Documentation

Sign up for ClinicShifts, verify your email, and get ready to set up your organization.

Walk through the four-step wizard to create your organization, set your profile, and configure locations and roles.

Understand the two main modules in ClinicShifts and how to switch between them.

Add team members to your organization, send invitations, and manage user accounts in ClinicShifts Admin.

Configure organization-wide preferences including timezone, week start day, visibility, and email notifications.

Set up employees, locations, and roles in StaffPulse Settings before you start creating shifts.

Learn how to create individual and recurring shifts, assign providers, and configure all shift options.

Learn how to read shift cards on the schedule — colors, borders, icons, and warnings all convey important information at a glance.

Select, copy, bulk edit, delete, drag and drop, undo, and redo shifts on your schedule.

Understand the draft vs. published workflow, how to publish shifts, and how email notifications work.

Switch between location and employee views, use quick filters, and create saved view presets for your schedule.

Let ClinicShifts automatically assign providers to unassigned shifts based on availability, roles, and location assignments.

Generate a printable version of your schedule with customizable date ranges, views, and display options.

View individual provider schedules and connect them to Google Calendar, Outlook, or Apple Calendar.

View per-location schedules, create shareable links for facility managers, and set up email subscriptions for schedule updates.

Add PTO and time off for providers, and see how it integrates with scheduling and conflict detection.

Create and manage organization-wide holidays that appear on your schedule and calendars.

Understand the three system roles in ClinicShifts — User, Paid Admin, and Unpaid Admin — and what each can access.