Customer Success
Pricing Packages

Essentials

Comprehensive support and training so you get the most out of Shiftboard.

Included

Premium

Personalized services to achieve your business objectives.

15%OF ANNUAL
SUBSCRIPTION VALUE

Services Overview

The impact of scheduling automation on your workforce operations and overall business can be huge.
To ensure success, Shiftboard offers two different packages to meet your needs.

Essentials Premium
Support
Online Knowledge Center Anytime access to product know-how and best practices Yes Yes
Product Support (phone/email) Standard business hours are: Monday-Friday 8am to 5pm PST. Extended business hours are: Monday-Friday 6am to 6pm PST Standard Business Hours Extended Business Hours
Response Time Defined as first response to submitted support ticket. SLA tickets submitted outside business hours, will start on the next business day. 24 hours 4 hours
Training
Product Training Webinars Group training events offered on an ongoing basis, each focusing on a particular capability or feature of Shiftboard Yes Yes
Coaching & Training Hours Scheduleable time with a Shiftboard Customer Success Manager. Can be used for training, feature expansion, platform optimization and more. up to 5 hours up to 20 hours
Best Practice Webinars Ongoing webinar series dedicated to scheduling and hourly workforce management best practices Yes Yes
Success
Assigned Customer Success Manager Assigned CSM will serve as your primary success contact No Yes
Post-implementation Tuning One hour session focused on troubleshooting, and tuning optimizing Shiftboard to your processes. Checkins start 60-90 days post implementation 1 2
Health Check Comprehensive review of platform configuration in relation to your business processes and objectives to ensure you are maximizing the potential of Shiftboard Annual Quarterly
Semi-annual Business Review Online meeting between client key stakeholders and Shiftboard to review performance against goals and plan future actions No Yes

Additional Information:

– All subscription contract terms apply to chosen success package
– Remaining service hours do not roll-over from one contract term to the next
– Travel expenses for onsite training and services are in addition to stated fees