Onboarding: Set Up Your Warehouse — and Upgrading When You Outgrow the Free Plan
The Onboarding wizard takes you from a claimed listing to a bookable warehouse in three steps: facility profile, docks and doors, done. And when the free plan is no longer enough, the upgrade keeps the same warehouse, doors and appointments — nothing migrates.
The wizard, in three steps#
Open Onboarding from the console menu (Facility settings group), or from the “To finish setting up” card on the Overview. The wizard has three steps, and you can move between them freely — progress is read from your real data, not from the wizard, so leaving halfway and coming back later loses nothing.
- Facility profile — say what your facility handles: services, capabilities and hours. The step’s button takes you to the Facility profile page; fill it in and publish, then come back. This is what carriers read before they book.
- Docks & doors — add at least one dock door, with its schedule. No doors, no bookings: a carrier can only book a slot at a door that exists. The step’s button takes you to Docks & schedule.
- Done — when both steps are complete, the wizard says so and sends you to the Overview. Your warehouse is ready to take bookings.
The wizard is skippable on purpose: nothing forces you through it in one sitting. But until both data steps are done, the Overview keeps its to-do card, and carriers cannot do much with a listing that has no profile or no doors.
After setup: the everyday settings#
Once the wizard is done, the day-to-day configuration lives in three places: Capacity & rules for how much you take and under what booking rules, Reservations for slots you hold back, and Settings for notifications, reminders, the gate, your team and your plan. Each has its own article in this Help Center.
When the free plan is not enough#
The Overview’s usage card shows your free limits — facilities, dock doors, appointments per month, accounts, and the yard figures. When you keep hitting one, open the Upgrade page (from the usage card, or from Settings → Billing & upgrade). Upgrading means moving up to Docklify in place: the same warehouse, the same docks, the same appointments — there is no data migration and nothing to re-enter. The Upgrade page explains this and its button takes you to Docklify to complete the move there; Yardor itself does not quote prices for it.
Yardor features used in this article#
- Warehouse console → Onboarding (Step 1 Facility profile / Step 2 Docks & doors / Step 3 Done)
- Overview → To finish setting up card; Free plan usage card → upgrade link
- Warehouse console → Upgrade page (in-place upgrade to Docklify, completed on the Docklify side)