How to Set Up Your SIP Scheduler Account - Warehouse Scheduler Guide
Learn how to set up your SIP Scheduler account in minutes in Warehouse Scheduler. Get your warehouse scheduling system running quickly with our step-by-step setup guide. Step-by-step guide with screenshots and best practices.
Prerequisites
- A valid business email address
- Basic warehouse information (address, operating hours)
- List of team members to invite
- Initial carrier companies to add
What you'll learn
- Create and verify your SIP Scheduler account
- Configure warehouse operating parameters
- Set up your team with appropriate roles
- Add carrier companies to enable bookings
Create your account
Start by signing up for your SIP Scheduler account
Begin your journey with SIP Scheduler by creating your warehouse admin account. This account will have full access to all features and settings.
After creating your account, you'll receive a verification email. Click the link to activate your account and proceed to the next step.
💡 Tip: Use a company email address that your team recognizes. This will be the primary contact for all system notifications.
Configure warehouse settings
Customize your warehouse operations to match your needs
Configure your warehouse settings to define how carriers can book appointments. These settings can be adjusted anytime as your needs change.
Operating Hours
Set your warehouse receiving hours
Time Slot Configuration
Define appointment slot duration and capacity
💡 Tip: Start with conservative settings - you can always increase capacity later as you get comfortable with the system.
⚠️ Warning: Changes to operating hours won't affect existing appointments. You'll need to reschedule any affected bookings manually.
Invite team members
Add your warehouse staff to the system
Build your team by inviting warehouse staff members. Each user can be assigned specific roles based on their responsibilities.
Send Team Invitations
Pending Invitations
• jane.smith@warehouse.com - Warehouse Guard
Understanding Roles:
- • Warehouse Admin: Full system access, can manage all settings
- • Warehouse Guard: Can validate appointments and check carriers in/out
- • Warehouse Staff: Can view appointments and basic operations
💡 Tip: Send invitations to key team members first. You can always add more users as your team grows.
Add carriers
Invite carrier companies to start booking appointments
Complete your setup by adding carrier companies. They'll receive invitations to create their accounts and can immediately start booking appointments.
Add New Carrier
🎉 Congratulations!
Your SIP Scheduler account is now fully configured. Carriers can start booking appointments as soon as they accept their invitations.
💡 Tip: You can bulk import carriers from a CSV file if you have many to add. Check the carrier management guide for details.
Why Choose SIP Scheduler?
The most comprehensive warehouse scheduling solution in the market
Save 10+ Hours Weekly
Automate scheduling tasks and eliminate manual coordination
Enterprise-Grade Security
Role-based access control and comprehensive audit trails
Seamless Collaboration
Connect warehouses, carriers, and drivers in one platform
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Put your new knowledge into practice with SIP Scheduler