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Merchant guides

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Getting started

• Get started with TeamCopilot — Install, complete the 4-step onboarding, and navigate the app.

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Team

• Manage team members — Add, edit, activate, and deactivate team members with roles, default locations, and PINs.

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Schedule and time clock

• Create shift templates and schedules — Build reusable shift templates, create draft shifts, publish schedules, and use AI schedule suggestions.
• Use the time clock — Clock in and out from the Shopify admin or POS time-clock extension with PIN verification and integrity checks.

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Checklists and exceptions

• Manage exceptions and checklists — Review integrity events, missed checklists, and unresolved time entries. Create opening or closing checklists.

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Commissions and billing

• Set up commissions and billing — Create commission rules, view weekly summaries, and manage your subscription.

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Settings

• Configure settings and locations — View shop details, manage staff access, sync or add locations, and contact support.