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Simple 3-Step Process

How ScheduleForward Works

From setup to scheduling in minutes. See how our AI-powered platform transforms complex shift management into a simple, streamlined process.

Last updated: January 2026

01

Set Up Your Organization

Get running in a single day

Import your staff from a spreadsheet or add them manually. Define roles, locations, and shift types. Configure your scheduling rules—coverage requirements, max hours, fairness constraints. Our guided onboarding makes it simple.

  • Bulk import from spreadsheets
  • Define roles and permissions
  • Set coverage requirements
  • Configure fairness rules
Set Up Your Organization
02

Build Schedules with AI

5 minutes instead of 8 hours

Choose your scheduling mode: let AI build the entire schedule, use our shift selection process where staff pick from available shifts, or build manually with AI assistance. The Schedule Builder handles coverage, fairness, and compliance automatically.

  • 4 scheduling modes to choose from
  • AI handles coverage & compliance
  • Automatic fairness balancing
  • One-click schedule generation
Build Schedules with AI
03

Empower Your Team

Self-service without the chaos

Staff view their schedules, sync to personal calendars, request time off, and swap shifts—all without flooding your inbox. Set approval rules or enable auto-approval for swaps that meet your coverage requirements. Real-time notifications keep everyone informed.

  • Calendar sync (Google, Outlook, Apple)
  • Self-service shift swapping
  • Time-off request management
  • Real-time notifications
Empower Your Team

And That's Just the Beginning

Once you're up and running, unlock powerful features that continuously improve your scheduling.

Live Analytics

Real-time dashboards showing coverage, costs, and staffing trends.

Compliance Tracking

Automatic overtime alerts, hour limits, and complete audit trails.

Smart Reminders

Automated shift reminders and coverage gap notifications.

Easy Refinements

Make real-time adjustments as needs change. Refine schedules without rebuilding from scratch.

Your Timeline to Better Scheduling

Day 1

Complete setup and import your team

Day 2

Build your first AI-powered schedule

Week 1

Staff using self-service features

Month 1

80% time savings on scheduling

See It in Action

The best way to understand ScheduleForward is to try it. Experience a fully functional demo with real data—no signup required.