Shift Series lets you group related shifts and manage them as a single, connected flow, even when each shift is different. It is built for schedules that share a purpose but vary from one shift to the next, such as training programs, courses, and multi-day events. The simplest way to decide: if every shift repeats exactly the same way, use Repeating Shifts; if the shifts are connected but different, use a Shift Series. Shift Series is available on the Advanced plan and above (Operations Hub).
When to Use Shift Series
Use Shift Series when your shifts are connected by purpose, not by repetition. They are a great fit for:
Training programs with changing times or trainers.
Courses that run across different days or locations.
Multi-day events with different roles or instructions.
If every shift repeats in exactly the same way, use Repeating Shifts instead. To learn more about identical, recurring schedules, check out our guide on creating repeating shifts.
Creating a Shift Series
You create a Series directly from the Schedule.
Go to your Schedule.
Click Add.
Select Add Shift Series.
On the first page, enter the:
Series name
Description
Next, choose how you want to create the series:
Set a pattern
Set dates manually
Set a Pattern
Use this option when your shifts follow a general structure, even if some shifts will be adjusted later.
Set the Start date and End date
Choose the Repeat pattern
Select which days the shifts apply to
Set the shift time(s)
Create a default shift to apply across the series
Please note: You can customize individual shifts later.
Set Dates Manually
Use this option when each shift occurrence is unique from the start.
Choose how many shifts will appear in the series
Click Next
Create a default shift to apply across the series
Review and Customize Shifts
In the Review Shifts step, every shift can be configured individually, regardless of which creation method you selected.
From here, you can:
Add each shift occurrence manually
Update shift details individually
Bulk select shifts
Bulk edit selected shifts
Move shift dates
Publish or Save as a Draft
At the end of the setup, choose what happens next:
Save as draft
Publish
Publish and notify users
View a Series in the Schedule
In the schedule, shifts appear like regular shifts. When you open a shift that belongs to a series, you’ll see:
The Series name
The shift’s position in the series (for example, 1/24)
Edit or delete one shift in a series
You can update a single shift without impacting the rest of the series.
Each shift in a series can be managed individually, including:
Editing shift details
Changing assigned users
Updating times or locations
Deleting a single shift
The rest of the series remains unchanged.
Please note: This also applies on mobile.
Editing The Full Series
To manage all shifts in a series from one place, open any shift within the series and select Edit series.
This opens a single view where you can see all scheduled dates together. From here, you can update the details across the entire series in one screen, instead of editing each shift individually.
Using Schedule Actions on Series Shifts
Series shifts can still be managed using regular schedule actions.
However, some actions create standalone shifts that are no longer connected to the original series.
For example:
Duplicating a shift from the schedule creates a new standalone shift
The duplicated shift will not remain connected to the Series
Changes made to the Series will not apply to duplicated standalone shifts
This helps admins make one-off schedule adjustments without affecting the original series structure.
Shift Series are available from the Advanced plan on the Operations Hub
Frequently Asked Questions
Does Shift Series replace recurring shifts?
No. Recurring shifts are still best for identical, repeating schedules. Shift Series is designed for connected schedules that may change.
Can shifts inside a series be different?
Yes. Each shift can have different times, locations, assigned users, and details.
What happens if I edit one shift?
Only that shift is updated. The rest of the series stays unchanged.
Can I update all shifts at once?
Yes. You can apply bulk changes across the entire series.
Will users know the shifts are connected?
Yes. Shifts are visually grouped so admins and users can clearly see they belong together (including the Series name and the shift’s number in the series).
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