Warehouse Settings: Notifications, Reminders, Gate, Blocklist, Verification, Team and Billing

The Settings page runs your warehouse’s everyday rules in eight tabs — Notifications, Reminders, Gate & walk-ins, Blocklist, Auto-approval, Driver verification, Team & tiers, and Billing & upgrade. Each tab saves on its own, and only an admin can change them.

Open Settings in your warehouse console (Facility settings group). The page is organised into the eight tabs named above; switching tabs never loses what you have typed in another tab, and each tab has its own Save, so changing one group never touches the others. One rule covers the whole page: these settings are an admin’s job. If you are not an admin, you can open every tab and read it, but the fields are locked — ask an admin when you need a change.

Notifications tab: notification emails and late-report options#

• Appointment notification emails — the addresses that receive email updates about appointment activity. List more than one address separated by commas.
• Driver late-report options — the delay lengths, in minutes, that a driver can pick on their check-in link when running late. Enter your own list separated by commas — for example 15, 30, 60, 120 — and keep them realistic for your dock: these are exactly the choices drivers and carriers will see.

Reminders tab: when carriers are reminded#

A reminder tier is a moment, in whole hours before a confirmed appointment starts, at which Yardor emails the carrier a reminder. Use “Add a reminder” to add a moment (up to four tiers, up to a week ahead), set its hours, and tick it on or off — an unticked tier is paused, not deleted, and the Remove button deletes a tier. Each tier fires at most once per appointment, so a carrier never gets the same reminder twice. Turn every tier off (or remove them all) and reminder emails stop. If you have never set this up, the standing default applies: one reminder, 2 hours before the appointment.

Gate & walk-ins tab#

• Walk-ins without an appointment — “Allow walk-ins” lets the gate create a same-day appointment on the spot for a driver who arrives without one; “Appointment only” means the gate creates no same-day appointments.
• Phone verification on self check-in — Off, Optional or Required: how strictly a driver checking in by themselves must verify their phone.
• Pending verification expiry (hours) — between 1 and 168 hours. Self check-ins and other queue items waiting for verification longer than this are marked expired for the gate team, so nothing waits forever unnoticed.

Blocklist tab: the gate blocklist#

Blocked drivers and vehicles cannot register at your gate. Add an entry with “Add to blocklist”: identify the driver or vehicle by phone, plate, licence number or driver name, write the reason, and choose the scope — the whole organization, or just this facility. The driver who is blocked sees only a plain message to contact the warehouse; the reason stays on your side. Entries also land here when a visit is rejected at the gate with “block” chosen, so this list is the full picture. Each entry shows how many times it has already stopped someone; “Remove” releases an entry when the block should end.

Auto-approval tab#

This tab holds the auto-approval policy: whether it is on, which checks a booking must pass, and which carrier relationships are in scope. The whole feature — how it works, the review sample, and its accuracy numbers — is covered in the “Auto-Approval” article; this page is where the policy itself is set and saved.

Driver verification tab: your verification policy#

This tab is one form that sets how this facility verifies drivers before they arrive; the whole policy saves together, and new verifications follow the policy as saved here. Verifications under this policy are recorded against the appointment — the policy is about what is checked and when, and your reviewers work the results in the Driver verification queue.

• Requirement — Off (no verification), Optional (drivers may verify), or Required before arrival.
• Default level — Standard or Enterprise, the level a new verification starts at.
• Deadline — how many minutes before the appointment the documents must be in (a whole number from 0 to 720), with a separate switch to make the deadline strict, so late submissions no longer count.
• Who must verify — all drivers, new drivers only, or named carriers only (list their carrier IDs, one per line). Two more switches: accept a verification the driver already passed at another facility, and re-verify for every appointment instead of once.
• Gate code and extra documents — you can require a one-time code at check-in (the gate attendant texts the code and keys in what the driver reads back before confirming entry), and add extra documents to ask for, such as the insurance certificate or vehicle photos.

If no policy has been saved for this facility yet, the page says so and the defaults shown are what applies until you save your own.

Team & tiers tab: who is on your team#

This tab lists your team accounts with each member’s role: Admin (can change settings and the team itself), Supervisor, Staff, and Gate (the gate screen only — see the gate article). An admin invites a teammate by email, choosing the new member’s role; the free plan limits how many accounts you can have, and the tab shows the limit you are working within. Removing a member takes away their sign-in to this warehouse — the page asks you to confirm, naming the person, before it happens.

Billing & upgrade tab#

The last tab is short: your plan, and the upgrade entry. Upgrading keeps the same warehouse, docks and appointments — it is an in-place move up to Docklify with no data migration — and the button takes you to the Upgrade page, which explains it and hands you over to Docklify to finish. See the onboarding and upgrade article for the full picture.

Below the tabs: Device Hub#

At the bottom of the Settings page sits a card for Yardor Device Hub — the free desktop app that connects a label printer and a scale at this warehouse. Its button opens the public download page; see the Device Hub download article for the install and pairing steps.

Yardor features used in this article#

• Warehouse console → Settings → Notifications (notification emails; driver late-report options) and Reminders (up to four tiers)
• Settings → Gate & walk-ins (walk-ins; phone verification; pending verification expiry 1–168 hours) and Blocklist (add / remove, scope, hit counts)
• Settings → Auto-approval, Driver verification (requirement / level / deadline / scope / gate code / extra documents), Team & tiers (invite, roles, remove), Billing & upgrade