Assign, release,
and fill shifts
Admins create available time slots across hour groups, set capacity limits and optional incentive amounts, then release them to agents according to configurable release templates.
- Hour groups with base pay rates and assigned users
- Configurable slot capacity per time interval
- Incentive amounts on high-priority slots
- Batch slot creation for entire date and interval ranges
- Release templates control when slots become visible
- Workforce calendar view across all groups
Scheduling that runs
with your business
Hour Groups
Named scheduling groups with base pay rates. Assign users to groups — agents only see slots for their assigned groups. Each group can have its own release template.
Tiered Release
Release templates control when slots become visible. Higher-performing agents (by CTO stats) get first access. Staggered release windows by day and time.
Slot Claiming
Agents browse released slots in a weekly grid, select available intervals, and claim them. Remaining capacity updates in real time. Countdown timers for unreleased slots.
Clock In / Clock Out
Shift toggle button to start and stop work. Active shifts show elapsed time. Completed shifts log start/end timestamps and duration automatically.
Incentive Scheduling
Attach incentive amounts to high-priority or hard-to-fill slots. Agents see incentive indicators when browsing available shifts.
Withdrawal Tracking
When agents withdraw from claimed slots, a late withdrawal record is created with an optional note. Track reliability patterns across the workforce.
Workforce Calendar
Cross-group view of all picked slots. Filter by group and week. Compare scheduled shifts against actual worked hours side by side.
Shift History
Agents view their past worked shifts filtered by month. Start time, end time, and duration for every logged shift — ready for payroll and reporting.
Automation Connected
Booking confirmations feed into the scheduling system. Calendar events, contact assignments, and automation flows keep the schedule in sync with operations.
Scheduling connected to
everything else.
Because the scheduler lives in the same platform as booking, CRM, and automation — your workforce schedule is always in sync with your operations.