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From signup to first check-in

This flow takes you from creating an account to having a worker check in at a location for the first time. Follow the steps in order; each links to the relevant doc page for details.

1. Sign up

Admin (you as owner): Go to the Sign up page. Enter your full name, email, password, and organization name (and optional industry). Submit. If you use Google or Apple, you may complete profile (organization name) in a follow-up step. Confirm your email via the link we send.

2. Complete profile (if needed)

Admin: If you signed up with OAuth and didn’t set an organization yet, you’ll see a “Complete your profile” page. Enter organization name and optional industry, then continue. After that, log in and you’ll land on the dashboard.

3. Add a location

Admin: In the dashboard, go to Locations. Click Add location. Enter name (e.g. “Downtown Store”) and optional address. Save. On the Free plan you can have one location; see Billing and upgrade for limits.

4. Add an employee and invite

Admin: Go to Employees → Add employee. Fill in the worker’s full name, email, role (Worker), and assign the location you created. Send the invite by email or copy the invite link and share it. The worker will receive an email (or use the link) to join. See Onboarding workers for details.

5. Worker receives invite and logs in

Worker: Open the invite email and click the link (or open the link the admin shared). You’ll be signed in. If it’s your first time, you may be asked to change your password — set a new password and save. You’re then redirected to the worker app (Home, Shifts, Check-in, etc.). You will not see the owner dashboard.

6. Owner creates a shift and assigns the worker

Admin: Go to Schedule. Select the location. Create a shift: choose today’s (or another) date, set start and end time, and assign the worker you invited. Save. The worker will see this shift in their Shifts tab. See Creating shifts for step-by-step.

7. Owner sets up QR at the location

Admin: In Locations, open the location and use the QR (or Kiosk) action. Generate or view the QR code and check-in URL. Print the QR and place it at the location, or use the URL on a shared device for kiosk mode.

8. Worker opens Check-in and scans QR

Worker: On the day of the shift, open the worker app and go to the Check-in tab. Tap Check in. Allow camera permission if prompted. Point your phone at the QR code at the location. The app validates the QR and your shift; when successful, you see a success message and are marked checked in.

9. Success

The worker is now checked in. The admin can see this in Monitoring and in Analytics. The worker can later check out and use Start/End break from the same Check-in tab.

Gotchas

  • Geofencing: If the organization enabled geofencing, the worker must be physically near the location to check in; otherwise they’ll see an error. Move closer and try again.
  • Camera permission: The worker must allow camera access for the QR scanner. If denied, they can use kiosk mode (shared device with the check-in URL) instead.
  • Shift required: The worker must have a shift at that location on that day. If the admin didn’t create or assign the shift, check-in will fail with “No shift found for you at this location today.”
  • Wrong QR: Scanning a QR from another organization or an expired link will show an error. Use the QR from the Locations page for that location.

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