BASIC plan

Shift Agent has three subscription plans to choose from:  BASIC, TEAM, & PLUS.  This article is about the BASIC plan. The BASIC plan has the following options: Use the powerful smart scheduling tool, Print the Schedule on paper or to PDF. Only one account is allowed to log in and make the schedule. Employees CANNOT […]

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 Subscription tab Click on the tab that says, “Add Payment Method” Input the information […]

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  Subscription tab Click the Invoices button in the upper right corner of the page. Invoices are listed as a line item in the list, and you can click the download […]

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 Subscription tab. Subscription Plan There are three plans you can choose from:  BASIC, TEAM, and PLUS. Your current plan is noted on this subscription page, along with the monthly price. You can change plans at any […]

PLUS Plan

Shift Agent has three subscription plans to choose from:  BASIC, TEAM, & PLUS.  This article is about the PLUS plan. The PLUS plan has the following options: All Scheduling and Team Messaging options * Smart Notes™ feature Print the Schedule on paper or to PDF. Managers can login and approve requests. Employees each have their own login […]

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 […]

TEAM Plan

Shift Agent has three subscription plans to choose from:  BASIC, TEAM, & PLUS.  This article is about the TEAM plan. The TEAM plan has the following options: All Scheduling and Team Messaging options * Print the Schedule on paper or to PDF. Managers can login and approve requests. Employees each have their own login and can see their […]

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 […]