Recurring Appointments: Set the Weekly Pattern Once

If you visit the same warehouse at the same time every week, save it as a recurring series: Yardor books the appointments for you a few weeks ahead, and you can skip, reschedule or cancel any single visit without touching the rest.

Some runs never change: the same warehouse, the same load type, every Monday and Thursday at 8 in the morning. Booking those one by one wastes time every week. A recurring series saves the pattern once — warehouse, load type, days of the week, time and a start and end date — and Yardor turns it into real appointments for you, a few weeks ahead at a time. Each generated appointment is an ordinary appointment in every way: the warehouse confirms it the usual way, and it counts toward the same dock capacity as a one-off booking, so a series can never take a slot that a one-off booking would have been refused.

Create a series#

1. In the carrier portal, open “Recurring appointments”.
2. Under “New recurring series”, pick the warehouse. The list shows the warehouses you already work with — a series always uses that warehouse’s published time slots.
3. Pick the load type, tick the days of the week, and set the time of day.
4. Set the first date. The last date is optional — leave it empty if the run has no planned end.
5. Optionally fill in the driver and a reference number — they are copied onto every appointment the series books. Then click “Create series”.

As soon as the series is created, Yardor books the appointments for the next few weeks (about four weeks ahead). It keeps topping the series up as time moves on, so there are always a few weeks of visits booked — you never need to book the far future by hand, and far-away dates are never booked before the warehouse’s own booking window allows them. If one date cannot be booked — the slot is full that day, or the warehouse is closed — only that date is affected: it is listed on the series with the reason, and Yardor keeps retrying it as the window moves, for example after another appointment is cancelled and the slot frees up.

Skip, reschedule or cancel a single visit#

A series never locks you in. Every generated appointment can be handled on its own, exactly like a one-off booking:

• Skip a date: open the series, find the date under its booked dates and choose “Skip this date”. That visit is cancelled (or never booked, if it was still ahead), and Yardor will not book that date again. Every other date in the series stays exactly as it was.
• Reschedule one visit: series appointments appear in “My appointments” with a “Recurring” badge. Open the one you want to move there and use the usual reschedule action — only that visit moves.
• Cancel one visit: cancel it from “My appointments”, the same as any other appointment. A cancelled date is not rebooked by the series.

Pause, end, or change the end date#

• Pause stops new appointments from being booked. Appointments already booked stay as they are. Resume at any time and Yardor catches up on the coming weeks.
• End series closes the pattern for good — no new appointments are booked, and an ended series cannot be restarted (create a new one if the run starts again). Appointments already booked are not cancelled by ending the series.
• Change the end date on the series itself to extend or shorten the run. The weekly pattern — days, time and load type — cannot be edited after creation, because quietly rewriting it would change visits you already planned around. To change the pattern, end the series and create a new one with the new pattern; appointments already booked keep the old pattern’s times.

What the warehouse sees#

To the warehouse, a series appointment is simply an appointment: it arrives for confirmation the usual way and shows in their appointment list and calendar with a “Recurring” badge, so they can tell it came from a regular run. The warehouse does not manage your series — pausing, ending and skipping stay on your side.

Yardor features used in this article#

• Carrier portal → Recurring appointments (create a series: warehouse, load type, days of the week, time, first and last date)
• Recurring appointments → Pause / Resume / End series, and editing the end date
• Recurring appointments → a series’ booked dates → Skip this date
• Carrier portal → My appointments (series appointments carry a “Recurring” badge; reschedule or cancel a single visit there)
• Warehouse console → Appointments and Calendar (“Recurring” badge on series appointments)