Publishing (email + SMS)

What employees see when you hit Publish, and how to customize the templates.

Publishing is what turns a draft schedule into something your team actually sees. One click sends each employee their week via email and SMS.

The Publish button

Top-right of /dashboard/schedule. Click it, pick which employees to send to (default: everyone with at least one shift this week), then Send.

Each opted-in employee receives:

  • An email with a PDF attachment of their week and a link to subscribe to the live calendar feed.
  • An SMS with a short summary and a link to the PDF (if SMS opt-in is on).

Pre-shift reminders are separate and fire automatically — see below.

Two SMS templates, two different jobs

A common confusion: there are two distinct SMS templates in Timely, and they fire on different events.

Shift alert Publish SMS
When it fires ~30 min before each shift, automatically (cron-driven) When you click Publish
Audience mindset "I'm about to work" "What's my week look like?"
Default copy "Hi {employee.name}, reminder: your shift starts at {shift.start} today." "Hi {employee.name}, your {org.name} schedule for the week of {week.start} is ready. {shift.count} shifts. View: {schedule.link}"
Where to edit Settings → Notifications → "Shift alert" tab Settings → Notifications → "Publish (SMS)" tab
What turns it on Per-week Send SMS Alert toggle in the schedule editor Employee sms_opt_in (always sent on publish if opted in)

If you customize one template thinking it'll change both — it won't. They're stored separately so you can write tone-appropriate copy for each.

The publish email

Single template, configurable subject and body. Edit at Settings → Notifications → "Publish (Email)" tab. Available variables:

Variable Example output
{employee.name} Sarah Chen
{employee.first_name} Sarah
{org.name} Maya's Lashes
{location.name} Downtown
{week.start} Apr 27
{week.end} May 3
{shift.count} 5
{schedule.link} (URL to PDF)

The PDF attachment is auto-generated and shows the full week formatted for printing. Employees can also click the calendar link to subscribe to a live-updating ICS feed in Google Calendar / Apple Calendar / Outlook.

Picking who to send to

The Publish dialog defaults to "everyone with a shift this week, who's opted in to whatever channel they need." You can override:

  • Specific employees only — useful for a partial mid-week change.
  • Email only / SMS only — bypass one channel if you've already sent it.

The dialog shows live counts: "Sending to 8 via email, 6 via SMS, 2 skipped (no contact info)."

What if I publish, then change the schedule?

Two paths:

  • Manual republish — make your edits, click Publish again, pick the affected employees. Fastest for one or two changes.
  • Per-employee send — there's a paper-airplane icon on the Edit Schedule modal that publishes just one employee's week. The icon auto-saves your form first, so you don't accidentally email last-published times.

If you forget to republish, the pre-shift reminder still uses the latest saved schedule — so the day-of text is accurate even if the original publish email is stale.

What gets sent when

A practical mental model for the three places Timely sends messages on your behalf:

  • Publish = "this is your schedule for the week" — fired manually, once-per-week.
  • Pre-shift reminder = "your next shift starts in 30 min" — fired automatically, once per shift.
  • Time-off response = "your request was approved/denied" — fired automatically when you click approve/deny.

All three use SMS + email where applicable, all three respect sms_opt_in, and all three are tracked in the manager-side /admin/communications log so you can verify what actually went out.

Found a typo or something missing? Let us know.