Scheduling
How to Create a Schedule
Step-by-step schedule creation guide.
Last updated June 4, 2026
Scheduling is the heart of your operations. Each schedule assigns team members to a location. 📅
1
Open the Scheduling Module
Click Scheduling in the sidebar. All schedules are listed here.
2
Open the Schedule Form
Click + Create Schedule. The form appears.
3
Fill in Schedule Details
Complete all fields:
💡
Pro tip: Assigned team members receive notifications in their mobile app.
📋 Form Fields
| Field | Required | Description |
|---|---|---|
| Location | ✅ Yes | Which location this shift is for. e.g. "Downtown Office" |
| Date | ✅ Yes | Date of the shift. e.g. "June 15, 2024" |
| Start Time | ✅ Yes | When the shift starts. e.g. "8:00 AM" |
| End Time | ✅ Yes | When the shift ends. e.g. "12:00 PM" |
| Team Members | ✅ Yes | Assign one or more members. Only members assigned to this location are shown. e.g. "Maria Santos" |
| Service Type | Optional | Regular, Deep Clean, Special, etc. e.g. "Regular Cleaning" |
| Notes | Optional | Special instructions for this shift. e.g. "Focus on 3rd floor conference rooms" |
4
Save
Click Save. The schedule appears in calendar and list views.
ℹ️
Team members see the schedule with location, time, notes, and checklists on mobile.
🙌
Need help? If you have any questions or run into issues, reach out through the Support section in your dashboard.