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StudioFor gallery staffThe gallery rota, for the calendar manager

This guide covers the Event Manager module. If your gallery has not switched it on (the Owner does that in Settings → Extensions), this page will not match what you see — skip it for now.

The gallery rota, for the calendar manager

For the person who makes sure somebody is on the desk every day the gallery is open. You do not need to be technical to do this job, and you do not need to read this whole page — the five-minute version is the whole job on one screen.

Your members see the other side of this. That is a separate page: Calendar, for member artists.

Who can do this job. An Editor, an Admin, the Owner, anybody whose role is Calendar Manager (for someone whose job is the rota), or anybody holding the Calendar Manager tick box (for someone who helps with it alongside another role — any role, a Treasurer or a Guest artist included). Both are set in Settings → Organization → Users. Several people can do it at once, so the rota keeps running when one of them is on holiday. Calendar Manager opens the rota on this page: requests, sign-ups, held places, attendance, reminders, restore points, deleting future shifts (one, several, or a whole date range; see Removing a date range), and building the month: Gallery Shifts, the Schedule wizard, Bulk import, + Add shift, Edit and Duplicate on a shift, and Publish to members, for gallery shift months only (see Making next month’s shifts). It does not let somebody add or change exhibitions, openings, talks or meetings or their shifts, rename or delete an entry, or delete a shift that has already started, and it opens nothing outside the calendar. Only an Admin or the Owner can tick it.

The five-minute version

  1. Schedule in the left-hand menu.
  2. Pick the month you are working on. Beside the month, Requests waiting and Nobody on list the shifts that need you this month.
  3. Anything red still needs somebody. Click any shift — on the month, or in either list — and its roster opens right there. Close it and you are back on the same month.
  4. To put a named person on a shift: start typing their name → Add sign-up. A gallery member you put on a shift is emailed to say it is theirs.
  5. To keep a slot for somebody who has not said yes yet: Roster → Hold a slot for somebody → pick their name (or nobody) → Hold the slot.
  6. When they say yes: Confirm on the held row. One press, and they are on the shift.
  7. If your gallery makes members ask for shifts: the requests are in the same roster, above the sign-ups — Approve or Decline each one.
  8. Loading a whole rota and do not want everyone emailed for each name? Turn on Silent mode first — see Silent mode.

Nothing here is permanent. Every approve, decline, sign-up and move can be undone, and the roster says how in a sentence next to the button — see Changed your mind?.

That is the job. The rest of this page is detail for when you want it.

Finding the rota

Schedule in the left-hand menu.

Two things are on this screen.

The cards along the top are your calendar entries. An entry is a container, not a single event — Gallery Shifts – September is one entry holding the whole month’s desk cover. Each card tells you how many shifts it has and how many are signed up.

Only entries that have not ended are shown. An entry drops off the day after its last date: its end date, or its last shift if that is later. An entry you have not dated yet and that has no shifts stays, so a new draft never disappears. To see the ones that have ended, tick Show past entries. The shift calendar below still lets you go back to earlier months.

The shift calendar below is the month at a glance. Every person on a shift is a line of their own, the time then the name, like 11am–3pm · Ada Kessler, so nobody is hidden behind a count. A member covering for another reads Ben Okafor (Ada Kessler). The places nobody has taken are one line, 11am–3pm · 2 needed, in red. A day shows its first six lines and then +N more; click it to open the rest of that day, and a printed copy always has every line. Days the gallery is closed are blank — in the picture above, Monday and Tuesday.

Shifts come in three colors, and the middle one is the one worth learning:

ColorWhat it meansWhat to do
RedStill needs somebody.Chase it.
AmberSpoken for, but nobody has agreed yet.Nothing yet — but it is not covered.
PlainSomebody has agreed to work it.Nothing.

An amber shift also says how many slots are held — 1 held — and hovering over it names who they are being held for.

Use the ← and → arrows to move between months. A shift that members have asked for also says how many requests it has — 2 requests.

Click a shift to open its roster there and then. The roster opens over the month; close it and you are on the same month, with the calendar already showing what you just did. You do not have to open the calendar entry to staff a shift.

Beside the month are two lists for the month you are looking at:

  • Requests waiting — every shift a member has asked for, with how many are waiting. Open takes you straight to the requests.
  • Nobody on — every shift with nobody on it. Open takes you straight to its roster to put somebody on.

When both lists are empty they say so — No requests waiting this month and Every shift this month has somebody on it — so an empty list never reads as a screen that did not load.

The quickest way to see what needs doing: look for red. That is the whole answer to “who do I need to chase this week”.

Coverage: who is on, who is not, and how many each

Under the shift calendar, Coverage answers the three questions you get asked most. It follows the month the calendar is showing — move the calendar to November and Coverage is November — and you can still pick another stretch:

  • Every shift in the range and who is on it. A shift with nobody on it is shown in red and says Nobody on this shift, and any requests waiting on a shift are counted beside it.
  • Shifts per member — how many each member holds, so an uneven rota shows without arithmetic. Sort it Most first, Fewest first or By name.
  • Not signed up — the members who hold no shift in the range. A member whose shifts another member picked and works for them is not listed here, and neither is a member who is exempt.
  • Picked by a delegate for another member — how many shifts in the range a member picked and works for somebody else, and, under Picked for them by a delegate, whose shifts they were. A shift picked that way also says so in Every shift. See Members who pick for another member.
  • Exempt from gallery shifts — the members the board has excused, with the reason and the date the exemption ends, if one was given. It appears only when somebody is exempt. On a printed copy the names are kept and the reasons are left off.

Pick the range with This month, Next month, This quarter or Next quarter, or type any From and To dates (up to a year).

Who counts as “not signed up”. The line under the heading says it, and it is: every current member of the gallery. Guest and show artists are not members, so they are never listed. A member whose membership ended before the range starts is left out; one whose membership ends later is still expected. A request that has not been approved is not a shift. A member marked Exempt from gallery shifts (see Excusing a member from shifts) is never listed as not signed up. If they take a shift anyway, they are counted in Shifts per member like anybody else, with (exempt) beside their name.

The big numbers at the top — shifts, nobody on, requests waiting — are sized to read while you are standing at the desk talking to somebody.

Signing a member out of all their devices

If a member has lost a phone, or someone else may be using their sign-in, go to Schedule in the left-hand menu, scroll down to Coverage, find the member under Shifts per member and press Sign out of all devices on their row. Read the confirmation and press Sign them out. Every sign-in they have ends at once, and next time they sign in with an emailed code. Their shifts and requests stay as they are, and you stay signed in.

The button is there for a Calendar Manager, an Admin and the Owner, and only on a member who has a member login. If the member also belongs to another gallery, CartonCrew refuses and changes nothing, because a sign-in is shared by every gallery the person belongs to; the dialog says what to do instead. Owners and Admins can also do this from the member’s record (see Signing a member out of all their devices). Every sign-out is recorded in the audit log.

Opening one month’s rota

Click a card to open that entry.

