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Scheduling: build the week, open shifts & cover swaps

5 min read · Updated 2026-10-20

“Scheduling: build the week, open shifts & cover swaps” is a Direct University lesson from Direct REI, the AI cold-outreach platform and CRM for real estate investors. Build each week's schedule on the Team page, post it when it's ready, let people pick up open shifts and swap shifts, collect when everyone can work, and get reminded before a shift and when someone hasn't clocked in.

The Schedule tab on the Team page shows who works when, a week at a time. It's on the Pro and Scale plans.

Who sees what

Build the week

  1. Go to Team → Schedule. Use ◀ and ▶ to change weeks.
  2. Click + in a day on someone's row, or + Add shift.
  3. Pick Who — a person, or Open shift for one anyone can pick up — then the Date, when it Starts and Ends, and optionally What, Where and a Note. An end at or before the start runs past midnight. A shift can be up to 16 hours.
  4. Click Save draft, or Save & publish to post it now.

While you fill it in, the window warns you: a shift that overlaps one they already have, or falls on approved time off, can't be saved. You also get a heads-up when they marked themselves unavailable, it's outside the hours they gave, it takes them past 40 hours that week, or it's longer than 12 hours.

⧉ Copy last week copies last week's shifts into this week as drafts, at the same times. Anyone with approved time off that day gets an open shift instead, and shifts that are already there aren't copied twice.

Everyone who can see the schedule can read a shift's note. Notes are never sent in a notification or a calendar file.

Post it

When the week is ready, click 📣 Publish. Everyone on a shift that week is told their schedule is posted, and the team hears about open shifts. After that, changing a posted shift tells the people it affects, and deleting one tells the person who was on it.

Open shifts and cover swaps

Availability

Click 🗓 My availability. For each day of the week pick Available or Unavailable, with times or leave them blank for the whole day. Add Specific dates for one-off changes. Whoever builds the schedule sees it on the week and gets a heads-up when a shift doesn't fit. The owner and admins can also set it for the people they manage.

Time off

Nobody can be put on a shift on a day of approved time off. When you approve time off, their shifts on those days turn into open shifts so someone else can pick them up — the app tells you how many before you approve.

Reminders and the time clock

Change these in ⚙ Settings on the Team page → Schedule: whether picking up an open shift needs approval, whether cover swaps need approval, how early to remind people, and when the "hasn't clocked in" alert goes out.

Your calendar and your phone

📅 My shifts to calendar downloads your next 60 days of shifts for Apple Calendar, Outlook or Google Calendar, or opens your next shift in Google Calendar. On a phone the Schedule shows one day at a time — tap a day at the top.

Choose which schedule notifications you get in Settings → Notifications → Schedule. An email when your shifts are posted is off until you turn it on.

Ask Oliver

Try "what's the schedule this week", "when's my next shift", "put Jane on Tuesday 9 to 5", "add an open shift Friday noon to 8", "post the schedule", "copy last week", "I'll take the open shift Thursday" or "I need someone to cover my Saturday".

What's next

Track hours with Team page: time clock, announcements & your script library and work out pay with Payroll prep: pay, overtime, bonuses & time off.

This lesson lives in Direct University inside the Direct REI app, where you can search every lesson and ask the built-in AI assistant. Sign in to open it there.

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About Direct REIDirect REI is an AI cold-outreach platform and CRM for real estate investors. Its AI acquisition manager, Oliver, pulls county property records, finds the owners, and runs text, email, direct mail, calls, and ringless voicemail from your own mailbox and phone number — replying in your voice, and placing the calls itself when you ask.

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