Schedule Builder

The Schedule Builder is an AI-powered scheduling tool available for customers while using Homebase on the web. It works in two steps:

1. It generates a draft schedule for your team based on your history and preferences — so you're reviewing and refining instead of starting from scratch.
2. When you're happy with the draft, click Assign to lock in the shifts and apply them to your schedule the same way you're used to seeing it.

Note: Schedule Builder is available on the Homebase web app for managers and owners. It appears only when you open a week with no published schedule.

---

How it works

When you open an empty, unpublished week in Schedule Builder, you'll see a prompt asking if you'd like it to build a draft. If you accept, it reviews your team's roles and recent scheduling patterns, then generates a full week of shifts across your entire team.

The draft opens in a dedicated review canvas where you can see the full schedule before anything is published. A sidebar surfaces any scheduling conflicts it identified, and you'll work through those before publishing.

---

How to use Schedule Builder

1. Sign into Homebase on the web.
2. Go to Shifts and Schedule.
3. Navigate to an empty, unpublished week.
4. Click the Schedule Icon in the top right.
   1. 
5. When prompted, select Build my draft schedule to let it generate a draft.
   1. 
6. Review any Conflicts that have been identified in the sidebar.
   1. 
7. Once all blocking conflicts are resolved, select Publish to publish the schedule.

Note: See the section below for details on each conflict type.

Note: You'll be returned to the standard Schedule Builder view.

---

Conflicts you may need to resolve

Before you can publish, Schedule Builder will flag any scheduling conflicts that need your attention. Some conflicts are blocking — meaning you'll need to resolve them before you can publish — and some are informational warnings you can review at your own pace.

Conflict	Description	What to do
Pending time off	A team member has a PTO request that overlaps with an assigned shift.	Approve or decline the request before confirming the shift.
Overtime	A team member is scheduled to exceed overtime thresholds.	Approve the overtime or reassign the shift to a different team member.
Insufficient rest	A team member is assigned a closing shift followed by an opening shift without enough rest time in between.	Keep the assignment or reassign either the opening or closing shift.
No coverage available	It couldn't find an available team member for a shift.	Assign the shift manually.
Missing availability	A team member's availability on file is outdated or hasn't been set.	Review before finalizing. This won't block publishing.

---

How to switch back to manual scheduling

Schedule Builder is optional, and you can return back to manual scheduling at any time. There are two ways.

The first is to:

1. Click the Schedule Builder icon in the top right.
2. Click Build manually.
   1. 

Note: Click the icon in the top right again to use the Schedule Builder at any time.

The second method is:

1. Click the three vertical dots in the top right of the Schedule Builder panel.
2. Click Switch back to previous schedule view.
   1. 

Note: You can begin using the Schedule Builder again by clicking the Schedule Builder Icon in the top right.