Every shift in that month, in date order. The Members column is the one to read:

What it saysWhat it means
0 / 1Nobody on it, one place. This one needs somebody.
1 / 1 · FULLOne place, filled. Nothing to do.
1 / 2Two places, one filled. Still needs one more.
2 / 2 · FULLBoth places filled.
0 / 1 · 1 held · no free slotNobody has agreed yet, but you are keeping the place for somebody. Nobody else can take it.
1 / 2 · 1 held · no free slotOne person confirmed, one place being kept. Nothing free to offer.
… · closed to sign-upsMembers cannot take it. You still can — see Closing a shift to sign-ups.

Known rough edge. Opening an entry gives you every shift in the month as one long list, whether it needs somebody or not. Getting from here to “just the ones I care about” is being worked on. For now, the month calendar on the Schedule screen is the faster way to spot the gaps, because it colors them red.

Putting somebody on a shift

Press Roster on the shift’s row.

The dialog tells you how many places the shift has and who is already on it. Underneath, Gallery member is where you add somebody:

  1. Start typing their name.
  2. Pick them from the list.
  3. Add sign-up.

The member is emailed to say you have put them on the shift: the gallery, the entry, the date and the times, and a button to their shifts. Nobody else is emailed, and a person you add by name only, who is not a member, is not emailed at all. If the email cannot be sent, the sign-up still stands.

That is a reassignment too — to move a shift from one person to another, Release the first and add the second — or use Reassign, which does both in one step.

Past the month’s limit. If the member already holds the most shifts one member may take that month, Add sign-up does not add them straight away: the dialog says, for example, “Dee Laurent already holds 2 shifts in October 2026 and the limit for the month is 2. Add them anyway?” Press Add anyway to put them on, or Cancel to leave it. An add past the limit is recorded in the gallery’s history as an override.

People signed up as a group

A member (on their Calendar) or a visitor (on a public sign-up page) can sign up to 3 more people with them, 4 in total, for example a mother and daughter. Each person is a row of their own on the roster and takes one place. The extra people are listed straight after the person who signed them up, indented, with signed up by (that person’s name) under their name. A phone reads (xxx) xxx-xxxx. Someone added with a name only has no contact details of their own; the row says to reach them through the person who signed them up. You release, reassign and mark attendance for each person on their own row, as for anybody else.

Who is offered, and who is not

The list offers current members only. Somebody whose membership has ended is not on it, and the system refuses them even if something else tries to add them. A member who has given notice but whose end date has not arrived yet is still offered, because they are still a member.

If the list is empty, it is because the gallery has no member artists recorded yet — add them under Artists first.

Taking somebody off a shift

When a member tells you they cannot do a shift, or you are rebuilding a week, you take them off and leave the place empty for somebody else.

  1. Press Roster on the shift.
  2. Press Release beside their name.
  3. The row says what will happen. Press Release and their name to go ahead, or Keep to leave them on.

The place is open again straight away, and the shift keeps its number of places. The member is emailed that the shift is no longer theirs and that you released it — it does not say they cancelled. If somebody else is on the same shift, only the person you released is taken off and emailed.

Changed your mind? Put them straight back with Add sign-up.

If the email cannot be sent, the release still happens and you are told the email failed, so you can tell them yourself.

A row that is not a confirmed sign-up (a cancelled one, for example) shows Remove instead. It takes the row off the list and emails nobody.

Excusing a member from shifts

Some members are excused from shift duty by the board: age, health, or a full-time role elsewhere in the gallery. Mark them once, and every list that chases people stops naming them.

  1. Go to Artists and press Edit on the member.
  2. At the top, under Exempt from gallery shifts, tick the box.
  3. Optionally give a reason (only staff see it) and an Until date.
  4. Press Save exemption.

The row then says Exempt from shifts, or Exempt from shifts until the date. From then on the member is left off Not signed up on Coverage and is not sent the reminder about open shifts. Nothing is refused because of it: they can still sign up for any shift or stand in, and when they hold a shift it shows on the roster and in Coverage.

The exemption ends by itself. The day after the Until date the member is expected again, and nobody has to remember to clear it. To end it early, untick the box and press Save exemption; the reason and the date are removed. Every change is recorded with who made it and when. A member cannot mark themselves exempt.

Deleting a shift or a month that has people on it

A delete that would take somebody off the calendar asks twice.

  1. Press Delete on the shift (or on the month’s entry, or Delete selected for several shifts) and say yes to the first question.
  2. If anybody is signed up, has asked for the shift, or has a place held on it, a second box says how many members that is, with the sign-ups and held places counted. Type DELETE in the box and press Delete, or press Keep it.

The second box also has Email the N people signed up that it is cancelled, ticked, where N is the number of people signed up. Leave it ticked and each of them is emailed that the shift is cancelled. Untick it and nobody is emailed: use that for a shift or month made by mistake, or when you would rather tell people yourself. Either way the delete is recorded, including whether people were emailed. A shift with nobody on it and nothing held deletes after the first question, as before, and there is nobody to email.

Before anything is deleted, a restore point of the month is kept, so it can be put back.

A Calendar Manager can delete shifts too, but only future ones: a shift that has already started stays on the calendar. Deleting one says so, and Delete selected deletes the future shifts in the selection and lists the started ones it kept. An Editor, an Admin and the Owner delete shifts as before.

Removing a date range

To take every future shift between two dates off the calendar at once, for example all of February, across every entry:

  1. In the sidebar, click Schedule, then scroll to Remove a date range (below the coverage report).
  2. Pick From and To, then press Preview. It says how many shifts, in how many calendar entries (each named, with its count), and how many people are signed up. Shifts that have already started are listed under Kept with the reason; they are never removed.
  3. Press Remove these shifts. If anybody is signed up, has asked for one of the shifts or has a place held, type DELETE, and choose whether to Email the N people signed up that it is cancelled (ticked by default; untick it and nobody is emailed). With nobody on them, one question is enough.

Only the shifts go: the calendar entries stay. A restore point of each month in the range is kept first, so Putting a month back brings the shifts and their sign-ups back. The audit log records who removed which range and whether people were emailed. A Calendar Manager, an Editor, an Admin and the Owner can do this.

Putting a month back

The calendar keeps restore points of each month’s shifts, sign-ups, held places and stand-ins: every hour on the first five days of the month, once a day after that, before every delete and before every restore. Each is kept for 30 days. A month that has not changed since its last restore point is not copied again.

  1. On the shift calendar, move to the month.
  2. Under Restore points, find the time you want and press Preview.
  3. The preview lists exactly what would change: the shifts and names put back, and the shifts and names taken off (anything added since that time). Nothing has changed yet.
  4. An Admin, the Owner or a Calendar Manager presses Restore this point.

The month is put back as it was at that time, with the same sign-ups on the same shifts. Members are not emailed. You are emailed a summary of what was put back and taken off, with an Open the calendar button that opens Schedule on your gallery’s own address, and a restore point of the month as it was just before is kept, so a restore can be undone the same way. Editors can look at every restore point and its preview; only an Admin, the Owner or a Calendar Manager can restore one.

Reminding members about open shifts

When shifts are still empty, ask the room before you pick somebody.

