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Quick Start Guide

Get up and running with the Cold Stone SaaS Platform in minutes.

Accessing the Platform

Manager Dashboard

Access your manager dashboard at:

https://dashboards.coldstonereno.com/scheduling/manager

Login Required

You'll need to sign in with your authorized Google account. Contact your administrator if you don't have access.

Employee Portal

Employees can access their schedules and submit requests at:

https://dashboards.coldstonereno.com/scheduling/employee

Your First Schedule

1. Navigate to Scheduling

From the manager dashboard, click Scheduling in the navigation menu.

2. Select Week and Location

  • Choose the week you want to schedule
  • Select your store location from the dropdown

3. Add Shifts

Click on any day to add a shift:

  1. Select the employee
  2. Set start and end times
  3. Add any notes (optional)
  4. Click Save

4. Publish the Schedule

Once your schedule is complete:

  1. Review all shifts for the week
  2. Click Publish Schedule
  3. Employees will receive notifications automatically

Schedule Templates

Save time by creating schedule templates for recurring shift patterns. Go to Settings > Schedule Templates to set these up.

Adding Employees

Quick Add

  1. Go to Employees in the navigation
  2. Click Add Employee
  3. Enter employee details:
    • Name
    • Email
    • Phone
    • Store location
    • Role
  4. Click Save

The employee will receive an onboarding email with instructions to complete their profile.

Bulk Import

For multiple employees, use the bulk import feature:

  1. Go to Employees > Import
  2. Download the CSV template
  3. Fill in employee information
  4. Upload the completed CSV

Managing Time Off

Reviewing Requests

  1. Go to Time Off in the navigation
  2. Pending requests appear at the top
  3. Click on a request to review details
  4. Approve or Deny the request

Time Off Policies

Configure your time-off policies:

  1. Go to Settings > Time Off
  2. Set PTO accrual rates
  3. Configure blackout dates
  4. Set approval workflows

Key Features at a Glance

Feature How to Access
View schedules Dashboard > Scheduling
Add shifts Click any day on the schedule
Manage employees Dashboard > Employees
Time off requests Dashboard > Time Off
Reports Dashboard > Reports
Settings Dashboard > Settings

Keyboard Shortcuts

Shortcut Action
? Show help
n New shift
p Publish schedule
← / → Previous/Next week

Mobile Access

The platform is fully responsive and works on mobile devices. Employees can:

  • View their schedules
  • Submit time-off requests
  • Swap shifts with coworkers
  • Update availability

Simply visit the same URLs on any mobile browser.

What's Next?

Now that you're set up, explore these features:

Need Help?