Avoid naive round-robin schedules

Step 1: Set up schedule

Integrating a schedule starts by copying it from your on-call product. On-Call Optimizer copies the schedule’s name, time zone, shifts and members, and sets the existing schedule up as a destination so assigned shifts are exported back to it.

Select existing schedule

Go to Schedules and click Create new schedule.
Click Copy a schedule from your on-call product.

If the card shows “No on-call product connected”, click Connect now or complete the organization set-up guide first.

If you have more than one on-call product connected, choose the connection. Then click the name of the schedule you want to integrate with On-Call Optimizer. The schedule is copied straight away.

For connections with many schedules, use the Search by name box to filter the list.

On-Call Optimizer supports primary and secondary assignees in a single schedule. When copying from a product like PagerDuty, which needs two separate schedules for primary and secondary roles, select the schedule for the primary assignee in this step.

Review shifts and members

After the copy you go straight to Final settings. The step header at the top of the page shows the Shifts and Members steps marked Copied, with a summary of what was copied.

To change what was copied, click Shifts or Members in the step header:

Shifts: the time zone and shifts detected in the source schedule. Change them if needed, for example to add a secondary assignee. See shift configuration.
Members: the members copied from the source schedule. Set each member’s Role and whether they are Assignable. See schedule members.

Invite your members

Copied members are not invited to join On-Call Optimizer until you open Members and click Continue, or click Send invitations. Do this now so members have time to connect their calendars before the first assignment. You can also do it later: Configuration tab → template → Members tab → Edit → Send invitations. The Configuration tab shows an orange dot while members are uninvited.

Final settings

On Final settings, check the Schedule name (copied from the source schedule) and change it if you like.
Under Assignments, choose the First shift On-Call Optimizer will assign. The suggested date gives members about five weeks to connect their calendars. See Step 3 for how the other dates work.
Under Destination, check the copied schedule is listed. Assigned shifts will be exported to it.

Click Create schedule.

Changes are saved as you go. Until you click Create schedule the new schedule is a draft that isn’t listed on the Schedules page. To discard it, click Cancel, then Cancel creation.

Next steps

Your schedule is now live. The Ready to go page shows when the first shifts will be assigned and a summary of the schedule.

We’ll come back to the first assignment in step 3. First, each member needs to connect their calendar to On-Call Optimizer to provide their availability information.

Last updated October 20, 2026