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How to Send Shift Invitations

Shift invitations let you offer open shifts to employees and let them accept or decline — ideal for casual or on-call teams where availability varies.

Sending an Invitation

  1. In Shift View, click on a cell to open the shift drawer.

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  2. Switch to the Invite tab.

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  3. Add employees you want to invite.

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  4. Optionally set an acceptance limit (maximum number of employees who can accept).

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  5. Click Send Invitation to send immediately, or Save Draft to save without sending.

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Managing Invitations

  1. Click the Invitations (mail icon) button in the Shift View toolbar.

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  2. The View All Invitations dialogue opens, showing all sent and pending invitations.

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  3. Use the status filter to narrow results (e.g. Draft, Sent, Accepted, Declined).

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  4. Click Send All Draft Invitations to send all saved drafts at once.

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  5. Use the action buttons to cancel individual invitations.

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