Shift Planner is a new scheduling tool built right into BuddyX. It gives creators and managers full control over team scheduling while giving team members a clear view of their shifts — and the ability to pick up open shifts on their own.

✨ Key Features

• Weekly calendar view organized by creator.
• Recurring shifts with flexible repeat patterns and per-occurrence editing
• Open shifts with configurable slot limits
• Claim & drop shifts easily
• Timezone support across your entire team

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🌐 Set Your Team’s Timezone

Before you start creating shifts, you’ll need to set up your team’s timezone.

• Click the “Team Timezone” button.
• Select your timezone.
• Click the “Save” button.

Your team’s timezone is now set.

🧑‍💼 For Managers

📅 Plan Your Week in One View

Shift Planner gives you a weekly calendar view by creator, so you can:

• See who’s working when
• Spot gaps instantly
• Create or adjust shifts in seconds

Creating a shift is simple:

• Click any empty cell on the calendar or use the “Create Shift” button.
• Choose time & date
• Assign creators
• Select team members
• Done

You can also create recurring shifts — like every Monday, Wednesday, and Friday — with the option to run indefinitely or end on a specific date. You can edit or delete a single day without touching the rest of the series. Or update all occurrences at once.

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🔓 Open Shifts (Let Your Team Help)

Sometimes you want to let your team decide who takes a shift. That’s where Open Shifts come in.

• Turn the toggle “Set Shift Open to Team” ON.
• Define how many people can take the shift.
• The shift appears on your teams’ “Your Shifts” page as available. Team members can claim it with one click

When a shift is open, you’ll see a slot counter on the shift card — like “2/5 slots filled”.

You can enable this even for fully assigned shifts, so if someone drops it, the shift becomes available for others to pick up.

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👥 For Team Members

🗓️ Your Shifts

Each team member gets their own view:

• See assigned shifts
• See available shifts

How to claim a shift:

• Hover over / click on a shift you want to claim.
• Click the “Claim Shift” button.
• The shift is assigned to you. If the shift requires approval, the request goes to the manager.

How to drop a shift:

Dropping a shift is just as simple. If a team member can no longer work a shift, they can drop it directly from their calendar. If the shift is open, the slot becomes available for someone else to pick up.

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🔔 Stay Updated

Notifications keep everyone informed.

• Managers can choose to notify team members when an open shift becomes available.
• Managers see approval requests instantly in the Requests tab.
• Managers are notified when team members drop a shift.
• Team members are notified when shifts are assigned to them.
• Team members are notified when their access requests are approved or denied, and when their shifts are modified.

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We’d love to hear how Shift Planner works for your team. Reach out to us with feedback or feature requests — we’re already planning what’s next.