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Creating and managing bookings for different user levels

Bookings Overview

Describes how users create bookings in Logixboard

Creating a Booking

Duplicate existing shipment details to create a new booking

Booking Creation from Existing Shipment

Admins or operators can create bookings on behalf of your client

Admin & Operator Booking Creation

Customers can create bookings directly in Logixboard

Customer Booking Creation

Create bookings in Logixboard as an agent/external party

Agents User Booking Creation

Use the share form option to create bookings without a LXB login

Third-Party Booking Creation

Save As Booking In CargoWise

Agent Booking Visibility

Support Team

Create and manage bookings in one centralized portal

Bookings

How-To Guides

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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