Installing Team Shift and completing setup

Last reviewed: 2026-07-14

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Getting Team Shift running takes two parts: installing the app, and working through the Setup Guide that appears automatically once you're in.

Installing the app

Install Team Shift from the Shopify App Store like any other app. Shopify handles authentication for you — you'll be asked to approve the app's permissions, and then you'll land in the Team Shift dashboard inside Shopify Admin.

The moment you load the app for the first time (and on every subsequent admin page load), three things happen automatically in the background, with nothing for you to click:

  • Your shop's name, locale, and account email are synced into Settings.
  • Your Shopify locations are synced in (this is throttled to once per hour, so repeated page loads won't hammer the Shopify API).
  • Any timesheet that's been left open past midnight is automatically closed — see Auto-closed timesheets and what to do about them for details.

The Setup Guide

At the top of the Dashboard (and on the dedicated Setup page), you'll see a dismissible, expandable Setup Guide with three steps:

  1. 1

    Sync Staff — "Sync your team members from Shopify to manage their schedules and time tracking." Click Sync staff to jump to the Staff page. This step is marked complete automatically once you have at least one staff member in Team Shift.

  2. 2

    Add Your First Shift — "Open the schedule and add shifts for your team members." Click Add shift to jump to Schedules. This step is marked complete once you've created at least one shift.

  3. 3

    Set Up POS Tile — "The Team Shift tile appears automatically on your POS home screen after deploying the app." There's no button for this step — it's purely informational, since adding the tile to POS is something you do on the POS device itself, not inside the Team Shift dashboard.

The "Set Up POS Tile" step always shows as incomplete, even after you've added the tile and staff are successfully clocking in. Think of it as a reminder rather than a checklist item — the app has no way to verify from the dashboard that the tile has been added to a POS device, so it never checks itself off.

Dismissing and reopening the guide

The guide has a "..." menu in the top corner with a Dismiss option, and a chevron to collapse or expand it without dismissing it. If you dismiss it, you can bring it back any time from the Setup page using the Show Setup Guide button.

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