Create a Store Account

This entry is part 5 of 16 in the series Getting Started

To begin your free trial, you will first need to create an account with Shift Agent for your store.  The manager who creates the store will be considered an Administrator within the system, and should be someone who has authority in your store to make schedules. Welcome Screen: The first screen that you see will […]

Credit Card Management

Shift Agent has a credit card on file for all subscription charges and SMS Token purchases.  A record of all charges is kept in your invoice history. To update or change your credit card: Navigate to the Store Profile page. Click the Manage Subscription button Click on the tab that says, “Manage Credit Card” Delete […]

Failed Payment Policy

If your credit card on file is failing for one reason or another, your account will remain active for a grace period to allow you to correct any issues that could put your subscription on hold. What You Can Expect Shift Agent will send you an email to the accounting email address for your store to indicate […]

Invoice History

Shift Agent allows you to go into your invoice history and have a record of your invoice/receipts. To Access: Navigate to the Store Profile page. Click the Manage Subscription button Click the Invoice History button in the menu Invoices are listed as a line item in the list, and you can click the download button […]

Manage Store Subscription

An admin of the store is able to manage the subscription to Shift Agent. Navigate to the Store Profile page. Click the Manage Subscription button Subscription Level The green box shows the subscription level that was calculated for the most recent invoice. The subscription level is based on the number of active employees and can fluctuate if your […]

SMS Tokens

The purchase of SMS tokens allows your Store News messages to be sent via Text, as well as in the classic Store News fashion.  When you create a Store News message, you have the option to not only have it be a message that shows when the employees open the app, but ALSO they will […]

Your Company Account

Your account with Shift Agent is managed from your Company profile. Initial Setup When you setup your account the first time, you selected a plan to get started.  Shift Agent actually monitors the number of active employees on your roster to determine the plan that you are on. How Shift Invoices Your Store Shift Agent invoices […]