Where should you start before configuring MapMyStaff?
Gather the decisions, data, and owners needed before configuration.
Help Centre
Find the answer based on what you are trying to do.
Choose your task or the problem you are facing: booking, employees, service areas, customers, surveys, security, or troubleshooting. The guides take you directly to the useful checks.
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Start typing a problem, question, or task. The most relevant answers appear immediately below the field.
01
Start with your goal
What would you like to accomplish?
Choose a situation to immediately display the most relevant articles.
02
Browse the collections
Eight collections to take you directly to the right topic
Explore the topic that matches your task, then open the article describing your situation.
4 articles
Getting started
Prepare the way your business works, the information you need, and the people involved before going live.
4 articles
Booking and availability
Understand offered periods, refusals, and appointment changes.
3 articles
Employees and capacity
Connect profiles, schedules, absences, qualifications, and actual capacity.
4 articles
Territories and routes
Explain coverage, travel, routes, and exceptions.
6 articles
Customers, packages, and pricing
Understand packages, taxes, fees, credits, codes, and the conditions that change pricing.
9 articles
Surveys and recovery
Turn customer responses and signals into structured follow-up.
3 articles
Security and data
Clarify roles, retained data, and sensitive validations.
2 articles
Troubleshooting
Diagnose a symptom and prepare a useful support request.
03
Search and filters
Help Centre results
Refine results by topic or role when that helps isolate the right answer.
Topic
How should you clarify the way your day is supposed to work?
Create a single source of truth for booking, capacity, pricing, and exceptions.
What data should be prepared before configuration?
Reduce manual corrections by preparing consistent, verifiable files.
How should users be trained for their role?
Limit each training session to the decisions and actions actually assigned to the role.
How does MapMyStaff determine availability?
Understand why a period is proposed, rejected, or removed.
What is the difference between AM/PM/EV and one-hour slots?
Choose a customer promise model suited to operational reality.
Why is no period available?
Check the most common causes before changing capacity.
How do you modify or cancel an appointment?
Preserve consistency between booking, capacity, pricing, and communications.
How do I add an employee without distorting capacity?
Create a complete profile before making it eligible for assignments.
How do I manage an absence or unavailability?
Remove the affected capacity and identify appointments that need reassessment.
Why is an employee not proposed for an assignment?
Isolate the condition making the profile ineligible.
Why is an address identified as outside the service area?
Check the address format, service area, and exceptions.
How are travel fees calculated?
Understand how service area or distance affects the final price.
Why was a route not generated?
Check the minimum data before concluding that there is an engine error.
What does it mean to “optimize” a route?
Distinguish a calculated sequence from a perfect or automatic promise.
How do I create a clear, calculable package?
Connect the public name, duration, inclusions, price, and constraints.
Why is the displayed price different from the expected amount?
Reconstruct the calculation in the same order as the system.
Why is a promotion code rejected?
Check existence, period, eligibility, and stacking conditions.
In what order should discounts, credits, and rewards be applied?
Define a single business matrix before automating the calculation.
How do you configure a useful survey?
Ask few questions and connect each response to a follow-up decision.
Why was a survey not sent?
Check appointment eligibility, contact details, and sending conditions.
How do you prioritize a customer-recovery case?
Read the recent response together with its value and history without letting one number decide.
How do you validate a referral reward?
Check attribution, eligibility, and status before granting the benefit.
What data may MapMyStaff retain?
Understand functional categories without assuming an unapproved legal policy.
How should roles and permissions be organized?
Grant the minimum necessary access and separate viewing, editing, and approval.
Recheck sensitive elements server-side
In the documented flow, MapMyStaff may recheck applicable codes, credits, travel fees, minimums, taxes, and availability server-side before the final write.
What should you check before contacting support?
Isolate the problem and send a reproducible case.
How do you prepare an effective support request?
Provide enough context to avoid several email exchanges.
How do you choose survey timing and channel?
Trigger the survey at the right time without sending unnecessary messages.
How can the survey response experience be simplified?
Reduce the effort requested from the customer while preserving useful responses.
How do you interpret survey results?
Read responses with their period, volume, and context.
How do you decide whether a response needs follow-up?
Qualify responses without turning every score into an automatic action.
How do you organize follow-up for a response that needs attention?
Create follow-up with the available context, priority, status, last action, and an activity trail.
How should a financial metric be documented?
Make the formula, period, and limitations visible before interpreting the result.
How do you build a prudent growth scenario?
Separate assumptions, calculations, and expected results.
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05
Quick diagnostic
Before opening a request.
Four simple checks often isolate the problem and avoid several exchanges.
- 01Describe the symptom
Clearly compare the observed result with the expected result.
- 02Check the configuration
Review the applicable accounts, service areas, schedules, and settings.
- 03Isolate the case
Determine whether the issue affects one appointment, one employee, or the entire system.
- 04Prepare for support
Gather a reproducible case and the relevant references.
Support
Does the problem remain?
Prepare these elements to enable faster diagnosis without including unnecessary personal data.
- Expected result and observed result
- Exact reproduction steps
- Role of the account used
- Relevant identifiers
- Sanitized screenshot