Set up your schedule

1. Create your account

Go to Start your free trial. Type the name of your business or department, your name and your work email. We email you a 6-digit code. There is no password. The trial lasts 7 days and needs no card.

2. Pick how to start

The first screen asks how you want to start:

• Start from a template. Pick the template closest to your business, for example Restaurant, Retail, Call centre or Nursing unit. Typical areas and shifts are filled in for you.
• Start blank. Add your own areas and shifts. Good for a small team or a business that is not like any template.
• Upload your spreadsheet. Upload the Excel (.xlsx) or CSV file you plan shifts in today. We read your people, codes, colours, notes and a few weeks of history, and ask about anything we cannot work out. See Import your spreadsheet.

3. Answer the setup questions

A few short steps follow. Each one is filled in from your choice, and you can change, skip or go back. Nothing is saved until you press Create at the end.

1. Your business: the day your schedule starts, how many weeks each schedule covers, and your pay period.
2. Teams: say you are one team, or name your teams (for example Front of house and Kitchen).
3. Areas: the places or roles people work in, and how many people each one needs.
4. Shifts: names and usual hours.
5. Time off: your time off types, such as Vacation and Sick.
6. People: paste your list, or skip and add people later.
7. Rules: tick the suggested rules you want and change their numbers.
8. Review: check everything, then Create.

Want to see it working first? Use Show me with sample people. Sample people are marked "Sample", have no login and are free. Remove them with one button when you are ready.

4. Next steps

Home now shows your next step. Usually it is Draft my first schedule. Read Draft a schedule next.