  1. On the shift calendar, press Remind members about open shifts.
  2. You see what would go: every shift from today that still has a free place, and how many members it will go to. A shift that needs two people and has one says 1 of 2 places open. Full shifts, and shifts you have closed to sign-ups, are left out.
  3. Press Send to … members, or Not now.

Each member gets one email listing every open shift, with a Take a shift button to their calendar — never one email per shift. The list is worked out when you press Send, so a shift somebody took a minute ago is not in it. It goes to current members only: guest and show artists, archived artists, anybody whose membership has ended, and members exempt from gallery shifts are not written to. Afterward you are told how many it went to.

A held place counts as taken: a two-place shift with one place held reads 1 of 2 places open, and a shift that is wholly held is not in the reminder at all.

If every shift is taken, it says so and nothing is sent. After a reminder has gone, the next one can go ten minutes later, so a double press, or two of you pressing at once, sends one round, not two.

Emailing members who have not signed up for the month

Once a month the calendar emails every member who has no gallery shift yet, and sends you the list. It is on unless you switch it off.

To change the day, or switch it off:

  1. In the sidebar, open Settings, then the Shifts tab.
  2. In Remind members who have not signed up, pick the day of the month it goes out (1 to 28; the 3rd unless you change it). To stop it, untick Email members who have not signed up.
  3. Press Save.

Only an Admin or the Owner can change it. If there are no shifts members can sign up for in the month yet, nothing is sent: nobody is told they have not signed up for a month you have not scheduled. If you add the month’s shifts within two days of the set day, it goes out the next day.

On that day, in the gallery’s own time zone, each member with no gallery shift that month gets one email. It says they have not signed up yet, has a Pick a shift button to their calendar, and gives your address in case they would rather you booked one for them. A reply goes to you. You get one email listing everyone it went to, and anyone with No email address on file, so you can reach them another way.

The same people as Not signed up in the Coverage report are left out: guest and show artists, archived artists, members whose membership has ended, and members excused from gallery shifts. A member whose last month is this month is still emailed. A shift somebody picked for a member counts as that member’s, not the picker’s. A shift a member has asked for and you have not yet approved counts as signed up.

It goes once a month. A member is never emailed twice for the same month, even if something runs twice. If a send fails, it is tried again the next day. If the day is missed, it still goes out on either of the next two days, but not later in the month.

Shift fines

If your gallery’s rules fine members for missing the sign-up deadline, arriving late, or missing a shift, the calendar can keep the record for you. Every fine is off until an Admin or the Owner sets an amount, and nothing is ever charged automatically: the calendar proposes a fine and a person decides. No payment is taken here. A fine is a line on the member’s record, paid the way the gallery already collects money.

Setting the amounts

  1. In the sidebar, open Settings, then the Shifts tab.
  2. In Shift fines, type an amount for each fine you charge: Not signed up by the deadline (per month), Late without prior arrangement (per hour or part of an hour), and Missed shift without a substitute (per shift). Leave a box blank to keep that fine off.
  3. Press Save.

Only an Admin or the Owner can change the amounts. Changing an amount never changes a fine already proposed.

When a fine is proposed

  • Not signed up by the deadline. On the 1st of the month, in the gallery’s own time zone, every member with no shift that month is proposed the fine: the same people as Not signed up in the Coverage report. Members excused from gallery shifts are never proposed it, and nor is a member a delegate has picked a shift for. If the month has no shifts members can sign up for, nothing is proposed. It still runs on either of the next two days if the 1st is missed, and never twice for the same member and month.
  • Late. Open the shift’s Roster and type the minutes in the min late box beside the person, then click away. The fine is every hour or part of an hour: 70 minutes late is two hours.
  • Missed. In the shift’s Roster, set Attendance to No-show.

A shift with a substitute is never fined: nobody standing in for a member, and nobody working a shift picked for another member, is proposed a fine for it, and nor is the member they covered for. Members excused from gallery shifts are never proposed a late or missed fine either. If you correct the attendance (for example from No-show back to Attended), a fine nobody has decided on yet is taken back.

Reviewing fines

  1. In the sidebar, open Schedule. The Shift fines card is below Restore points. (The Treasurer finds the same card in Artists, on the Dues tab.)
  2. Each fine says who, what it is for, the amount, and where it stands: Waiting for a decision, Owed, Waived or Dismissed. Use Show and Member to narrow the list; choosing a member shows that member’s whole record.
  3. For a fine Waiting for a decision, press Confirm to make it owed, or Dismiss if it should not apply. A late arrival you had agreed to in advance is simply dismissed: there is nothing to record beforehand.
  4. To excuse a fine that is already Owed, press Waive, type why in Why is it waived?, and press Waive fine. A reason is required.

Who can do what:

Confirm or dismissWaiveSet the amounts
Owner, AdminYesYesYes
TreasurerYesYesNo
Calendar Manager (role or tick box)YesNoNo
Editor, Viewer, memberNoNoNo

Every confirm, dismiss and waive is recorded with who did it and when.

For the Board: two missed shifts in twelve months

At the top of the Shift fines card, For the Board: two missed shifts in twelve months lists every member who has missed two gallery shifts within the last twelve months, with the dates. It counts from attendance, so it works even if the missed-shift fine is off. A missed shift whose fine was dismissed or waived is not counted, and nor is a shift with a substitute. What happens next is the Board’s decision; the calendar only tells you.

What members see

Members see their own fines on Membership Info, under My shift fines: every fine you confirmed, what it is for and the amount owed, and any you waived with the reason. They do not see a fine until you confirm it, and they cannot change anything. See Calendar, for member artists.

Names on the calendar: full names or surnames

Wherever a shift calendar says who is working, it can show full names (the default) or surnames only:

SettingA shift covered for another member reads
Full nameGregg Goolsby (Rohini Mathur)
Surname onlyGoolsby (Mathur)

To choose:

  1. In the sidebar, open Settings, then the Shifts tab.
  2. In Names on the calendar, pick Full name or Surname only. The example under the choices shows what the calendar will say.
  3. Press Save.

The Calendar Manager, an Admin and the Owner can change it, and it is saved per gallery. It applies to the Schedule calendar and the month view, the coverage report, the roster of a shift (the line above each person’s attendance), the member portal’s calendar (the month cells and the day panel), the calendar-only screen and the weekly email. A member covering for another (or picked for) always reads worker (original), in the chosen style.

A surname is the last name recorded on the member’s artist record, or, if there is none, the last word of the name. When two different people on one shift share a surname, each gets an initial so you can tell them apart: G. Goolsby and R. Goolsby (their full names, if they share the initial too). Nothing stored changes: switching back to Full name shows the names as they were.

A change applies to the current month and every later month. Months before the current month keep showing names the way they were set at the time, so the past rota does not change under you. If you change your mind in the same month, the current and later months simply follow the new choice.

Shift times on the calendar: the whole shift or the start time

Wherever a shift calendar shows when a shift is, it can show the whole shift (the default) or the start time only:

SettingA shift from 11 in the morning to 3 in the afternoon reads
Whole shift11am–3pm
Start time only11am

Times are short (11am, 3:30pm) and in your gallery’s own time zone.

