Help & getting started

For owners and managers

1. Set up your workplace. On first sign-in you'll be asked for your workplace name, your team, and your operating days and holiday rules. You can change all of it later under People → Staff.
2. Add your team. Either add staff directly with a temporary password, or send an invite link by email or WhatsApp so they set their own password.
3. Build the rota. Go to Rota → Schedule. Tap a day to add shifts, or use "Apply default hours" to fill a whole month from each person's usual weekly hours. Templates let you reuse a good week.
4. Publish and send. Rota → Send emails the rota to everyone. If any email fails you'll get a one-click "Resend failed emails" button.
5. Handle requests. People → Requests shows time-off, swap and shift-change requests with approve/reject buttons and each person's remaining holiday balance.

For staff

• My shifts shows your next shift and the coming four weeks.
• Clock in / out from the same screen. If you're away from the workplace you'll be asked for a reason, and possibly a photo.
• Time off, swap and change requests are on the Requests screen. Pick the exact days you want and your manager gets a notification.
• Cover lists open shifts nobody is booked for — claim one if you want the hours.

Common questions

Someone has left. What do I do?

Open People → Staff, tap the person, and choose "Archive". They disappear from the rota and pickers but their past shifts and pay records stay intact for your reports.

Can I print the rota?

Yes — the Rota screen has a Print button that prints just the calendar, with the buttons and navigation stripped out.

Can another person manage the rota?

Owners can grant "Full access" to any staff member from their profile in People → Staff. Every change to access is recorded in the access history.

Staff aren't getting emails.

Ask them to check spam first. On the Send screen, any failed deliveries show a warning strip with a resend button.

Still stuck?

Get in touch on the contact page and we'll help.