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Creating a Schedule Growth+This feature requires the Growth+ plan or higher

The schedule builder lets you plan who works when. You can assign shifts to individual staff members across the week, filter by location or role, and see every shift's status at a glance.

Getting to the Schedule​

  1. Click Staff in the left sidebar.
  2. Click Schedule in the Staff submenu.
  3. The page opens to the current week in Week by Staff Member view. The subtitle shows the exact date range, for example: "Showing schedule for week of 24 Feb – 2 Mar by staff member."

The weekly schedule grid showing staff members on the left, days of the week across the top, and shift blocks for each assigned shift

Understanding the Schedule Grid​

The schedule is laid out as a weekly grid:

  • Left column — each staff member is listed with their avatar and name. If a staff member has no shifts for the week, their row shows "No shifts assigned."
  • Top row — days of the week (Monday through Sunday) with the calendar date beneath each day header.
  • Open/Empty shifts row — appears at the top of the grid for shifts that have not yet been assigned to a specific staff member.
  • Bottom status bar — shows a live count of shift statuses for the week: Open, Unpublished, Published, and Updated.
  • Use the date picker at the top of the page to jump to any specific week.
  • Use the Select Location dropdown to filter the schedule to a single location.
  • Use the Role dropdown to filter shifts by staff role.
  • The View selector (currently "Week by Staff Member") controls how the grid is organised.

Adding a Shift​

You can add a shift in two ways:

Option A — Click the "+" button on an empty cell:

  1. Find the staff member's row and the day column where you want the shift.
  2. Click the + button that appears in that cell.
  3. The Add Shift panel slides open on the right.

Option B — Use the "+ Add shift" button:

  1. Click + Add shift in the top-right corner of the page.
  2. The Add Shift panel slides open.

The Add Shift panel open on the right side of the screen, showing fields for Assigned To, Location, Date, Recurring toggle, Start Time, End Time, Break toggle, and Shift Notes

Add Shift Fields​

Fill in the following details:

FieldDescription
Assigned toSelect a staff member from the dropdown, or choose "Assign later" to leave it as an open shift
LocationSelect which location this shift is at
DatePick the date for the shift using the date picker
Recurring shiftToggle Enable to set this shift to repeat on a schedule
Start timeThe time the shift begins
End TimeThe time the shift ends — the total duration is calculated and shown automatically
BreakToggle Enable to configure a break, then set the Break type, Break time, and Break payment
Shift notesOptional notes for the staff member

Once you have filled in the details, click Add to save the shift. Click Cancel to discard it.

Adding a Team Member to the Schedule​

If a staff member is not yet listed in the schedule grid:

  1. Scroll to the bottom of the staff list on the left.
  2. Click + Add Team member.
  3. Select the staff member to add them to the grid for that week.

Editing a Shift​

  1. Click on an existing shift block in the grid.
  2. The shift details panel opens.
  3. Update the fields you need to change.
  4. Click Save.

Deleting a Shift​

  1. Click on the shift block you want to remove.
  2. Click Delete in the shift details panel.

Checking Shift Status​

The bottom status bar always shows the current state of the week's shifts:

  • Open — shifts with no staff member assigned yet
  • Unpublished — shifts that have been created but not yet published to staff
  • Published — shifts that are live and visible to the assigned staff member
  • Updated — published shifts that have been modified since they were last published