To choose:

  1. In the sidebar, open Settings, then the Shifts tab.
  2. In Shift times on the calendar, pick Whole shift or Start time only. The example under the choices shows what the calendar will say.
  3. Press Save.

The Calendar Manager, an Admin and the Owner can change it, and it is saved per gallery. It applies to the Schedule calendar and the month view, the coverage report, the member portal’s calendar (the day panel; the month cells always show the start time only), the calendar-only screen and the weekly email. The shift roster lists people, not times, so it does not change.

It only changes what the calendars show. No shift’s times, sign-ups or reminders change, and the shift’s own page still lists its start and end time. Unlike Names on the calendar, it applies to every month, past and future, as soon as you save.

The weekly email: who works when

Every week the calendar emails each member working a gallery shift in the coming seven days the week’s shifts and who works each, so they know who they are working with. You get a copy.

It is on unless you switch it off. To change it:

  1. In the sidebar, open Settings, then the Shifts tab.
  2. In Weekly email: who works when, untick Email members working next week who works when to stop it, or pick the day it goes out (Sunday unless you change it).
  3. Press Save.

Only an Admin or the Owner can change it.

On that day, in the gallery’s own time zone, each member working in the seven days after it gets one email. It lists every gallery shift that week, with its date, time and the names of who works it; their own shifts are in bold. A shift a member picked and works for somebody else reads Worker (Member), as it does on the rota, and so does a stand-in. Names follow your Names on the calendar setting, so with Surname only the email reads Goolsby (Mathur). Times are short, 11am–3pm, or just 11am if you chose Start time only in Shift times on the calendar. A shift with nobody on it says Nobody yet. A reply goes to you.

Members with no shift that week get nothing, and the member a shift is worked for is not emailed for it. Only shifts members can see on their calendar are listed: an entry still in draft is left out. You get one copy of the list, naming anyone working that week who has No email address on file. If nobody is working that week, nothing is sent.

Each member’s email has a See your shifts button that opens the calendar in their member portal. Your copy has an Open the calendar button that opens Schedule, the staff calendar, on your gallery’s own address.

It goes once a week. A member is never emailed twice for the same week, even if something runs twice. If a send fails, it is tried again the next day. If the day is missed, it still goes out the day after, for the same week.

The morning summary of yesterday’s shift changes

Every morning at about 3 AM, in the gallery’s own time zone, the calendar emails the Calendar Manager what changed on the rota the day before. The 3 AM email on 10/7 covers changes made on 10/6.

Each change is one line: the shift’s date and time, the shift’s name, and what happened:

  • a member cancelled a shift;
  • a member withdrew a request for a shift;
  • a member named a stand-in (both names are given);
  • the gallery moved a shift from one member to another (both names);
  • the gallery removed a member from a shift.

New sign-ups are not listed, nor are approvals or attendance. It does not matter whether the member or you made the change. If nothing changed the day before, no email is sent. Only your own gallery’s changes are in it.

It goes to the same people as the other Calendar Manager emails: the Calendar Managers, or, if the gallery has none, the Owners and Admins. It needs the gallery’s time zone to be set (in the sidebar, open Studio Site, then the Featured tab and choose Your gallery’s timezone); a gallery with no time zone set gets no summary, because the calendar will not guess the day.

To see who receives it, in the sidebar open Settings, then the Shifts tab. In Daily summary of shift changes, Sent to lists each person by name and email address. If the gallery has no Calendar Manager, a note says the summary goes to the Owners and Admins because none is set. Below the list, Last sent gives the date the most recent summary went out and the day it covered, or says no summary has been sent yet. If the summary is switched off, the card says nobody receives it. The list is read by the same rule the email uses, so it always shows who would get the next one. Only an Admin, the Owner or a person with the Calendar Manager role sees it, and it lists your own gallery’s people only.

To switch it off (it is on unless you do):

  1. In the sidebar, open Settings, then the Shifts tab.
  2. In Daily summary of shift changes, untick Email the Calendar Manager a daily summary of shift changes.
  3. Press Save.

Tick it again and press Save to bring it back. An Admin, the Owner or a person with the Calendar Manager role can change it. It is a setting for your gallery only; it never affects another gallery. The emails about each individual change are separate and are not affected.

The summary is sent once per day. If the calendar’s morning job runs twice (for example, after a retry), you still get a single email for that day. If the email could not be sent, the next run tries again.

A change made before this email existed, or a change to a shift that has since been deleted, cannot be placed on a shift and is not listed.

Being emailed when a member changes a shift

The calendar can email you every time a member changes a shift themselves, so you hear about it without opening the calendar.

  1. In the sidebar, open Settings, then the Shifts tab.
  2. In Email the Calendar Manager when a member changes a shift, tick Email the Calendar Manager on every member change.
  3. Press Save.

It is off until you switch it on. Only an Admin or the Owner can change it.

With it on, you get one email each time a member, from their own calendar:

  • signs up for a shift;
  • asks for a shift (when shifts are by request), or withdraws that request;
  • cancels a shift they hold;
  • picks a shift for a member who asked them to, or cancels one they picked;
  • names a stand-in.

The email says who did it, which shift (the entry, the date and the time) and what changed, with an Open the calendar button that opens Schedule on your gallery’s own address. Every calendar manager of the gallery gets it once; if the gallery has no calendar manager, its owners and admins get it. A change made by a calendar manager, an Admin or the Owner, including one they make for their own shifts, sends nothing. Pressing a button twice sends nothing more.

When a member names a stand-in, this one email replaces the copy of the two members’ emails, so you hear about it once. With the setting off, nothing new is sent and the stand-in copy stays as before.

The email never gets in the member’s way: their change is saved first, and if the email cannot be sent, the change still stands.

Silent mode: changing the rota without emailing anyone

When you are loading a rota you already have (copying last month’s paper rota in, for example), you do not want every member emailed for every name you add. Silent mode is for that.

Who has it: a calendar manager (the Calendar Manager role, or the Calendar Manager tick box), the Owner and Admins. Nobody else sees the switch.

To turn it on: Schedule in the left-hand menu → Silent mode off above the month calendar → it changes to Silent mode on. The same switch is on an entry’s page, above its list of shifts: Schedule → click the entry’s card → Silent mode off. A banner then reads Silent mode: changes you make do not email anyone., and the same banner is at the top of every roster you open.

While it is on, these save exactly as normal but email nobody:

  • putting somebody on a shift (Add sign-up);
  • Approve and Decline on a request;
  • moving a shift from one member to another;
  • taking somebody off a shift (Release or Remove);
  • Confirm on a held slot (this has never emailed anyone; it is still recorded as a silent change);
  • Apply on a rota spreadsheet import (see Big changes: the rota in a spreadsheet).

Release and tell on a held slot is not offered while Silent mode is on.

With Text Alerts on, the same changes made outside Silent mode also send the member a confirmation text when their place is confirmed; in Silent mode they send no text either.

What still goes out: the weekly who works when email and every other reminder sent before a shift. Silent mode covers the email a change would send, not reminders, so somebody you added quietly is still reminded before their shift.

