ShiftCare

This guide outlines Account Settings, Prices, Forms, Clients, Staff and Scheduling Basics as part of our Onboarding Sessions.

NA Onboarding - Session 1: Settings, Prices, Forms, Clients, Staff, and Scheduling Basics

This guide outlines system day-to-day functionality including Dynamic Scheduling, Timesheets and Invoicing.

NA Onboarding - Session 2: Dynamic Scheduling, Timesheets, and Invoicing

Dimas Triaji

This series of articles will help you and your team setup ShiftCare to ensure you have everything you need to start rostering, invoicing and generating timesheets.

North America: Onboarding with ShiftCare

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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