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How to Schedule a Support Call with MyDirectPlan (SSAH)

How to Schedule a Support Call with MyDirectPlan

** After scheduling your support call, you will receive reminder emails. Please DO NOT reply to these emails directly. To cancel or make changes to your call invite, please contact: Support@MyDirectPlan.com.

We will ONLY contact you via the phone number you provide, not google meets. 

MyDirectPlan has recently rolled out a scheduled calling system, which allows you to pick a time and date (within the next two weeks), to be called at to discuss any issues you may be having that can be resolved by MyDirectPlan support.

 

Some examples of the topics MyDirectPlan support can assist further on includes:

Any general questions regarding your MyDirectPlan account. 
Support in getting started or set up with your MyDirectPlan account. 
Managing Workers or Organizations on MyDirectPlan. 
Dashboard not showing funding correctly. 
Password or Email reset.
General "How do I?" questions 
Issues with your MyDirectPlan account or mobile application. 

 

 

 

Desktop instructions on booking your scheduled call:

 

1. When logged in, you can access the "schedule a call" button by going to your "Need Help?" tab located in the bottom left corner: 

Screen Shot 2021-05-05 at 2.25.51 PM

2. Once inside the need help tab, you can find the "schedule a call" button as indicated: 

Screen Shot 2021-05-05 at 2.25.58 PM

3.  You will be taken to a form, where you will be asked to fill in your first and last name, your inquiry, and your email address. Based on the information entered, you will receive a booking link via your email, or next steps. 

 

4. If we can assist you based on the information you entered in the previous step, you will receive an email that looks like this:

Screen Shot 2021-05-05 at 2.31.34 PM

5. Pressing the "schedule a support call" button in the email will take you to the calendar, where you can select a time and date to be called back at. 

 

⭐⭐ Please keep in mind a google meets link will be attached, this is automatic and we will not be contacting you via google meet. We will call you ONLY at the number you provide to us. To cancel or update your meeting please email us directly at: support@mydirectplan.com 

 

Alternatively, you may schedule a call HERE

 

 

Mobile instructions on booking your scheduled call. 

 

1. When logged in via the Mobile App, select the menu option in the upper left corner, as shown: 

IMG_3026 2-1

2. Inside the menu, you should see the "Need Help?" option. Please select this. 

IMG_3028 2-1

3. Once inside the need help tab, pressing on the "contact us" menu will open up a list of options, as shown. Select "schedule a call."

IMG_2B4B38583BB2-1

4.  You will be taken to a form, where you will be asked to fill in your first and last name, your inquiry, and your email address. Based on the information entered, you will receive a booking link via your email, or next steps. 

 

5. If we can assist you based on the information you entered in the previous step, you will receive an email to schedule your support call:

Screen Shot 2021-05-05 at 2.31.34 PM

6. Pressing the "schedule a support call" button in the email will take you to the calendar, where you can select a time and date to be called back at. 

 

⭐⭐ Please keep in mind a google meets link will be attached, this is automatic and we will not be contacting you via google meet. We will call you ONLY at the number you provide to us. To cancel or update your meeting please email us directly at: support@mydirectplan.com 

 

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