Quick answers
Short answers to the questions people ask most, each linking to the guide it comes from.
What do I set up before adding shifts?
For admins
Customers in CRM, shift roles, locations and their rates, qualifications, teams, and the duty manager phone if you use lone worker check-ins. See Getting started with Staffing.
Where do shift pay rates come from?
For admins
From the rates on each location, by shift role. They're filled in when you add a shift there, and you can change them on the shift. See Getting started with Staffing.
How do I share a shift with only some workers?
For members
Put them in a team in Staffing › Teams, then choose which teams can see the event or shift. See Getting started with Staffing.
Why can't workers see my shift?
For members
It has to be published first. Also check which teams it's shared with. See Events and shifts.
How do I confirm workers?
For members
Open the shift and select Manage. Tick people who've applied, then select Assign Workers. See Confirming workers on a shift.
How do I book an agency?
For members
Add the agency, add its shifts to the event, then select Send to agency. The agency accepts and names its people in its portal. See Working with agencies.
The agency replied by email. What do I do?
For members
Select Record reply on the shift. If they sent names, use Add names to paste them or upload a CSV. See Working with agencies.
Why won't more agency names go in?
For members
You can't add more names than places booked. Add places to the shift first. See Working with agencies.
Can an agency name be changed?
For members
Until that person signs in on the day. Then it locks, and every change is in the event log. See Working with agencies.
How do lone worker check-ins work?
Reminders start 10 minutes before each hour. If someone hasn't checked in by 10 past, the duty manager gets a text and a call. There are none in the first hour of a shift. See Lone worker check-ins.
How do I get reminded about a qualification?
For members
Open its alert on the Staffing dashboard and select Add to my digest. See Qualifications and alerts.
Updated 2026-10-24