What's the quickest way to get set up?
Follow the setup guide on your dashboard. This order works well for a new venue.
- Venue details: name, address and timezone.
- Shifts: the named shifts you roster, with start and end times.
- Roles and departments: the roles your staff can have.
- Staffing: how many of each role every shift needs.
- Add your team, by hand or by importing a spreadsheet.
- Operating schedule and WhatsApp notices: when availability is asked for and which messages go out.
- Go live. Welcome messages go to your staff only when you press Go live.
Can I look around before I sign up?
Yes. The demo gives you a full dashboard with made-up staff and a made-up venue. Nothing you do there messages anyone, and each visit gets its own fresh copy.
Why haven't my staff received a welcome message?
Welcome messages are sent when you press Go live at the end of setup. Until then the venue is a draft and nothing is sent to staff.
Can I change shifts or staffing numbers later?
Yes, any time, in Settings. Changes apply to rosters you build from then on, not to ones you've already made.
How do I add another manager?
Go to Team, add a person with a manager role and choose their access level. They get an email invite to join your venue. A second manager means requests don't wait on one person being online.
I manage more than one venue. How do I switch?
Click the venue name at the top of the left sidebar. You'll see all your venues, pick one or add a new one. Check the name before changing a setting.
Not here? Email cameron@opshifts.com.