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Welcome to the Shift-e Tutorials

Welcome — this collection of step-by-step guides will help you perform common tasks in Shift-e, from adding students and customers to scheduling lessons and viewing tutor reports.

How these tutorials work​

  • Each tutorial is a focused, ordered list of steps you can follow in the app UI.
  • Start by reading the Before you start section to confirm prerequisites.
  • Follow the numbered Steps to complete the action, then use the Verify completion checks to confirm success.
  • Tutorials link to related guides when helpful (e.g., templates, scheduling workflows).

Important prerequisite​

To use these step-by-step tutorials you must have a Shift-e user profile. Typically an administrator creates your profile and assigns appropriate permissions. If you don't have an account yet, contact your Shift-e administrator and ask them to create a profile for you.

Once your profile is created, sign in to Shift-e and return to the relevant tutorial to follow the steps in your live environment.

Need admin access?​

If you are an administrator and need to set up profiles or permissions, see the administrator-focused guides in the Shift-e Tutorials section (for example, the guide on adding staff/tutors).

Enjoy the tutorials — when you're ready pick a topic from the Shift-e Tutorials section to begin.