Let us get you started with SocialSchedules
Message us to get a white glove onboarding quote for your business.
Onboarding Requirements
In order to get the best possible setup for your scheduling needs, we like to ask a few questions about how you want your account to be structured. The information covers the following three categories; Company, Employee and Schedule.
Company Structure
Please provide:
List of Positions (Job Titles) to be scheduled
example: manager, server, line cook, sales consultant, team member
Number and name of business locations to be managed
Number and name of departments/schedules associated with each location
many companies only use one department
larger companies choose to break them into back of house or front of house or similar breakdown
Employee Details
We will import your employees. A list can be provided in any format, Excel preferred. Ideally, include the following;
First Name
Last Name
Cell Phone Number
Email Address (optional)
Position/s they can work
Department/Schedule: FOH, BOH, etc
Access level: Employee, Manager* or Admin
*Allows the employee to perform scheduling-related functions on behalf of the Company.
Schedule Creation
We will create your first schedule/s. Please provide a copy of an existing if you have one. It can be provided in any format (Excel, Word, PDF, etc.). It should be for your current week, or a future week. Ideally including the following details;
Full Employee Name (especially where multiple employees have same first name)
Position Worked for Shift
Date of Shift
Shift Start Time
Shift End Time
Unpaid Break to apply to this Shift, (as needed)