Key Points
Build your week your way - copy last week, tweak another week, or start fresh
Quickly create and duplicate shifts to save time
Filter by staff or role to focus on what matters
Add notes for the week, so your team knows what’s going on
Publish your roster and send it out to the team in a couple of clicks
Detailed Steps
Head to Staff > Shifts to create or view your roster.
Starting your weekly shifts
First things first - select the week you want to work on.
Use the arrows to move between weeks, or jump ahead if you're planning early.
When you land on a fresh week, you’ve got three easy options:
Copy last week – perfect for your regular rhythm
Copy another week – great for matching similar patterns (events, holidays, chaos)
Start from scratch – clean slate, no baggage (First time setup? This will be your choice)
Using the Calendar + Filtering
The calendar is your control centre.
Switch between days to zoom in on what matters
Filter by role or staff member to cut through the noise
Start broad, then narrow it down as your roster takes shape
The Shift screen layout
Once you're in, here’s what you’re looking at:
Calendar and filters up top left
Buttons to delete the roster or add shifts top right
A quick snapshot of estimated wages vs revenue (this fills out over time)
A weekly breakdown of hours and costs (also fills out over time)
Your schedule laid out day by day
Notes section down the bottom for team comms
Creating a Shift
There are two ways to add a shift in:
Option 1: Hit the + Add Shift button
Option 2: Click and drag across a time slot in the day
Then:
Select the day
Set start and end times
Choose a role
Assign a team member
Hit Save and you’re done - shift added.
For this example - Penny will be on shift for Mon 25th May, 8am-1:45pm.
How to duplicate a shift
Got a good shift you want to reuse? Easy.
Click into the shift
Select Duplicate
Adjust the day or details
Hit Save
Perfect for repeating patterns without redoing the work.
Roster Notes
Got something the team needs to know?
Drop it into the Notes section at the bottom of the page.
“Quiet Monday - one on bar”
“Big booking at 12 on Wednesday”
“Be nice to Dave, he’s learning ☕”
These notes go out with the roster, so everyone’s on the same page.
Week Breakdown
As you build your roster, below the notes section, you’ll see a live breakdown of:
Shifts per day
Total hours
Estimated wage costs
It’s your quick gut-check before you send things out, so there's no surprises later.
Publishing your Weekly Schedule
When everything’s looking good:
Hit Publish
Review your team list
Check who’s confirmed their email (or who needs a nudge and a manual reach out)
Then press Publish again and send it out.
Press Done on the success message.
Your team will:
Receive their shifts via email
See notes and schedules
Be ready to roll for the week
And your shifts will show up in the Till for the days they’re working.
There is a link to the Roster In the Published section, along with a quick copy.
Troubleshooting
My roster looks empty
→ Check you’re on the right week - easy one to missI can’t see any staff
→ Make sure shifts are created, or remove filtersShifts aren’t showing for the team
→ Double check you’ve hit Publish (not just saved)Someone didn’t get the roster
→ Check their email is confirmed in the publish screen and send them the direct link













