Build & publish the schedule

Before you start: locations & roles

Every shift belongs to a location, so add at least one in Settings → Locations first. Roles (Barista, Cook, Shift Lead) are optional but make the grid readable — add them in Settings → Roles.

Creating shifts

On Schedule, pick a location and week. Click an empty cell to open the shift editor — choose the person (or leave it open), a role, the start and end time, and any notes. Below the medium breakpoint the grid becomes a tap-friendly day-by-day agenda; use Add shift there.

Assigning & moving

Drag a shift card onto a different person or day to reassign it. Drop it on the Open row to leave it unfilled — those become open shifts your crew can claim once you publish.

Conflicts & availability

Daypart warns you as you build: overlapping shifts for the same person, shifts that fall outside someone's set availability, and shifts during approved time off. The warnings are advisory — you can still schedule over them when you need to.

What “Publish” does

Until you publish, the week is a draft only your management team sees. Hitting Publish:

• flips the week's draft shifts to live;
• notifies everyone you scheduled (in-app, plus email per their preferences);
• turns any unassigned shifts into Open Shifts the team can claim.

On Free, you can publish the current week and next week. Building drafts, copying a week, and unpublishing work for any week — but publishing two or more weeks ahead is part of the Team plan.

Day-level events

On Team and Business plans, an Events row sits above the schedule for day-level notes across five kinds — Event, Promo, Holiday, Closure, and Note. Your team sees them as read-only chips so everyone knows about the Saturday rush or the holiday closure.

Print & export

Use the print view for a clean week or month sheet to post in the back. On the Business plan, you can also export shifts and time off to CSV for payroll.

Next: how your team handles swaps & time off.