To access your team's roster, navigate to Team in the left hand sidebar.
Select the Roster tab at the top.
All your current team members will appear here.
You can navigate between weeks using the date toggles at the top. Click This Week to be taken back to the current week.
To create a roster you can perform several different actions;
- Set regular shifts for a team member that repeat weekly
- Edit a particular day which will override any regular shifts
- Add a single shift (additional to regular shifts)
- Delete all shifts
Team member rosters determine their availability for bookings and are not linked to your business opening hours.
Set Regular Shifts
You can set regular shifts for a team member by clicking Actions OR any calendar day and selecting Set Regular Shifts from the dropdown.
Regular shifts will repeat weekly from the start date you have selected.
You can also choose whether to add an end date or not.
Setting an end date will allow you to create a new roster at regular intervals.
Use the checkboxes to add regular days. Then use the time selectors to create the shift for each of those days.
Once complete, click Set Regular Shifts.
Team members can be assigned multiple shifts on a single day. Click Add Hours + to add an additional shift.
Edit a Day
Click on any day you wish to edit and select Edit this day from the dropdown. The shifts that have been scheduled will appear and you can choose to delete a shift, add a shift or edit the times for each shift.
Editing a day will override any set regular shift times for that day only. Set regular shifts will continue as normal on all other days.
When complete, click Save Changes.
Add a Single Shift
On a day that has no shifts scheduled, you can add a single shift. This action affects this day only.
Use the time selectors to add in the times for the shift and add in multiple shifts for the day if required.
When complete, click Save Changes.
Delete all shifts
This action will delete all regular and single shifts that have been set for a team member from the current day onwards.
Enter your password to confirm this action and click Delete all shifts.
On Mobile
On mobile, go to Menu > Team > Roster.
Select the team member you wish to edit from the dropdown. Tap the + icon to add or edit shifts on a particular day.
Use the ... more icon at the top right to set regular shifts or delete all shifts.
