Quick Start Guide

Get Started with XShift AI in 10 Minutes

Follow this step-by-step guide to set up your account, configure MFA, add employees, and publish your first schedule.

~10 minutes

6 Easy Steps

2 minutes

Create Your Account

Visit the signup page

Go to xshift.ai/signup and enter your work email address.

Use your work email (not personal)
Choose a strong password (min 8 characters)
Enter your organization name
Click "Start Free 30-Day Trial"

Verify your email

Check your inbox for a 6-digit verification code.

Check spam folder if not received within 1 minute
Enter the 6-digit code on the verification screen
Code expires in 15 minutes
Can resend code if needed

2 minutes

Set Up Multi-Factor Authentication (MFA)

Required for HEAD_MANAGER accounts, optional for others

Download authenticator app

Install Google Authenticator or Authy on your mobile device.

Recommended: Google Authenticator (iOS/Android)
Alternative: Authy, Microsoft Authenticator
Free apps available in App Store or Google Play

Scan QR code

Use your authenticator app to scan the QR code displayed on screen.

Open authenticator app
Tap "+" or "Add Account"
Scan the QR code on your screen
XShift AI will appear in your app with a 6-digit code

Enter verification code

Type the 6-digit code from your authenticator app.

Code refreshes every 30 seconds
Enter current code displayed in app
Click "Verify and Enable MFA"
Save backup codes in a safe place

2 minutes

Configure Organization Settings

Set your timezone

Choose your business location timezone for accurate shift times.

Navigate to Settings > Organization
Select correct timezone from dropdown
This ensures shifts display in local time
Can be changed later if needed

Enable Role-Based Scheduling (Optional)

Turn on role-based scheduling if you need specific roles for shifts (e.g., Cashier, Cook, Manager).

In Settings > Organization, find "Role-Based Scheduling"
Toggle "Use Roles" to ON
This allows you to create custom roles and require specific roles for shifts
Useful for restaurants, retail, healthcare with different job types
Can skip this if all employees do the same job

2 minutes

Add Your First Employee

Navigate to Employees page

Click "Employees" in the left sidebar navigation.

Click "Add Employee" button (top right)
A form will appear

Enter employee details

Fill in employee information and click Save.

First Name and Last Name (required)
Email address (required - they'll receive login credentials)
Phone number (optional)
User Role: EMPLOYEE, MANAGER, or HEAD_MANAGER (access level)
Job Role: Assign a job role if using role-based scheduling (e.g., Cashier, Cook)
Base pay rate (optional)
Click "Add Employee"

Employee receives email

They'll get an email to set their password and log in.

Email sent automatically
Contains login link and instructions
They set their own password
MFA is optional for employees (required only for HEAD_MANAGER)

2 minutes

Create Your First Shift

Go to Schedule page

Click "Schedule" in the sidebar to open the calendar.

You'll see a weekly calendar view
Current week is displayed by default

Click "Create Shift"

Click the "Create Shift" button or click on a date in the calendar.

Select the date for the shift
Choose start time (e.g., 9:00 AM)
Choose end time (e.g., 5:00 PM)
Add shift name/description (optional)
Set required employee count (default: 1)
If role-based scheduling is ON: Select required role (e.g., "Cashier")
Location: Choose location if multi-location is enabled
Click "Create Shift"

Assign employee to shift

Click the shift, then click "Assign Employee".

Click on the shift you just created
Click "Assign Employee" button
Select employee from dropdown
Note: With role-based scheduling, only employees with matching job role can be assigned
Click "Assign"
Employee name appears on the shift