CSV export
Every booking, check-in and unload is captured automatically, so Reports is always current. See on-time and completion rates across your whole network, spot the suppliers who need a conversation, and export the lot to CSV for your own reporting or a QBR pack. No spreadsheets to maintain by hand.
app.docksync.app/reports
Supplier & Carrier Performance
⇩ Export CSV
On-time and completion metrics across your network
TokenCompanyTypeBookingsLatest ActivityOn-time %Completion
a7Kp2Lm9AmazonDelivery78 Jul 202696%100%
Op88xQ2vOptiver FreightCollection58 Jul 202690%80%
Sc09PpZ1Supercool Cold ChainCollection66 Jul 202667%83%
Bx41mL0aBoxes LTDDelivery42 Jul 202675%50%
Dg3Z95gkZeptoDelivery28 Apr 2026100%50%
dYvDxLCvSurya ElectronicsDelivery31 Jul 2026––
A2Mmy8aATesla LogisticsCollection0–––

That's the full loop. Invite → book → approve → check in → text → mark complete → report. Once it's running, DockSync keeps the record for you — and every supplier conversation starts from data, not memory.

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