Hey @bobwisecarver. So you can do either sort of scheduling. You just have to keep an open mind about how to accomplish your goals. What you see is not backwards, but it can be difficult to figure out the first time or two.
First of all, I’m going to recommend that you use the following guideline when scheduling.
- Don’t try to do big-picture scheduling for the week on a mobile device, or even on a tablet. This is because mobile devices have limited screen real-estate and are best for quick changes to an already published schedule. Also, tablet browsers have some limitations over laptop/desktop browsers when it comes to moving shifts around.
Now, if you go to your dashboard > Staff > Scheduling > Schedule, you’ll see that the top line in the “All team members” view is Open shifts. You can use this to add shifts for each job each day. Once you have done this, you can click and drag those shifts to the team members below. This means that you are not “moving people into those spots” but you are rather “moving spots/shifts onto people. It’s the same thing, really, just a different approach.
Once you have shifts defined you can click and drag those around as you want and need — between team members, back to being open shifts, etc. But again it is important to remember that this clicking and dragging only works completely perfectly on a desktop/laptop browsers, not on mobile/tablet browsers.
I hope that helps clarify things. Let me know if you have any other questions.
Chip A.
Square Expert & Innovator and member of the Square Champions group. (But NOT a Square employee, just a seller like you)
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