Service
What is the customer asking for?
Record the service, expected duration, and any pricing, tax, or promotion details that change this case.
Getting started
Before configuring MapMyStaff, clarify what actually changes your workday.
Start with a situation your team knows well. Record what can change the result—service, duration, price, area, availability, absence, promotion, or exception—then have unclear points confirmed.
Immediate answer
One real situation is better than a long manual
The guide recommends documenting how the business actually works. Start with a common case, record only what changes the decision, and keep exceptions clearly identified.
01Start with a real case
Begin with a situation your team handles often
A familiar appointment or workday quickly shows which decisions need to be clarified.
02Record what changes
Write down only the decisions that affect the result
You do not need a complete manual. A short note should let another person understand the situation and the known exceptions.
- 01Situation
Describe the case using words your team already uses.
- 02What changes
Record the services, durations, prices, taxes, areas, availability, absences, promotions, or exceptions that matter.
- 03Expected result
State what your team expects to see or be able to do.
- 04Point to confirm
Keep anything that is not yet decided clearly identified.
03Have it confirmed
Give each decision to the person who actually knows the workflow
Responsibilities should be clear: the business confirms how it wants to work, and MapMyStaff supports configuration within the agreed scope.
- 01Identify the owner
Record who on the business side can confirm this way of working.
- 02Separate decision from configuration
First decide what the business wants to do, then check how it is configured.
- 03Document changes
Keep a record when a decision or exception changes.
- 04Open the right guide
Then use the specialized collection for booking, staff, territories, pricing, or security.
04Check a scenario
Test the rule in a representative situation
Before expanding, verify a real scenario and at least one relevant edge case to see whether the configuration matches the decision.
- 01Choose the scenario
Use a situation that represents your operations.
- 02Check the result
Compare what is observed with what was decided.
- 03Test an exception
Add a less common case that may change the decision.
- 04Change one thing at a time
Record the difference before changing another rule or setting.
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