How to Create a Schedule

Scheduling is the heart of your operations. Each schedule assigns team members to a location at a specific time. 📅

1

Open the Scheduling Module

Click Scheduling in the sidebar. All schedules are listed here with their status, location, team, and time details.

2

Fill in Schedule Details

Complete all fields:

💡

Pro tip: Assigned team members receive notifications in their mobile app.

📋 Form Fields

Field	Required	Description
Location	✅ Yes	Which location this shift is for. e.g. "Downtown Office Tower"
Date	✅ Yes	Date of the shift. e.g. "June 15, 2024"
Start Time	✅ Yes	When the shift starts. e.g. "8:00 AM"
End Time	✅ Yes	When the shift ends. e.g. "12:00 PM"
Team Members	✅ Yes	Assign one or more members. e.g. "Miguel Silva"
Notes	Optional	Special instructions for this shift. e.g. "Focus on conference rooms"

3

Save

Click Save. The schedule appears in calendar and list views.

ℹ️

Team members see the schedule on mobile.