How to Create Provider Schedule Shifts on the Connecteam Mobile App

Creating your Provider Schedule shifts has never been easier. Connecteam has released a new feature that allows you to build your shifts directly from your mobile phone. This makes it possible to manage your cases, update visit details, and publish your schedule from anywhere, without needing a computer.

March 1, 2026 By Larry Legler

Let's get started

Connecteam has officially released this new update, and you can now create your Provider Schedule shifts directly from your mobile device.

With this update, you can now create your Provider Schedule shifts directly from your mobile device. This guide shows you how to use the pre-built templates, update visit times and dates, assign yourself as the user, and publish your visits. Everything is done in the Admin view on your mobile phone. The goal is to give you a fast and simple way to keep your schedule accurate while you are on the go, all without using a laptop while in the field.

After publishing your shift, you also have the option to confirm it in your User’s view. Each shift is confirmed individually because every visit is its own separate entry, even if the shifts were created using the repeating function. This confirmation step is optional and used only for your own tracking.

To begin, start from your home screen on your mobile phone, which is your Feed, and tap Admin in the lower right corner to access your schedule and begin creating your shifts.

Always work from Admin view, not User view, when creating or editing shifts.

At this time, only single shifts can be created in the mobile app. The repeating shift feature is not yet available and has been requested for future development. If you need to create repeating shifts, you can still do so on the desktop as described in the procedure directly below.
Refer to:
Understanding Repeating Shift Behavior in Connecteam

📘 Are you looking for the full picture on Provider shift setup and scheduling?
This guide is part of the complete walkthrough:
How to Create and Manage Shifts in Connecteam
Learn how to create, assign, and publish shifts using templates, referrals, and documentation tools.

Step #1: Click "Feed" to view your home screen. — Click "**Feed**" to view your home screen.

Step #2: Click "Admin" here. — Click "**Admin**" here.

Step #3: Click on "Job Scheduling" — Click on "**Job Scheduling**"

Step #4: Select "Provider Schedule" — Select "**Provider Schedule**"

Click the blue plus button in the bottom right corner of your mobile screen. Select "Add Shift From Template." This allows you to choose from the shift templates we have already created.

These templates include the required fields, preset shift tasks, and common visit structures, which saves time and helps keep every shift consistent.

Hint: These are the same templates that appear on the right side of the desktop screen when you create shifts using the web version of Connecteam on your desktop or laptop. They were previously available only on the desktop version, and they are now fully available on the mobile app.

Step #6: Click on "Add shift from template" — Click on "Add shift from template"

Select one of the template options - there are a total of 10 templates currently to choose from.

Step #7: Click on the selected template you want to use; in this case I've chosen the PCV: T/O "12:00 PM - 2:00 PM" template. — Click on the selected template you want to use; in this case I've chosen the **PCV: T/O "12:00 PM - 2:00 PM**" template.

Next, select YOUR users name. Your name should appear in the list.

Go ahead and select your own name.

Step #9: Click on "00:00" — Click on "00:00"

We will select one user. Then, all you have to do is fill in all the required information for this Referral shift.

Step #10: Click on "Select 1 user" — Click on "Select 1 user"

Update All Shift Details
Since you are using a template, after selecting your template, review and update all of the shift details so the visit reflects the correct information for your case. Adjust the date of the shift, set the correct start and end times, and update any repeating schedule if the visit occurs more than once per week. Make sure all fields match the actual schedule shift you are creating. Templates give you a strong starting point, but it is important to verify and edit the details, so the shift is accurate before publishing.

Your Shift Title is already filled in automatically from the template, in this case we have selected "PCV: T/O (Parent Child Visit: Transport / Overnight"

Next, tap on "Referral" to search for and select the correct referral name. After selecting the referral, choose the sub‑job that this shift pertains to, such as MO for the mother’s visit case or FA for the father’s visit case.

Step #11: Click on "Referral" to search for and select the correct referral name. After selecting the referral, choose the sub‑job that this shift pertains to, such as MO for the mother’s visit case or FA for the father’s visit case. — Click on "**Referral**" to search for and select the correct referral name. After selecting the referral, choose the sub‑job that this shift pertains to, such as MO for the mother’s visit case or FA for the father’s visit case.

Step #12: Let's choose one. We'll use this Acord, Tarr, Colleen, and the FA account as my example. — Let's choose one. We'll use this Acord, Tarr, Colleen, and the FA account as my example.

I'm using this as account as a placeholder, and because I'm not qualified user for this case, this is why I'm receiving a notification to 'Keep custom' qualification. You should not receive this option if you are already assigned as a user for your case, which happens early on in the process of adding our referral cases into Connecteam when an intake has been completed.

You will see the "Keep custom" qualification message only if you are not currently assigned to the referral as one of the qualified users. I am using this account as an example, which is why the notification appears for me.

