Integrating with TimeZest

You can easily integrate TimeZest into your CloudRadial ticketing using the confirmation page settings for either ConnectWise or Autotask PSAs.

To integrate TimeZest with ConnectWise Manage:

1. Edit your catalog item (report a problem or request service)
2. Choose the Confirmation tab
3. Click on the source code button </>
4. Paste the code below, changing the link to the URL you generated using the URL Generator in TimeZest.
5. Important!
   • Be sure to replace the URL as needed and the [srnumber] at the end of the URL with the @TicketId token so that CloudRadial inserts the ticket number generated during Submit.
6. Click on the source code button </> a second time to close the HTML editing.
7. You should see the TimeZest form displayed. (if you don't close the source editing, the changes won't be saved).
   • Below, you'll see a sample code of what your HTML should look like.

<p>
<iframe style="width: 100%; height: 1200px;" src="https://yourdomain.timezest.com/resource/in-person-30/ticket/@TicketId"></iframe>
</p>

Now, when items are submitted, the user will receive a prompt for scheduling.

Note! Because TimeZest's code relies on a real ticket's ticketID to function, the Confirmation pane will not show a working example as there is no ticketID to pull from. Partners will need to test with a test ticket for a true experience. 

To integrate TimeZest with Autotask:

1. Edit your catalog item (report a problem or request service)
2. Choose the Confirmation tab
3. Click on the source code button </>
4. Paste the code below, changing the link to the URL you generated using the URL Generator in TimeZest.
5. Important!
   • Be sure to replace the URL as needed and the [Ticket: Number] at the end of the URL with the @TicketId token so that CloudRadial inserts the ticket number generated during Submit.
6. Click on the source code button </> a second time to close the HTML editing.
7. You should see the TimeZest form displayed. (if you don't close the source editing, the changes won't be saved)
   • Below, you'll see a sample code of what your HTML should look like.

<p>
<iframe style="width: 100%; height: 1200px;" src="https://yourdomain.timezest.com/resource/in-person-30/ticket/@TicketId"></iframe>
</p>

Now, when items are submitted, the user will receive a prompt for scheduling.

Note! Because TimeZest's code relies on a real ticket's ticketID to function, the Confirmation pane will not show a working example as there is no ticketID to pull from. Partners will need to test with a test ticket for a true experience. 

TimeZest Best Practices

Often times, partners will use a specific link of technician's calendars. This is always an option on specific tickets - for example, tickets relating to a specific system (such as network issues) may be routed to a network specialist. 

Generally speaking, the easiest way to make the TimeZest integration worthwhile and scalable is to build a support group team in TimeZest that works via a round-robin assignment of appointments. To do so:

1. Log into TimeZest
2. Use the Teams option on the left-hand menu to build a new support team of technicians
   
   
   
   
3. Select + New Team button at the top right.
4. Build out the service team based on your PSA preferences - for example, the Service Team from the Professional Services board. 
5. Set their scheduling algorithm - a good starting point is to use Round Robin.
6. Once you have a team built out, use the URL Generator option on the right to generate a URL for the appropriate team. 

This team-based URL is the one you'll use for tickets for a more broad effect.