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This guide walks you through the core workflow from a fresh account to a live kiosk. Each step corresponds to a section of the admin UI.
1

Sign up

Go to the Shift Scheduler app and create an account using your email address. After confirming your email, you will be redirected to the Events dashboard.
If you are joining an existing event as a co-admin, accept the invitation email sent by the event owner instead of creating a new account.
2

Create an event

From the Events dashboard, click New Event. Enter a name (e.g., “Spring Volunteer Day”) and a date, then click Create.The event opens directly to its Dashboard page, which shows fill-rate charts and live stats. The event is empty until you add groups, shifts, and volunteers.
3

Add volunteer groups

Click Manage Groups in the event sidebar. Groups represent roles or teams — for example, “Medical”, “Security”, or “General Volunteers”.For each group:
  1. Enter a group name.
  2. Choose a display color (used in the assignment grid and kiosk).
  3. Optionally set a default max-hours limit for all volunteers in this group.
  4. Click Save.
Create groups before adding shifts. Shifts reference groups to define which volunteers can fill each slot.
4

Add shifts

Click Shifts in the sidebar. Create shifts manually or import them from a CSV file.For each shift, set:
  • Name — a short label displayed in the kiosk (e.g., “Morning Gate”).
  • Start time and End time — with timezone.
  • Required groups — a map of group name to headcount (e.g., Security: 2, Medical: 1).
  • Allowed groups — groups permitted to fill any open slot beyond the required headcount.
To create multiple shifts quickly, use a shift template or the recurring shifts generator. See Shifts for details.
5

Add volunteers

Click Volunteers in the sidebar. Add volunteers manually or click Import CSV to bulk-upload a spreadsheet.Each volunteer record includes:
  • Name — used for kiosk search.
  • Group — assigns the volunteer to one of the groups you created.
  • Max hours — optional cap on how many hours the scheduler will assign to this person.
  • Email / Phone — optional contact fields.
See the Bulk Import page for the expected column format and a sample CSV template.
6

Run Auto-Assign

Click Assignments in the sidebar. The assignment grid shows all shifts as columns and all volunteers as rows.Click Auto Assign to send the shift and volunteer data to the Go Scheduler API. The engine fills open slots based on:
  • Group requirements per shift.
  • Each volunteer’s max-hours constraint.
  • Conflict prevention (no volunteer is double-booked).
After the algorithm completes, review the grid. You can manually drag volunteers to different shifts or remove assignments by clicking the × on any cell.
The Auto-Assign button calls the external Go Scheduler API. If the API is unavailable, manual assignment still works.
7

Launch Kiosk

From the event Dashboard, click Launch Kiosk. The browser switches to a full-screen, tablet-optimized UI.Volunteers approach the tablet, search for their name, and tap Check In. If the shift requires an asset (e.g., a radio), the kiosk prompts to assign one before confirming check-in.At the end of a shift, volunteers tap Check Out. If they are moving to a consecutive shift, the kiosk offers to transfer any held assets automatically.
Set the tablet to guided access or kiosk mode in your OS settings to prevent volunteers from navigating away from the check-in screen.

Next steps

Event management

Clone events, use recurring templates, and manage multiple events from one account.

Asset tracking

Add your equipment inventory and configure asset assignment during check-in.

Reports

Export sign-in sheets and attendance summaries as CSV or PDF.

API reference

Call the Go Scheduler API directly from your own systems.

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