Plan shifts, spot conflicts, and publish with confidence
A calmer way to run team schedules
Designed for operators who need more than a calendar grid: reusable shift patterns, member self-service, conflict checks, and auditable publishing.
Built for the messy middle between plan and reality
Scheduling connects staffing decisions to the same operational records your team already uses: locations, projects, appointment pages, waitlists, and organization membership.
Draft the week before the team sees it
Start with a schedule period, add shifts, and keep everything in draft while managers compare coverage. Shifts can carry role labels, breaks, required headcount, notes, and operational links.
Attach shifts to the right inventory location or project so staffing decisions stay connected to the work being staffed.
Tie coverage to bookable appointment pages or waitlist queues when service demand drives the schedule.
Turn routine coverage into templates
Create shift templates for repeatable roles, start and end times, break minutes, headcount, color keys, and notes. Templates keep common staffing patterns consistent without making every week rigid.
Save the shape of a morning front desk shift, closing coverage, project rotation, or queue support block.
Copy a proven day or week forward, then adjust only the exceptions before publishing.
Catch staffing problems before publishing
Run schedule or shift-level conflict checks to surface unresolved risks. Figena separates blocking issues from warnings so managers can see what must be fixed before publish and what needs review.
Blocking conflicts prevent publishing; warnings stay visible for manager review without stopping the whole workflow.
Unassigned shifts, under-staffed headcount, overlapping assignments, long shifts, time off, and rest-window issues are summarized on the schedule.
Give members their own scheduling surface
Team members can see their shifts, maintain availability, and request time off from a self-service view. Managers retain the publish workflow and audit trail.
Members can keep recurring availability and preferences current without sending scattered messages.
Requested, approved, declined, and canceled time-off states are tracked with notes and reasons.
From staffing idea to published schedule
Keep the workflow explicit so managers, owners, and team members can trust what changed and why.
Create the schedule period
Name the period, choose dates and timezone, then scope it to a location or project when needed.
Add shifts and assign members
Use templates or create shifts directly, then assign active organization members and required headcount.
Resolve conflicts
Run checks for the whole schedule or one shift, review blocking and warning counts, and fix coverage issues.
Publish with history
Publish once blocking conflicts are gone. Publish events and audit logs preserve the operational trail.
Questions, answered
Is Scheduling the same as customer appointments?
Can shifts connect to appointments or waitlists?
What prevents a bad schedule from being published?
Can team members manage their own availability?
Can managers reuse a previous pattern?
Is there an audit trail?
Start with the team schedule, then connect it to bookings
Use Scheduling to plan coverage, then use Appointments when customers need to book into that capacity.