Add a Student

Learn how to create a student profile with all required details so they can be scheduled and managed in Shift-e.

Add a Customer

Follow the process to add a customer account, link billing information, and connect customers to students.

Add a Staff Member (Tutor)

Set up tutor profiles, permissions, and availability so your team is ready for scheduling.

Schedule a Lesson

See how to create a lesson manually, assign the right tutor and student, and confirm lesson details.

Create a Lesson Template

Build reusable lesson templates to save time and keep recurring lesson setups consistent.

Using the importer

Learn how to use the importer to quickly add multiple students, customers, or staff members.