Creating your first store

A store is where you roster people. It can be a physical shop or cafe, a section of your business (like front of house and kitchen), or any team you want a separate roster for. Your first store is created in a short setup straight after you sign up, and you can add more any time from Stores with New store.

The setup (your first store)

The setup has three steps, shown along the top as Your store, Your team and First roster.

1. Your store: enter your Store or business name, then choose when it Opens and Closes. These set the hours shown on your roster. Open all night? Choose 12:00 AM for both. Click Create store.
2. Your team: for each person who works at the store, enter their First name, Last name and Email address and click Add to team. They appear in the Your team list (you're already on it, marked You). Each person gets an email to set up their account. Click Continue when you're done, or Skip for now to add people later.
3. First roster: click Start the roster for next week's date to open next week's roster and start building it, or Or go to your store to look around first.

Pay rates and weekly hours aren't asked for in the setup. Add them later on the store's Staff page.

If you leave part way through, the setup picks up where you left off next time. The verification email we send after sign up also brings you back to it with Set up your store.

Adding another store

1. Click Stores in the top bar (or the Stores tab on a phone).
2. Click New store at the top of the page, or the Add another store card under your stores.
3. Fill in the New store dialog:
   • Store name (required).
   • Address (optional).
   • Roles (optional): the jobs your staff do, separated by commas, for example Barista, Kitchen, Front of house. These appear in a dropdown next to each person on the roster.
   • Roster hours: the earliest start and latest finish shown on your rosters.
   • Description (optional): anything your team should know about this store.
4. Click Create store.

When the store is ready, click Add employees to go straight to its Staff page, or Go to the store.

You're automatically added to every store you create as a manager and an employee, so you can roster yourself too.

Changing roster hours later

Roster hours set the hours each new roster day starts with. To change the hours of a day, open the roster, open that day's menu and choose Change hours…. If you shorten a day, shifts that no longer fit are removed. See Using the roster editor.

The store's default roster hours can't be changed from the store's Settings page yet. If you need them changed for every future week, email [email protected].

Who can do this

Only owners can create stores (a brand new account can also create its first store). If you're a manager and need a new store, ask the business owner to create it and add you as a manager.

Related

• Adding your staff
• Store settings
• Running multiple stores