Your setup path
Five steps from signup to your first schedule. Most owners finish in one session.
- 01
Create your account & organization
Sign up and name your organization. This workspace holds your team, locations, and schedules.
- 02
Verify your email
Confirm your email to activate the account and open your organization.
- 03
Choose your plan
Pick a plan by team size. Start on a free trial and keep configuring while you explore.
Free trial included. Setup continues without a sales call.
- 04
Set up your workspace and team
Create your first location and invite managers and workers.
- 05
Start managing schedules
Build shifts, assign workers, review the week, and publish when it is ready.
Success tips
Habits that make the first weeks smoother.
Add a location before you schedule
Each site gets its own schedule. Add your first location during setup, then create more from Locations as you grow.
Invite managers early
Managers can build schedules and approve hours with you. Invite them during setup so you are not doing everything alone.
Keep worker information up to date
Correct names, emails, and phone numbers keep invites and shift alerts from bouncing or going to the wrong person.
Review schedules before publishing
Scan assignments and hours for the week before you publish. A quick pass now saves confusion on the floor later.
Get workers on the mobile app
Workers see shifts, alerts, and time entry in the app. Confirm everyone can sign in before your first published week.
Approve hours before you export
Review submitted time entries each week. Approved hours roll into monthly totals when payroll or finance asks for them.