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Tutorials

Step-by-step guides for setup, scheduling, and publication

These guides follow the current product flow with clear steps for managers and teams.

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Getting started

Set up your workspace, people, and positions before creating your first schedule.

0
Install Intermio on your phone
Add Intermio to your iPhone or Android home screen in a few taps—no app store required.

Audience: Managers and employees who want Intermio on their phone

Last reviewed: Jul 5, 2026

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1
Set up your workspace
Open the correct workspace and confirm the setup baseline before you add people, positions, or schedules.

Audience: Workspace owners and managers preparing the first venue setup

Last reviewed: Apr 14, 2026

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2
Add people and positions
Build the staff roster and position structure the schedule lifecycle depends on.

Audience: Workspace owners and managers configuring staffing structure

Last reviewed: Apr 14, 2026

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3
Understand positions and variants
Learn what positions and position variants are, how to create and manage them, and how they shape your scheduling workflow.

Audience: Managers and owners setting up or refining their venue's staffing structure

Last reviewed: Apr 15, 2026

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4
Invite and link team members
Add team members manually, invite them via QR code or email link, and manage their connected accounts.

Audience: Managers and owners onboarding their team into Intermio

Last reviewed: Apr 15, 2026

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Scheduling

Create schedules, use the builder, collect preferences, and publish.

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Create your first schedule
Create the first draft schedule window and move into the real schedule lifecycle.

Audience: Managers preparing the first reviewable schedule draft

Last reviewed: Apr 14, 2026

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6
Use the schedule builder (desktop)
Master the desktop schedule builder's drag-and-drop workflow for creating precise, complete schedules.

Audience: Managers building schedules on desktop

Last reviewed: Apr 15, 2026

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7
Use the schedule builder (mobile)
Build and adjust schedules from your phone using the mobile tap-to-add workflow.

Audience: Managers building or adjusting schedules on mobile devices

Last reviewed: Apr 15, 2026

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8
Collect preferences and publish live
Use preference collection and manager review before a schedule becomes the final live version.

Audience: Managers running the preference and publication stages of the schedule lifecycle

Last reviewed: Apr 14, 2026

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Advanced

Templates, template sets, payroll, and power-user tips.

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Work with templates
Create reusable schedule templates to save time and maintain consistency across weeks.

Audience: Managers who want to speed up recurring schedule creation

Last reviewed: Apr 15, 2026

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10
Template sets and pro tips
Group templates into rotation sets and learn the power move of saving live schedules as reusable template sets.

Audience: Managers looking for advanced scheduling efficiency

Last reviewed: Apr 15, 2026

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11
Manage payroll and tips
Track payroll hours, distribute tips, and export pay data from your finalized schedules.

Audience: Managers and owners handling payroll and tips

Last reviewed: Apr 15, 2026

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For employees

How employees use the schedule day-to-day.

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Employee day-to-day guide
Everything employees need to know: viewing shifts, submitting preferences, and staying updated on schedule changes.

Audience: Employees using Intermio to view schedules and submit preferences

Last reviewed: Apr 15, 2026

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Privacy choices

Choose whether Intermio may load optional analytics and performance telemetry

Necessary product operations and Intermio's minimal Sentry monitoring stay on. GA4, Vercel Analytics, and Vercel Speed Insights stay off until you allow them.