π Welcome to 7shifts!
Now that you've created your account, here is a general tutorial to help you get started!
For more details, below is a handy step-by-step guide to assist you with launching your account.
SKIP AHEAD TO:
Setting up your 7shifts account (steps 1-7)
Adding your staff to 7shifts (steps 8-13)
Scheduling & Communication Tools (steps 14-19)
Training & Support
7shifts 101 Training Webinar
Setting up your 7shifts account
Step 1: Log into your 7shifts account on our website and confirm your contact information.
You can access this by going to the 7shifts logo in the top right corner > My Account.
Step 2: Download the free 7shifts mobile app, by clicking either link below:
![]() |
![]() |
Step 3: Set up your notifications
Step 4: Review switching between multiple accounts
Step 5: Set up your Account Structure
Step 6: Company Settings 101
Step 7: Setting up Labor and Overtime rules
Adding your staff to 7shifts
Step 8: Review the Levels of Hierarchy & User Types for 7shifts
Step 9: Adding Managers
Step 10: Manager permissions
7shifts 101 for Managers (Web)
7shifts 101 for Managers (Mobile)
Step 11: Adding Employees
Step 12: Wage and salary Overview
Step 13: Inviting Employees
Scheduling & Communication Tools
Step 14: Time Off 101
Step 15: Availability 101
Step 16: Creating and Publishing a Schedule
Step 17: Review the Labor Budget Tool
Step 18: Review the Shift Pool
Step 19: Communicating with Employees - Messaging & Announcements
You can go to Announcements to send an email and/or SMS text message to all of your employees. Announcements act as a bulletin board, sending a one-way form of communication to your employees.
Feel free to use this template:
You may also want to include the following Getting Started Guides for Employees:
Employees: Getting Started (Mobile)
Employees: Getting Started (Web)
π That's it. Happy scheduling!
Training & Support
Our Customer Support team is available from Monday to Friday, 8am - 5pm CST, with reduced coverage on weekends for urgent requests. Theyβre here to answer all day-to-day support questions.
You can start a conversation with our Customer Support team through:
- The in-app and webchat (found in the bottom right corner)
- Via email at support@7shifts.com
- By phone at 1-888-979-5877
π Find more information on additional tools like:
Third-Party Integrations
7tasks
Manager Log Book
Operations Overview
Optimal Labor
Advanced Labor Compliance (if applicable to your region)
Employee Engagement
Events
Scheduling Templates
Need more assistance to get launched? Let our Support Team know, and we can connect you with a Client Success Manager to provide additional resources.
7shifts 101 Training Webinar
Feel free to sign up, or have your managers join one of our webinar sessions below:
- Creating and publishing schedules
- Reviewing and approving availability, time off, and shift pool requests
- Adding employees
- Key features: Communication Tools (Announcements and Messaging), Manager Logbook, 7tasks
- Sales vs. Labor Dashboard / Reporting
- Attendee questions throughout the call