Follow the steps below to create your first schedule in Coast. While you can create a schedule on the mobile version, the desktop version allows you to create the schedule faster with a full weekly and monthly calendar, as well as a drag and drop functionality. Log in to our desktop version.
Steps to create a schedule in Coast:
Mobile
Desktop
- From the home screen, click into the workspace named Scheduler. If you do not see this on your list, tap on the pencil icon in the upper right hand corner
, click on New Workflow, and select Work Schedule Calendar.
Note: Your Scheduler workspace may have a different name if you have renamed it. - Once the Scheduler is opened, you can create a shift by clicking on the big plus button
on the bottom right corner or by clicking on the + button next to any day. - Fill in the details of the shift and click Create. The Start Date, End Date, and Name of the Shift are required to create a shift.
Tip: Use the Roles field to categorize different shifts in your calendar. - Once you have the schedule set for the week, you can duplicate it to any future date as you like.
- On the left hand side, click into the workspace named Scheduler. If you do not see this on your list, tap on the pencil icon
in the upper left hand corner, click on New Workflow, and select the Work Schedule Calendar.
Note: Your Scheduler workspace may have a different name if you have renamed it. - You can create a shift by clicking on the New button
on the top right corner or by clicking on the + button on any day. - Fill in the details of the shift and click Create. The Start Date, End Date, and Name of the Shift are required to create a shift.
Tip: Use the Roles field to categorize different shifts in your calendar. - Once you have the schedule set for the week, you can duplicate it to any future date as you like.