How to create a schedule?

Adding a Shift

Creating schedules and sharing them with your team is a great way to optimize business operations. EasyTeam allows you to quickly create, share, print, and view your schedules directly in Shopify POS in a few simple steps.

➡️ Go to the Schedules screen.

The default view of employee schedules shows a single week, with each column representing a day of the week, and each row representing one employee.



➡️ You can switch between the weekly view and the monthly view using the drop-down on the top-right side of the screen.



➡️ Use the date picker to choose a week.



➡️ Move your cursor to the correct date column.

➡️ When hovering over an empty location in the weekly view, a '+' button will appear. Click the button to add a shift for this employee on this date.



When using the Monthly View, simply click on an empty space in the day where you want to create a shift.

To add a shift on a date when a shift already exists, read How to create multiple shifts in one day?

➡️ Set the Start time, End time, and location of the shift.

Dates and times will match your location's time zone settings.



➡️ Optionally, select a color for the shift from the dropdown selection box.

➡️ Click on the Save button.

The new shift will appear on the correct date, inside the staff member's row. 📅



If you are managing multiple locations, we recommend using the location picker on the top-left to filter all information by location and streamline schedule creation.



If you have questions or need help setting up, don't hesitate to reach out. You can find the chat bubble in the bottom right corner ❤️

Schedule a 1-1 free setup meeting with our onboarding manager to get personalized assistance with EasyTeam.

Updated on: 27/08/2024