It turns itself off when you sign out, or 12 hours after you turned it on, whichever comes first, so it cannot be left on by mistake. It is your own switch: another calendar manager’s changes still email members unless they turn it on too. It stays on if you reload the page.

It is recorded. Every change made in Silent mode is marked as silent in the audit log, so it is always possible to see what changed without anybody being told.

The server decides, not the screen: a change marked silent by anybody other than a calendar manager, the Owner or an Admin still emails the member as normal.

Big changes: the rota in a spreadsheet

For a big change (a new month from a paper rota, or a lot of swaps at once), editing a spreadsheet is quicker than opening every shift. Export the rota, change the names in Excel or another spreadsheet program, and import it back. Gallery shifts only.

Who has it: a calendar manager (the Calendar Manager role, or the Calendar Manager tick box), the Owner and Admins. An Editor, a Viewer and members do not.

Exporting

  • A whole month: in the sidebar, click Schedule, pick the month with the arrows above the calendar, then scroll to Rota spreadsheet and click Export rota (CSV) or Export rota (Excel).
  • One entry: in the sidebar, click Schedule, click the gallery-shift entry’s card, then Export or import rota at the top of its Schedule list, then Export rota (CSV) or Export rota (Excel).

The file has one row for every place on every shift: a shift with three places is three rows. The columns are Date, Start, End, Shift, Member, Member ID, Standing in for, Standing in for ID, Status and Shift ID. An open place is a row with the member left blank, ready to fill in. A held place says Held.

Names are always written in full, even if your calendar shows surnames only, so each cell names one person. A stand-in is written the way the calendar shows it, the worker first and the member they stand in for in parentheses: Rosa Martin (Gil Grant). The Standing in for columns say the same thing again.

Keep the Shift ID and Member ID columns. They are how the file finds the right shift and the right person; you can hide them in your spreadsheet if they get in the way.

A sample file

This is a month with two Saturday shifts of two places each:

DateStartEndShiftMemberMember IDStanding in forStanding in for IDStatusShift ID
2026-12-0510:0014:00Gallery ShiftAda Kessler6f1c…Confirmed9b2e…
2026-12-0510:0014:00Gallery ShiftRosa Martin (Gil Grant)a7d0…Gil Grant3c55…Confirmed9b2e…
2026-12-1210:0014:00Gallery ShiftOpenc41a…
2026-12-1210:0014:00Gallery ShiftOpenc41a…

To put Ben Okafor on the 12th, type Ben Okafor into one of the two blank Member cells for that date. You do not need his member ID: the name is enough.

Typing names

Type names the way you would write them. The import matches each one to a member of your gallery, in this order:

  1. the Member ID column, if it is filled in;
  2. the full name, exactly (“Ada Kessler”);
  3. surname first, with a comma (“Kessler, Ada”);
  4. an initial and the surname (“A. Kessler” or “A Kessler”);
  5. the surname alone (“Kessler”), but only when nobody else in the gallery has that surname. The preview flags these so you can check them.

Capital letters and extra spaces do not matter.

For a stand-in, either type both names in the Member cell the calendar’s way, Martin (Grant), or type the worker in Member and the member they stand in for in Standing in for. Both names are matched the same way.

If you change a name, clear its Member ID too (or the import will tell you the name and the ID are different people, and ask you which you meant).

The import never guesses. When a name matches nobody, the preview shows a drop-down of the members whose names are closest to what you typed. When a name matches more than one member (two people called Chen), the drop-down lists them. Pick the right person in each one. Apply stays greyed out until every row is settled.

People already on the calendar stay as they are. A row that names exactly who the calendar already has on that shift is Unchanged, even if that member has since left the gallery or is In Memoriam. So an exported file always reads back without errors.

A member who has left, a member In Memoriam, and somebody who is not a gallery member are never added to a shift by an import: their rows show the reason, and they are never offered in the drop-down.

Rows you do not want to fix. Every row with a problem (an error, or a name still waiting for you to pick someone) also offers:

  • Skip this row: that place is left exactly as it is now. Nobody is added, and whoever is already on it stays, even in Overwrite.
  • Leave the place empty (in Overwrite only): whoever is on that place is taken off, and it stays open. Append never takes anybody off, so it does not offer this.

Skip all rows with problems above the list skips every one of them at once. Undo beside a skipped or emptied row takes the choice back. Apply checks every choice again before it saves anything.

Importing

  1. Open the same place you exported from (the month’s Rota spreadsheet card, or the entry’s Export or import rota).
  2. Choose how to import:
    • Append fills empty places only. Nobody already on a shift is moved. Extra rows for a shift add places; Append never removes a place.
    • Overwrite gives the shifts in the file exactly the people, and the number of places, in the file: anyone not listed for those shifts is taken off. A shift that is not in the file at all is kept unless you choose to delete it (see Shifts not in your file below). Clearing every name on a shift and choosing Overwrite empties that shift.
  3. Tick Override the monthly limit only if you mean to put a member over the month’s limit, exactly as when you add them one at a time.
  4. Click Choose a file and preview… and pick your CSV or Excel (.xlsx) file (up to 512 KB and 1,000 rows).
  5. Read the preview. It lists every change (New shift, Places, Added, Moved, Stand-in set, Removed), and under Rows to check every row that needs you: a name to pick, a surname-only match to confirm, or an error (unknown member, former member, more people than places, over a member’s monthly limit, a date outside the month or entry, or no shift at that time). Pick a member, Skip this row, or Leave the place empty for each.
  6. Click Apply. Everything is saved at once, or, if anything is wrong, nothing is.

Adding and removing places

Each row is one place. The number of rows a shift has in your file (rows with a blank member included, since those are open places) is the number of places that shift will have. The rows belong to a shift by its Shift ID.

  • To add a place, copy one of the shift’s rows, Shift ID included, and paste it as a new row. Leave the Member cell blank for an open place, or type a name to fill it. For example, a shift on Friday, December 18 from 2:30pm to 6:00pm with one open place exports as one row; two copies of that row give it two open places, and the preview says places 1 → 2. This works in both Append and Overwrite.
  • To remove a place, delete one of the shift’s rows and import with Overwrite. Append never removes a place.
  • A shift can never end up with more people (or held places) than places. If the rows you leave are fewer than the people who would still be on it, for example because a place is held, the shift’s last row shows the problem and nothing is saved until you fix it.
  • A shift with no limit on its places stays that way.

New shifts. A row with no Shift ID, on a date and at a start and end time where no shift runs, is listed under New shifts with Create it and Skip. Create it makes the shift with those rows as its places and the people named on them. Skip leaves those rows out. Apply stays greyed out until you choose one for each new shift. A new shift can be added only when the import is for one gallery-shift entry (from the entry, or a month with only one entry).

Shifts not in your file (Overwrite only). A shift in the month or entry that has no rows in your file is listed under Not in your file, with the names of anyone signed up. Each one is Keep unless you change it:

  • Keep leaves the shift and its people exactly as they are.
  • Delete deletes it the same way as deleting a shift from the calendar: a restore point is taken first, and you choose whether the people signed up are emailed that their shift is cancelled (with Silent mode on, nobody is emailed).
  • Delete all not in file sets every one of them to Delete at once; you can then set any of them back to Keep.

