Rosterfy Resource Hub

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.

Feature Articles

Import Users

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.

Email Templates

Email Templates

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

Automations

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.

Reporting

Reporting

Create custom reports at the click of a button that sort by the user, event and/or role.

To get started creating your first report, click here.

Rosterfy Videos

Account Settings & Branding

Take a look at Rosterfy's step by step guide on how to set up Account Settings and Branding within your Rosterfy Account.

Importing Users

Take a look at Rosterfy's step by step guide on how to Import Users within your Rosterfy Account.

Create an Email Template

Take a look at Rosterfy's step by step guide on how to Create an Email Template within your Rosterfy Account.

Create a Registration Form

Take a look at Rosterfy's step by step guide on how to Create a Registration Form within your Rosterfy Account.

Importing Shifts

Take a look at Rosterfy's step by step guide on how to Import Shifts within your Rosterfy Account.

Creating Groups

Take a look at Rosterfy's step by step guide on how to Create a Group within your Rosterfy Account.

Creating Portal Content

Take a look at Rosterfy's step by step guide on how to Create Portal Content within your Rosterfy Account.

Creating an Invitation

Take a look at Rosterfy's step by step guide on how to Create an Invitation within your Rosterfy Account.

Assigning Team Leaders

Take a look at Rosterfy's step by step guide on how to Assign Event and Shift Team Leaders within your Rosterfy Account.

Reward and Recognition

Take a look at Rosterfy's step by step guide on how to Reward and Recognition within your Rosterfy Account.