You should not see this message if you are already assigned to the case, since user assignments are completed early in the intake process when the referral is added to Connecteam.

Enter the correct visit ID number, add the scheduled visit times, change your hours and dates of the shifts, and any other relevant information of this shift.

One primary reason to use templates, is they have the built in Shift tasks within the template, those are reminders of what should be done for each visit.

Step #15: You can click on "Shift tasks" to view the tasks associated with this shift template. — You can click on "Shift tasks" to view the tasks associated with this shift template.

📘 Need deeper clarification on how repeating shifts work?
Refer to:
Understanding Repeating Shift Behavior in Connecteam
Learn how repeating shifts work on desktop, what limitations exist on the mobile app, and how to create consistent schedules using the repeating options described in the related procedure below.

Step #16: Click back on "Shift details" to get back to your main details screen. — Click back on "**Shift details**" **to get back to your main details screen.**

Once you have completed all of these steps, if you have an attachment, you can attach your intake form under Attachments, you can also update the field Status of shift, in this case it will be set to Scheduled.

Once you have completed all of the required fields, attach your intake form under Attachments if you have one. You can also update the Status of shift field. For new visits, the status should be set to Scheduled.

Step #18: Click on "Scheduled" — Click on "Scheduled"

Status of Shift

The Status field is a flexible tool that allows you to track the current state and outcome of each shift. While “Scheduled” is used for shifts that are active and upcoming, you can update this field at any time to reflect how the shift concludes. This becomes your documentation record for what happened with each visit.

Here are the common status options and how they are used:

Completed
Use this when the shift has ended successfully and all visit tasks and notes have been completed.
Scheduled
Use this when all shift details are entered, the intake form is attached, and the visit is fully scheduled for a future date.
Resolved
Use this when the shift has been closed, or when the referral information has been updated and the Visit ID number has been changed. This is often used for administrative closure.
Cancelled more than 24 hours
Use this when the visit was canceled with more than 24 hours notice. This is often used for billing or tracking purposes.
Cancelled less than 24 hours
Use this when the visit was canceled within 24 hours of the scheduled start time.
No Show
Select this when the referral did not attend the visit and no cancellation was provided.
Client Cancelled
Use this if the client or parent contacted you to cancel the visit.
Provider Cancelled
Use this if the provider needed to cancel due to illness, emergency, or another approved reason.
Other
Use this for any shift that does not fall into one of the categories above. Add a note if clarification is needed.

These statuses help you keep an accurate record of each shift and show how every visit was completed once it has passed.

✅ You can begin using this field now to track your shifts throughout your calendar. Update it as needed to reflect the shift’s outcome or status.

Then to finalize, you want to Publish your shift.

Step #20: Click on "Publish shift" — Click on "Publish shift"

There we go! You can now create shifts directly from your mobile app.

After Publishing Your Shift: How to Confirm It in the User’s View

After you have published your shift in the Admin view, you can also 'Confirm' it from the User’s view.

This feature lets you quickly review the shift and mark it as confirmed once all details are correct. It is optional and is used only for your own tracking.

To begin, switch back to your User’s view by tapping Feed on your mobile screen.

Step #21: Tap Assets to open your User’s Quick Access menu. Once you tap this, you will be in the correct place to continue confirming your shift. — Tap Assets to open your User’s Quick Access menu. Once you tap this, you will be in the correct place to continue confirming your shift.

If you go through this way, just remember it's still through your User's view. To Create and or edit your shifts you must click 'Admin'

Step #22: Click "Job scheduling" — Click "**Job scheduling"**

From the User’s view, you will see the option to confirm your shift. If you use this feature to keep track of shifts you have fully entered, tap Confirm, then tap Confirm again at the bottom. Only confirm a shift after you verify that all details are correct. If something is missing, return to the Admin view and finish adding information before confirming.

Step #23: Click on "Confirm" — Click on "Confirm"

Step #24: Click on "Confirm" again. — Click on "Confirm" again.

Step #25: You have now confirmed this shift, and each shift must be confirmed individually because each one is its own entry, even when they are created using repeating shifts. — You have now confirmed this shift, and each shift must be confirmed individually because each one is its own entry, even when they are created using repeating shifts.

📘 Need deeper clarification on how repeating shifts work?
Refer to:
Understanding Repeating Shift Behavior in Connecteam
Learn how repeating shifts work on desktop, what limitations exist on the mobile app, and how to create consistent schedules using the repeating options described in the related procedure below.

📘 Are you looking for the full picture on Provider shift setup and scheduling?
This guide is part of the complete walkthrough:
How to Create and Manage Shifts in Connecteam
Learn how to create, assign, and publish shifts using templates, referrals, and documentation tools.