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.


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.


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.


Reference Check Module
Take a look at Rosterfy's step by step guide on how to set up Reference Check Module within your Rosterfy Account.
Events Near Me
Take a look at Rosterfy's step by step guide on how to set up Events Near Me within your Rosterfy Account.
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Keen to learn more?
Visit Rosterfy's Blog to learn more about maximising your volunteer management.