Setting Up Your Organization
Configure locations, positions, team type, feature flags, and branding.
Documentation Back
Configure locations, positions, team type, feature flags, and branding.
Open Organization settings in the sidebar to configure your team. The dashboard's Setup Center tracks your progress through these steps and lets you continue where you left off.
Locations are the physical sites where your business operates (e.g., North Pool, Community Center). They're used for scheduling, geofenced time tracking, and checklists.
Confirm the timezone where your organization operates during setup. To change it later, open Organization settings → General, find Organization timezone, choose the timezone, and select Save timezone. Organizations without a saved timezone are prompted to set one before scheduling.
Schedules, date filters, reminders, and quiet hours use this timezone. Recurring shifts keep their local time through daylight saving changes. Changing the timezone keeps existing shifts at the same saved moments, so their displayed local times may change. It does not repair shifts entered with incorrect times; review and edit those shifts separately.
Positions are the roles your team can be scheduled for (e.g., Lifeguard AM, Front Desk, Swim Instructor). They determine scheduling lanes and who's eligible for which shifts.
Choose Business, Aquatics, Volunteer, or Political Campaign. Business supports teams in restaurants, construction, and other industries. Aquatics adds pool tools. Volunteer starts with scheduling, volunteer shifts, and onboarding; time tracking and timesheets stay off unless you enable them in Features. Political Campaign suggests campaign roles and volunteer scheduling defaults. Review the suggested tools during setup; existing teams keep their saved feature choices.
Under Organization settings → Features, enable or disable optional features for your organization (e.g., time tracking, AI helpers). Contact List, File Storage, Communications, and Volunteers are core features you can turn on or off. If a feature mentioned in these docs isn't visible, check that it is enabled here.
Update your team's display name and upload a logo under Organization settings → General. The logo appears in navigation and shared contexts. Team owners and admins can upload a logo and a wide team banner here. The banner appears at the top of the public volunteer board. JPG, PNG, and WebP images up to 5 MB are supported.
The Setup Center links directly to the image editors and marks branding tasks complete when your images are saved.
Delete Team permanently deletes the team and all associated data. This is irreversible and requires Owner permissions — export anything you need first.