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CaterShift
Go from starting your free trial to publishing your first staff schedule in five guided steps — either on your own or side-by-side with a member of the CaterShift Support Team.
Prefer some company?
You don't have to work through the setup alone. Book a free Google Meet with a member of the CaterShift Support Team and we'll work through the setup with you, step by step.
We can help you create your roles, add workers, review your employment-law settings and build your first schedule while you share your screen. You'll learn CaterShift while setting up your real business at the same time.
There's no additional charge, and you can book another one-to-one session whenever you need more help.
Free one-to-one setup, training and support is available by booking through www.catershift.com/live-demo.
Send a brief email, such as Hi, to support@catershift.com before signing up. This helps prevent your organisation's email server from blocking the CaterShift verification email.
After sending the email, start your trial and look for the verification message. Check your junk or spam folder if it does not arrive promptly.
After signing in, the Dashboard displays a setup message. Select it to open the Setup Wizard. The wizard records your progress and guides you through each step below.
If you are working with a CaterShift Support Team member on Google Meet, you can follow these same steps together while sharing your screen.
Choose the country, region or industry rules that apply to your business. CaterShift installs a starting set of rules that you can review and adjust later in Settings.
Add the jobs used in your business, such as Head Chef, Bartender, Kitchen Assistant or Floor Supervisor. Role names appear on schedules, so choose names that are clear to your team.
Add each team member, their hourly cost and the roles they can perform. Accurate information helps CaterShift calculate wage costs and check schedules correctly.
Templates save time when your business follows a similar staffing pattern each week. You can skip this step and create your first schedule directly.
Choose the schedule dates, add the roles and working times needed on each day, then assign workers. CaterShift highlights conflicts and employment-law warnings while you work.
Review the schedule and investigate any warnings. When you are ready, publish it to create the staff-facing schedule your team can view using its permanent link.
You can continue editing the internal schedule and publish an updated version whenever changes need to be shared.
Choose whichever approach works best for you. You can switch between them at any time.
Follow this Quick Start Guide and the CaterShift Setup Wizard at your own pace.
Book a free Google Meet and work side-by-side with a CaterShift Support Team member while you configure your account.
Send us your team information and an existing rota and we can prepare your roles, workers and first schedule for you.
You can also email support@catershift.com
Setup assistance is available at www.catershift.com/#setup-assistance. Free one-to-one Google Meet assistance can be booked at www.catershift.com/live-demo.
Start your free trial and set CaterShift up yourself, work through it side-by-side with us on Google Meet, or let us help with the setup.