Share Bookings with Your Teammates

After a shipment is booked, carriers can share that booking with teammates so multiple users from the same company can manage it together. This makes it easy to involve dispatchers, operations staff, or other team members once a load is confirmed.

Written By Daniel Santos

Last updated 3 months ago

How to Share a Booking

To share a booking:

  1. Open the booked shipment

  2. Click the menu icon (three lines) in the top-right corner

  3. Select Share Booking with Teammate

  4. Choose one or more teammates

  5. Click Add Teammates

The booking is shared immediately.

What Happens After a Booking Is Shared

Once shared:

  • Both (all shared) users have the same access and control of the shipment

  • Teammates can view the shipment, chat with the shipper, and add status updates

  • There is no “read-only” mode; access is shared equally

This allows teams to collaborate without duplicating work.

How Shared Bookings Appear

For the teammate receiving the shared booking:

  • The shipment appears in their My Quotes list

  • The booking is marked as Shared

  • The initials of the user who shared the booking are displayed

This makes it clear who shared the shipment and avoids confusion.

When Sharing Is Most Useful

Sharing bookings is especially helpful when:

  • Dispatching loads after booking

  • Handing off shipments between team members

  • Coordinating updates across operations and after-hours staff

  • Ensuring coverage if someone is unavailable

It keeps everyone aligned without forwarding emails or screenshots.

TL;DR

  • Sharing is possible only after a shipment is booked

  • Sharing gives teammates full access and control of the shipment

  • Shared bookings appear in the teammate’s My Quotes list

  • The sharer’s initials are shown for clarity

  • Sharing helps teams collaborate and manage loads efficiently

Sharing bookings ensures the right people have access at the right time, without slowing down execution.