To delete, type DELETE in the box that appears, then click Apply and delete. The shifts are deleted straight after the import saves. A calendar manager cannot delete a shift that has already started, so such a shift is kept. If any shift could not be deleted, a warning stays on the page after Apply, listing each one with its date, time and the reason: delete it from the shift entry, or import again.

Apply checks every choice again before it saves anything. A Shift ID from outside the month or entry you are importing into, or from another gallery, is never found, so its rows are errors and nothing is saved.

Telling members. With Silent mode off, each person whose shifts changed gets one email listing all of their changes, not one email per row. With Silent mode on, nobody is emailed and the import is recorded as silent. Moves and removals made by an import appear in the next morning’s summary of shift changes, like any other change.

Printing the rota and the coverage report

The rota goes on the wall, and in the bag you take to the meeting. Both the shift calendar and the Coverage report have a Print button.

  1. Open the month (or pick the range on Coverage) you want on paper.
  2. Press Print.
  3. Your browser’s print window opens. Pick a printer, or Save as PDF to keep a copy or email it — that option is your browser’s own.

What prints is the report and nothing else: no menu, no sidebar, no buttons and no range picker. The top of the page says the gallery, which report it is, the month or range it covers, and the date you printed it, so an old copy on the wall is easy to spot. A day on the calendar, or a shift on Coverage, is never split across two pages. Nothing relies on color: on Coverage an empty shift says Nobody on this shift, so it reads the same in black and white. A4 and US Letter both fit.

Printing shows exactly what you see on screen — the same people and shifts, for your gallery only. It does not fetch anything new.

Holding a slot for somebody

You often know in advance that a particular person wants a particular shift, and you do not want anybody else taking it while you ask them.

That is a hold. It keeps the place, it does not put anybody on the rota, and it tells nobody anything.

Holding one

  1. Press Roster on the shift.
  2. Open Hold a slot for somebody.
  3. Pick the member, if you know who it is.
  4. Add a note if it helps you — asked at the AGM, waiting to hear back.
  5. Hold the slot.

You do not have to name anybody. “Somebody wants this, I have not written down who” is a real situation and a real hold — it keeps the place just the same, and the row reads Held — nobody named yet until you decide.

What a hold does, and what it does not

It doesIt does not
Take up a place, so nobody else can take itPut anybody on the rota
Show as amber on the month calendarCount as covered anywhere
Show on the roster with the name and your noteEmail the person
Sit there until you do something about itExpire on its own

The last two are deliberate. Nobody is emailed — you may not have spoken to them yet, and “your shift has been released” is a strange message to get about a shift you never knew you had. And a hold never expires, because a hold that quietly disappeared would reopen a Thursday you believed was sorted.

When they say yes

Press Confirm on the held row. That is the whole thing: the hold becomes a real sign-up, in one press, with no gap in between for somebody else to take the place.

If the hold has nobody named, CartonCrew will ask you who is taking it before it confirms — a shift has to be somebody.

When they say no

Press Release. The place goes back to being free, and nobody is told. There is no “are you sure?” — putting a hold back is one press, so it is not worth stopping you for.

If you did ask them and want them to know the place is no longer being kept, press Release and tell their name instead. They get one email saying the place is no longer held for them, and that they can still take the shift on the calendar while there is room. It is only offered when the hold names somebody, and you are told if there was no email address to send to or the email failed.

Releasing a hold and removing a sign-up are different things. Removing somebody who agreed to work a shift asks you to confirm, because it takes away something they said yes to. A hold is your own note about a conversation you have not had yet.

Who can be held for

The same people who can be put on a shift: current members only. Somebody whose membership has ended cannot be held for, exactly as they cannot be rostered — gallery duty is a membership obligation. A member who has given notice but whose end date has not arrived is still a current member and can be held for.

Holds and capacity

A held place is a taken place. A two-place shift with one hold has one place left, not two, and a two-place shift with two holds has none — the third hold is refused, and says why.

Members see this from their side as a shift with nothing free. They are not told who it is held for, or that it is held at all.

Letting members ask, and approving

By default a member presses Sign up and they are on the shift. That is how it has always worked, and nothing about it changes unless you choose to.

Some galleries would rather decide. If yours is one of them, switch it on: Settings → Shifts → How members take shifts → Ask, and the gallery approves. From then on, on gallery shifts:

  • a member presses Request this shift instead of Sign up;
  • the request is written down with the moment it was made, and takes up no place — the shift stays open to everybody else, and to you;
  • the member is told where they stand in words — You are second in the list — awaiting the gallery — and can withdraw while they wait. When somebody ahead of them withdraws, everybody behind moves up;
  • members are not shown who else has asked. They see their own place and nothing else.

It applies to gallery shifts only. Helpers for a reception or a show are taken as they always were. Changing the setting touches nobody already on a shift; it changes what the next press does.

The requests strip

Press Roster on a shift that has requests. Above the sign-ups, under any holds, is a blue strip: 3 members have asked for this shift and are waiting on you, and the members in the order they asked.

Beside each name, before you press anything, is a sentence saying what approving that person would do to the rest:

  • Approving Ada fills the shift; the other 2 requests stay waiting and will not fit.
  • Approving Ada leaves room on the shift; the other 2 requests stay waiting.

Approving

Press Approve. The member is on the shift, the same as if you had rostered them, and they are emailed to say so.

Nobody else is thrown away when you approve. If approving fills the shift, the other requests stay exactly where they are, waiting, and the confirmation tells you so. What to do about them is your decision:

  • leave them — if somebody cancels, one of them can be approved into the gap;
  • decline them one at a time, with a reason each;
  • or, before you press Approve, tick Decline the others and tell them the shift has been allocated. The sentence beside the name changes to say so — the other 3 requests are declined, and each of them is emailed that the shift has been allocated — so you read what will happen before you press. They are declined in the same action and each gets an email saying the shift has now been allocated and pointing them at the calendar for another. It does not say who got it.

If two of you approve two different people for the last place at the same moment, one of you gets it and the other is told the shift is full. Nothing is half-done.

Declining

Press Decline on the row. A box opens for a reason — you are on three Saturdays already this month — which is optional and goes to the member word for word. Then Decline and tell Ada. The member is emailed, the request is gone from the strip, and they may ask again later if they want to.

Moving a shift from one member to another

This one is for any confirmed sign-up, whether or not your gallery uses requests. Somebody phones in sick; you need their Saturday to go to somebody else, and you do not want to wait for them to cancel.

On the roster row, press Reassign, start typing the new member’s name, pick them, and Move the shift. In one action the first member is taken off it, the second is put on it, and both are emailed — the first is told it moved from you to Bo, the second that it moved to you from Ada. Somebody whose membership has ended cannot be moved to, exactly as they cannot be rostered.

