How to choose the right planning software for your business

Shift planning can be messy — last-minute changes, unclear schedules, endless calls and messages. Whether you work with students, temporary staff or a regular team, the right planning software helps you cut through the chaos.

Here’s how to choose the one that fits your business. 

1. Ease of use for everyone

Planning software should be intuitive — not just for managers, but also for part-time and temporary staff. If people need long training sessions, they’ll avoid using it. 
Look for: simple navigation, mobile-friendly design, quick onboarding. 

2. Centralised communication

Scattered WhatsApp groups, emails and spreadsheets often cause confusion. The right tool brings everything together: schedules, updates and messages in one place. 
Look for: push notifications, clear overview of shifts, no double bookings. 

3. Flexibility for last-minute changes

In hospitality or events, changes happen daily. A strong planning tool helps you adapt without chaos. 
Look for: drag-and-drop scheduling, real-time updates, easy reallocation of staff.

4. Integrations with your existing systems

Your planning tool shouldn’t stand alone. 
Look for: integrations with payroll, HR, time-tracking or accounting software — so you don’t have to enter the same data twice. 

5. Costs and scalability

The cheapest tool isn’t always the best — and the most expensive one doesn’t guarantee value either. 
Look for: transparent pricing, plans that scale with your team size, and features you actually need. 

6. Insights and reporting

Planning is not just about filling shifts, but also about learning from the data. 
Look for: reports on worked hours, absenteeism, peak periods and labour costs. 

7. Support and implementation

Even the best software won’t work if you don’t get the right support. 
Look for: responsive helpdesk, onboarding assistance, and resources like tutorials or webinars. 

Common mistakes to avoid 

  • Choosing software that looks flashy but is too complex. 
  • Underestimating the importance of mobile usability. 
  • Forgetting to involve your team in the decision. 

The right tool makes the difference 

The right planning software will not only save you hours of coordination, but also improve team morale, reduce turnover and help you grow sustainably. 

Curious how CrewPlanner meets all these criteria? Contact us or book a free demo — we’ll be happy to show you.