Get started with TeamCopilot
What does this do for me?
TeamCopilot helps you manage POS staff schedules, time-clock entries, checklists, and commission summaries from inside Shopify admin.1. Install TeamCopilot from the Shopify App Store
Install the app and complete the Shopify OAuth flow. After installation, TeamCopilot requests read_orders and read_locations scopes.2. Complete the setup steps
After installation, the Dashboard shows a warning banner that says Finish setting up: N of M steps left and a modal titled Set up TeamCopilot. The banner’s Show steps button reveals 4 required steps:- Choose a plan — Start the 14-day free trial. The billing page shows TeamCopilot Standard ($10/month, up to 10 active team members) and **TeamCopilot Growth** ($50/month, up to 50 active team members). You can also select Skip for now in the setup modal to defer billing setup.
- Sync a location — Import Shopify locations or add one manually. You need at least one active location.
- Add your first team member — Enter a name, role, and PIN (4-8 digits). Schedules, time entries, checklists, and commissions need at least one team member.
- Create a reusable shift template — Templates make scheduling and AI suggestions immediately useful.
3. Navigate the app
The sidebar navigation links are: Dashboard, Schedule, Team, Checklists, Commissions, Billing, and Settings. Every page shows your store domain and current plan badge at the top.Next steps
- Manage team members to add roles, locations, and PINs.
- Create shift templates to speed up scheduling.
- Use the time clock for POS clock-in and clock-out.
- Use the POS time-clock extension by opening the Team Clock tile on the POS home screen.