When a member names a stand-in

Members can hand a shift they hold to another current member of the gallery themselves, from their own calendar (Name a stand-in). Naming somebody asks them: the shift stays with the first member until the stand-in accepts in their own member portal. When they accept, this is the same move as Reassign, made by the member: they come off the shift and the stand-in goes on it. If the stand-in declines, the shift stays where it was. If nobody answers within 48 hours, or by the shift’s start if that is sooner, the request runs out, the shift stays with the first member, and you and that member are emailed so you can check it is covered. The roster shows the stand-in with the first member in parentheses, for example Ben Okafor (Ada Kessler), and so does the month view. If the stand-in names somebody else, the parentheses still show the first member.

You are copied on the email both members get. “You” means every active calendar manager of this gallery: anybody whose role is Calendar Manager, and anybody holding the Calendar Manager tick box, in Settings → Organization → Users. Event Manager alone does not put somebody on the copy. If the gallery has no calendar manager, its owners and admins are copied. With Email the Calendar Manager when a member changes a shift on, you get one email about the stand-in instead of the copy. A member cannot name somebody whose membership has ended, somebody from another gallery, or themselves. CartonCrew records only names: there is no amount or payment anywhere.

When a member can drop a shift

A member cannot drop a gallery shift in the current month; their only way out is to name a stand-in, and you are copied. The member reads “This shift is too close to drop. If you cannot work it, name a stand-in.” where Cancel would be, and the server refuses a cancel sent any other way. A shift in a later month can be dropped freely: the place is open again at once and you are not told. Near the end of a month the next month’s first days count as this month: from the last 2 days the gallery is open in a month, a shift on the first 3 open days of the next month is too close to drop as well. Open days come from the gallery’s opening hours and its dated closures and openings, so closed days are skipped (a gallery shut Monday and Tuesday whose 1st is a Monday has its first three open days on the 3rd, 4th and 5th). Switch the rule off, or change the two numbers, in Settings → Shifts → When a member can drop a shift. With it off, members can drop any shift.

How far ahead, and how many

In Settings → Shifts → How far ahead, and how many:

  • Members may sign up 2 months ahead. On the 1st of each month, the month that far ahead opens: with 2, December opens on 1 October. A member cannot sign up for a later month, and the calendar says when it opens.
  • Gallery default: most shifts one member may take in a month 2. This is the default, not the limit itself: it is copied into a month when the month is created (the Gallery Shifts dialog starts from it; see Making next month’s shifts), and after that each month keeps its own limit. Changing the default applies to months created from now on; months that already exist keep theirs. To change one month, open it from Schedule, press Edit and change Most shifts one member may take this month.
  • Under the default, the card says how many future months (months that have not started yet) have a different limit. Apply to all future months sets every one of them to the default after asking first, with the count. Months that have started, and past months, never change. Owners, Admins and Calendar Managers can do this; save a new default before applying it.
  • For the first 1 days a month is open, members pick only their own shifts. Picks for another member start the day after. 0 lets them start at once.
  • One member may pick for at most blank other members a month, and one member may work at most blank shifts a month for other members, as a stand-in or picked for them. Blank means no limit, which is how they start: the board decides these numbers.

Press Save. None of this stops you: you can still put anybody on any shift from the roster, and past a member’s limit you are warned first.

Shift rules members accept first

In Settings → Shifts → Shift rules (owners, administrators and anyone with the Calendar Manager role; the Who has accepted list below the box is for owners and administrators):

  • Write the rules in the box, as members will read them.
  • Tick Members must accept the rules before they sign up. You cannot switch this on with the box empty.
  • Press Save.

From then on a member who has not accepted the rules sees them, with one checkbox, the first time they open their Calendar. Until they tick it the server refuses their sign-up, their stand-in and their letting another member pick for them; a member named as a stand-in must have accepted too. You can still put anybody on a shift from the roster.

To change the wording, edit the box and press Save. A small correction leaves everybody’s acceptance standing. For a change members must see, also tick Ask every member to accept again: every member is then asked again, the next time they open their Calendar, and their earlier acceptance is kept as the record of what they agreed then.

Under the box, Who has accepted version n lists every current member, with the date they accepted the current rules, or Not yet. Not yet (accepted version 1) means they accepted an older version. Not yet (no portal sign-in) means they have no member portal sign-in, so they cannot accept until they have one.

Member feedback

Members can press Feedback at the top of any member portal page to send the gallery a message. It goes to Settings → Member feedback, which only the gallery’s owners and administrators can open, newest first, with the member’s name, the page they sent it from, and when. Press Mark read once you have dealt with one. Members never see each other’s feedback.

Members who pick for another member

A member can name another current member of the gallery to pick and work shifts for them, for one month or until they revoke it. The roster, the calendar and Coverage show the shift as the member working it with the member it is for in parentheses, for example Ben Okafor (Ada Kessler). It counts toward the second member’s limit for the month, not the first’s. Every such pick records who pressed the button and for whom. There is nothing for you to approve; members manage it themselves from their Calendar page.

Changed your mind?

Everything you do on a roster can be put back, and the roster says how next to the button, before you press it:

You didTo undo itWho is told
ApproveRelease on their roster row. The place is open again.They are emailed that the shift is no longer theirs.
DeclineAdd sign-up with their name. They are on the shift after all.They are emailed that the shift is theirs.
Add sign-upRelease on their roster row.They are emailed that the shift is no longer theirs.
ReassignReassign on the new person’s row, back to the first.Both are emailed again, saying which way it moved.

When adding somebody would fill the last place while members are still waiting, the roster says that too, before you press Add sign-up: Adding somebody fills the shift: the 2 requests waiting will no longer fit.

Who did what

Every approval, decline and move is recorded with who did it and when, in the same place as everything else on the rota (Settings → Recent Activity). A member’s stand-in is recorded the same way, as a move, with who named whom, for which shift, and when.

Closing a shift to sign-ups

Separate from holding, and for a different job.

  1. Press Edit on the shift.
  2. Untick Open for sign-ups.

This stops members taking the shift themselves. It does not stop you putting somebody on it. Use it for a row that is a note rather than a shift — a DELIVER line, say, that nobody signs up for — or for a whole shift you are not ready to offer yet.

Use a hold, not this, when you are keeping a place for one person. Closing the shift says nothing about who it is for, so you have to remember; a hold writes it down, keeps one place rather than the whole shift, and turns into a sign-up in one press.

This used to work against you. Until v1.589.5, unticking that box locked everybody out, including you — the shift could not be filled at all. If you remember it behaving that way, it does not any more.

What your members see

Members do not see any of the screens above. They see Calendar in their own portal.

Worth knowing, because members ask:

  • The Calendar is a month only (there is no List view). A member clicks or taps a date and that day’s shifts, classes and other entries show in a panel to the right of the month (below it on a phone). Today is picked when it opens, and My upcoming shifts above it lists their own shifts across months.
  • Only shifts that need somebody is off when the page opens. Ticked, it fades every day with no shift that still needs somebody; it hides nothing, and a day with one of their own shifts stays bright.
  • Shifts you have closed do not appear as something they can take.
  • They can cancel their own sign-up from here, and it comes straight back onto your rota as a gap.
  • If your gallery has turned on Ask, and the gallery approves, the button reads Request this shift, they are told their place in the queue in words, and they can Withdraw while they wait. They never see who else has asked.
  • Sync my shifts puts only their own shifts into their phone or computer calendar, through a private link, with no other member’s name in it. See Members’ calendar links below.

