- Resource Centre
Rosterfy Resource Centre
Getting started with Rosterfy is simple! We encourage you to take a look at our comprehensive resources including videos, feature articles and guides to help you get up and running with your account.
Need a hand? Our friendly customer success team are available for one on one personalized demos to ensure that you get the most out of your account. To book in a demo with our team, don't hesitate to get in touch today.
Getting Started Video
Learn the basics for getting started with your Rosterfy account including setting up menu items, account defaults, forms and communications.
Import your users
If you are adopting Rosterfy with a pre-existing database of Users or migrating from another platform, you can import Users to Rosterfy by uploading either a .xls, .xlsx or .csv file.
To import your users, click here.
Create a Form
Creating a form
Create a series of unique forms that allow you to collect user information specific to your requirements. Types of forms include registration forms, event shift sign up, role offer forms just to name a few.
To get started creating your first form, click here.
Create multiple custom email templates that you can reference at any time. These can be used in conjunction with your automations with emails triggered by completed actions.
To learn how to create an email template, click here.
Automations can simplify your event and save you valuable time as it replaces the need for repetitive manual actions.
Learn more about how to get started with automations here.
Import your shifts
Import your shifts
The import feature allows you to save time and effort by importing a list of shifts straight into an Event. All you need is a .xls, .xlsx, .csv to get started!
To learn more about how to import your shifts to an event, click here.