Start with one real work situation, not your entire business.
Choose a situation your team already knows. Decide what you want to check, clarify what can change the result, prepare only the information you need, and train the people involved.
Four steps to start without configuring everything
Start with one simple situation. Define what you want to set up, clarify how your business works, prepare only the necessary information, and train the people who will use that function. Then move to the specialized guides.
Move forward one step at a time
Start with the step that matches what you are preparing now. You do not need to decide everything before the first test.
Where should you start before configuring MapMyStaff?
Choose one simple situation and decide what should be checked first.
Read the guide →How should you clarify the way your day is supposed to work?
Clarify the decisions and exceptions that actually change your workday.
Read the guide →What data should be prepared before configuration?
Prepare only the information needed for the chosen situation.
Read the guide →How should users be trained for their assigned tasks?
Train the people involved on the tasks planned for their role.
Read the guide →Then move to the function you want to configure
Once the situation is chosen and the essential information is ready, open the guide for the function involved.
Booking and availability
Open the guides on booking and availability.
View the collection →Employees and capacity
Open the guides on employees and capacity.
View the collection →Service areas and routes
Understand service areas, travel fees, and route planning.
View the collection →Customers, packages, and pricing
Open the guides on clients, packages, and pricing.
View the collection →Security and data
Open the guides on security, data, and access.
View the collection →Not sure where to start?
Choose a real situation your team knows, record what you are trying to do, what you expect, and the non-sensitive information already checked.