Rosterfy Resource Hub

Getting started with Rosterfy is simple! Take a look at our comprehensive resources including videos, feature articles and how-to-guides to help you get up and running with your account. 

Getting Started

Learn the basics for getting started with your Rosterfy account including setting up menu items, account defaults, forms and communications.

Explore Rosterfy's feature articles

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Import users

If you are adopting Rosterfy with a pre-existing database of Users or migrating from another platform, you can import Users to Rosterfy by uploading either a .xls, .xlsx or .csv file. 

Creating a form

Create a series of unique forms that allow you to collect user information specific to your requirements. Types of forms include registration forms, event shift sign up and role offer forms.

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Email templates

Create multiple custom email templates that you can reference at any time. These can be used in conjunction with your automations with emails triggered by completed actions. 

Automations

Automations can simplify your event and save you valuable time as it replaces the need for repetitive manual actions. 

Explore Rosterfy's how-to-videos

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Account Setting & Branding

Take a look at Rosterfy's step by step guide on how to set up Account Settings and Branding within your Rosterfy Account. 

Importing Users

Take a look at Rosterfy's step by step guide on how to Import Users within your Rosterfy Account. 

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Email templates

Take a look at Rosterfy's step by step guide on how to Create an Email Template within your Rosterfy Account. 

Registration Form

Take a look at Rosterfy's step by step guide on how to Create a Registration Form within your Rosterfy Account. 

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Importing Shifts

Take a look at Rosterfy's step by step guide on how to Import Shifts within your Rosterfy Account. 

Creating Groups

Take a look at Rosterfy's step by step guide on how to Create a Group within your Rosterfy Account. 

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Assigning Team Leaders

Take a look at Rosterfy's step by step guide on how to Assign Event & Shift Team Leaders in your Rosterfy Account. 

Reward & Recognition

Take a look at Rosterfy's step by step guide on how to use our Reward and Recognition functionality in your Rosterfy Account. 

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Resetting your password

Take a look at Rosterfy's step by step guide on how to Reset your password within your Rosterfy Account. 

Add an Administrator

Take a look at Rosterfy's step by step guide on how to Add an Administrator within your Rosterfy Account. 

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Integrate with Instagram

Take a look at Rosterfy's step by step guide on how to Integrate with Instagram in your Rosterfy Account. 

Integrate with Salesforce

Take a look at Rosterfy's step by step guide on how to Integrate with Salesforce in your Rosterfy Account. 

Keen to learn more?

Visit Rosterfy's Blog to learn more about maximising your volunteer management.