Schedule and run shifts

When service is planned ahead, such as a Tuesday lunch or a weekend crew, you schedule it as a shift on the Planner. You build a roster, publish it, and walk the shift through its stages on the day.

Create a shift

1. On the Planner, press New shift.

2. Pick a Role, set Starts and Ends, and set how many people you need under Needed.

   Add a Title, Location, or Supervisor if it helps. All three are optional.

3. Press Create shift.

Build the roster

Open the shift and switch to the Roster tab. Press Assign person to add people. Coverage shows as assigned / needed so you can see when a shift is still short.

Move the shift through its day

From the shift's footer, walk it through its stages: Publish a draft to open it up, Lock roster once the crew is set, Start when the shift begins, and Complete when it's done. Cancel asks for a reason and closes the shift to new signups. It does not take anyone off the roster or tell them, so let the crew know yourself.

On each roster row you can Confirm a person, mark them Attended to write an hour entry, Start check-in for a live timer, or record a No-show.