A member who uses Sync my shifts has a private link that their calendar app checks every few hours. Anyone who has the link can see that member’s shifts, so if a member thinks theirs has got out (a shared computer, a forwarded email), you can stop it.

Who has it: a calendar manager (the Calendar Manager role, or the Calendar Manager tick box), the Owner and Admins.

  1. In the sidebar, click Schedule, then scroll to Members’ calendar links. It lists every member with a link, and when it was made.
  2. Press Reset link beside the member, then Yes, reset.

The link stops working at once. You never see a member’s link, and nor does anybody else at the gallery. The member makes a new one from Calendar, Sync my shifts, Make my link in their portal.

A member who leaves the gallery, is archived or is In Memoriam needs no reset: their link stops working on its own.

Making next month’s shifts

Gallery duty is the same month-shaped job every month, so it is a button, not a form. On Schedule, press Gallery Shifts (beside + New calendar entry).

It asks for two things: the month and the year. Next month is already picked. The entry is named Gallery Shifts – October for you — edit the name if you like — then press Create and schedule.

Most shifts one member may take this month starts from your gallery’s default (see How far ahead, and how many); change it for this month if you need to. It is stored with the month, and you can change it later by editing the entry (Most shifts one member may take this month; leave it blank for no limit). The field’s hint shows the gallery default and where it is set, for example Gallery default: 4 (Settings > Shifts); when the month’s number is different, Use gallery default puts it back (press Save). Changing the default later in Settings does not change this month unless you use Apply to all future months there.

You land straight in the Schedule wizard, on Pick the dates, with the questions it used to ask already answered from what the gallery already knows:

  • The dates are the whole month. Days you are normally closed (set under Studio site → Hours) are in the list but unticked — tick one if you are opening specially, for a private view say. A date recorded under Closed or open on a particular date on the same page wins over the week: a closed date starts unticked, and an opened date starts ticked with the times you gave it.
  • The times on each day come from that weekday’s opening hours, so a day that opens later gets a later first shift.
  • Seasonal hours. If the gallery has seasons (Studio site → Hours → Seasonal hours), a month a season covers uses that season’s week - which days start ticked and their times - and the wizard names the season. A date under Closed or open on a particular date still wins over the season.
  • The places default to 1 on a weekday and 2 at the weekend.

Everything the wizard filled in for you is shown and can be changed before anything is created. Nothing is real until you press Create shifts on the last step, and until then Cancel costs nothing.

The month is a draft until you publish it. Creating the shifts does not put them in front of your members. The last step of the wizard says so, and when you land back on the entry a note under its title reads This month is a draft. Members cannot see it or sign up until you publish it, with a Publish to members button beside it. One press and the shifts are on every member’s calendar. Until then the badge next to the title says draft, and the member portal shows nothing for that month — which is how a month you are still arranging stays out of sight.

Or open it at a time you choose. Rather than publishing by hand, press Edit on the entry and set a Go-live date and a Go-live time, for example the 1st at 08:00, and leave the entry as a draft. The time is in your gallery’s timezone, the one set in the Studio site settings; the form names it, and says so if it has not been set. Leave the time blank and it means midnight. Until that moment members see nothing of the month and cannot sign up; at that moment it appears on every member’s calendar with nothing more to press. The draft badge changes to published within a few minutes of it.

Gallery shifts are never on your public website. A gallery shift is for members and staff, so its form has no Show on the public website calendar box, and none can be marked public. An older entry that once was is now internal, and the website never lists a gallery shift.

Two things it will refuse, and say so:

  • The same month twice. If Gallery Shifts – October already exists it tells you and offers to open it, rather than quietly doubling every shift.
  • A month you are closed every day. Nothing is created; set your hours first.

If your opening hours have never been set, the month is still made, with every day ticked and the wizard asking for the times as it always did.

Gallery Shift is no longer offered as a type on + New calendar entry. Entries you already have of that type are unchanged; the button is now the only way to make a new one, so every month is derived the same way.

Look at the preview step. It is the only place a wrong day of the week or an off-by-one date shows up before the shifts are real. If you do create a batch wrongly, tick the shifts on the rota and delete them together.

+ Add shift adds a single one. Duplicate copies an existing shift’s times onto a new date, which is usually quicker than filling the form again.

Different numbers of people in each block

A day split into blocks can need a different number of people in each one: say one person from 11am to 2:30pm and two from 2:30pm to 6pm.

When you make the month. In the Schedule wizard, on the Splits step, choose how to split each day (for example 2 × 3.5h), then press Next. On the Slots step a split day shows one box per block, each labeled with its times (11am–2:30pm, 2:30pm–6pm). Every box starts at the day’s number; type the number each block needs. Apply this pattern to all days copies the first day’s numbers to every day split into the same number of blocks. A day split differently keeps its own numbers, and you can still change any single day afterwards. The Review step shows the numbers for each day, for example 1, 2. If you go back and change a day’s times or split, its blocks start again from the day’s number.

For a month you have already made. Open the month: Schedule in the left-hand menu, then click the month’s card. Under the Schedule (… shifts) card is People per shift by time. It lists every block time in the month, how many shifts run at that time, and how many people they take now (mixed when they differ). Type the new number beside a time and press Save people per shift. Every shift in the month with exactly that start and end time changes; other times are left alone.

  • Nobody is removed. If a shift already has more people on it than its new number, everybody stays on it, and the card lists it as over by 1 (or however many) with Open roster beside it, so you can decide who moves.
  • It can be undone. A restore point is taken for the month before anything changes; see Putting a month back. It is listed as Before a delete, because it is the same kind of point.
  • Nobody is emailed. Changing how many people a shift takes sends no email, whether Silent mode is on or off. The change is in the audit log, and marked silent when Silent mode was on.
  • Who. A Calendar Manager, an Admin or the Owner. An Editor changes one shift at a time with Edit on its row.

Coverage, the month calendar, the roster and reminders all go by each shift’s own number, so nothing else needs changing.

Questions you will be asked

“Can I swap with someone?” Not by themselves — they cancel and the other person signs up, or you move it for them with Roster.

“I signed up by mistake.” They can cancel from their own Calendar. It reappears on your rota as a gap.

“Why can’t I see the shift you told me about?” Three possibilities, all of them visible to you: the place is held (for them or for somebody else — the rota row says 1 held), the shift is closed to sign-ups, or their membership has ended. The first two are on the rota row; the third is under Artists.

“You said you were keeping Thursday for me — is that done?” A hold is not a commitment, and it is not meant to be. If they have now said yes, press Confirm on the held row and it becomes a real sign-up.

If something looks wrong

  • A member is missing from the picker — check Artists. They need to be a current member of the gallery, not archived.
  • A whole month is missing — check the entry is published, not a draft. The badge is on the card and next to the title, and a draft gallery-shift entry says so in words under its title with a Publish to members button.
  • Shifts on a day you are closed — the wizard builds from the dates you give it. Your opening days live under Studio Site → Hours; fixing them there does not change shifts you have already made.