Setup guide
Manager onboarding, end to end
Both paths — solo owner and staffing agency — from the first screen to a working dashboard.
Guide 1 of 3 · 21 slides
Manager onboarding, end to end
Both paths — solo owner and staffing agency — from the first screen to a working dashboard.
Swipe, use the arrows, or press ← →.
Everyone does the same five things. Then it branches once.
Everyone
- Your name
- What to call the work
- How you work
- Step 1 · Update your profile
- Currency and pay basis
Only the third question branches.
Agency · steps 2 to 5
- Your company
- Add your first client
- Add at least one role
- Set your first tariff
Five steps in total.
Solo · steps 2 to 4
- Set your defaults
- Add at least one role
- Set your first tariff
No client step — you are the client.
Question 1 · everyone
Your name, first.
It goes on every job you post, so staff and clients know who booked them. You cannot get past this screen without it.
Example — Sarah Mitchell. Your own name, not the company's. The business name is asked for later.
Question 2 · everyone
What do you call the work?
Jobs, shifts or events. It rewrites every button and label — on this device only. It is a local preference, not an account setting, so a second phone asks again.
It does not reach your staff. — The staff app has its own picker, and it starts on Shifts. Your screen can say Jobs while theirs says Shifts — that is normal, not a bug.
Example — You pick Jobs, so your dashboard header reads Jobs. A server who never changed theirs still sees My Shifts.
Question 3 · the fork
How do you work?
I send staff to other businesses' jobs — different clients and venues, so nothing is pre-filled. Five steps.
My jobs are for my own business — new jobs start from your saved setup. Four steps.
Example — A staffing agency with twelve clients picks the first. A single restaurant picks the second.
Step 1 · both paths
Update your profile.
The first numbered step, and usually already green — the name screen filled it in. Tap Review profile to add a photo and a phone number.
A photo is worth adding: it shows on the job card your staff open.
Right after step 1 · both paths
Currency, and how you pay.
It sits between your profile and step 2, and it is not numbered. Every rate, tip and total uses this currency unless a rate says otherwise. Then pick how you usually pay: by the hour, by the day, or a flat amount per shift.
Example — USD, per hour, for most catering. A production crew paid a flat day rate picks Per day.
Path A
The staffing agency
Five steps. Your crew and your clients are two different lists, and keeping them apart is the whole point.
Agency · step 2 of 5
Your company.
Which company do you staff for? This is the name your staff will see on every job you post.
Example — Mile High Staffing. Your own agency's name, not a client's and not a venue's.
Agency · step 3 of 5
Your first client.
You need at least one before you can staff anything. Pick whoever you work with most.
Example — Grand Ballroom Events. Saved once, spelled the same on every job, so your history with them stays in one place.
Agency · step 4 of 5
At least one role.
A role is a job title you hire for. One is enough to finish; the rest go in the Catalog whenever you need them.
Example — Bartender. Keep it generic and reusable, not “Bartender for the Saturday gala”.
Agency · step 5 of 5
A rate for that role.
What the role pays, in the currency and basis you picked earlier. From here it fills itself in on every job.
Example — Bartender, 25.00 per hour. Enter what staff earn, not what you bill the client.
Path B
The solo owner
Four steps. You are your own client, so team and client become one thing: your business.
Solo · step 2 of 4
Set your defaults.
Business name, usual venue, roles and times — saved once. New jobs start from them, and you can change anything on any job.
This one card does the work that team plus client does on the agency path. Tapping it opens a sheet — the next two slides are what is inside.
Inside the sheet · 1 of 2
Only the business name is required.
Your business name is you — not who books you. The couple, host or company you are hosting goes on each individual job.
Venue name and address are optional. Fill them in only if it is genuinely the same place every time.
The rule the sheet itself states: fill in only what is the same on every job. Whatever you leave blank, FlowShift asks for on each job instead.
Inside the sheet · 2 of 2
Leave these two blank unless you are certain.
Usual times — a call time and an end time, only if every job really runs the same hours. Most do not.
Crew and hourly rates — only if you hire the same role every time, say always one server. Leave it empty to pick roles per job.
Use by default is the switch that makes all of it apply. Off, and you have saved a template nothing uses.
Solo · step 3 of 4
At least one role.
The same card the agency path shows, one number earlier. A job title you hire for.
Example — Server. A restaurant usually needs two or three: server, bartender, kitchen hand.
Solo · step 4 of 4
A rate, and you are done.
What that role pays. Save it and the checklist is finished.
Example — Server, 22.00 per hour. Change it later in Catalog, Tariffs; approved jobs keep the old rate.
One preference · both paths
Where the app opens.
Drafts for jobs you are still preparing, not yet visible to staff. Posted for live jobs your staff can see and accept.
Example — An agency building next week in batches picks Drafts. A venue watching today fill picks Posted.
Done
The checklist disappears and the app opens.
Every box ticked unlocks the full dashboard: build a job, post it to your team, watch it fill, approve the hours.
The very next thing to do is post one small real job. Setup proves nothing on its own.
The whole thing, on one card
| Order | Agency (5 steps) | Solo owner (4 steps) |
|---|---|---|
| Q1 | Your name | Your name |
| Q2 | Call the work jobs, shifts or events | Same |
| Q3 | I send staff to other businesses | My jobs are for my own business |
| Step 1 | Update your profile | Update your profile |
| Then | Currency and pay basis | Same |
| Step 2 | Your company | Set your defaults |
| Step 3 | Add your first client | Add at least one role |
| Step 4 | Add at least one role | Set your first tariff |
| Step 5 | Set your first tariff | — |
| After | Start screen | Start screen |
6 minutes max either way.
Manager onboarding, end to end
In this guide
The three questions, then step one and the currency card everyone shares
1Manager onboarding, end to end- 2Everyone does the same five things. Then it branches once.
- 3Your name, first.
- 4What do you call the work?
- 5How do you work?
- 6Update your profile.
- 7Currency, and how you pay.
The agency path: five steps, company and client kept apart
8The staffing agency- 9Your company.
- 10Your first client.
- 11At least one role.
- 12A rate for that role.
The solo path: four steps, defaults instead of a client
13The solo owner- 14Set your defaults.
- 15Only the business name is required.
- 16Leave these two blank unless you are certain.
- 17At least one role.
- 18A rate, and you are done.
Finishing: where the app opens, and what unlocks
19Where the app opens.- 20The checklist disappears and the app opens.
- 21The whole thing, on one card