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. 

Additionally, if using dark mode, the text can be hard to view. You can change the background color by modifying the code by forcing the background color in the HTML. background-color: #FFFFFF; 

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.

Note - For issues with text coloring, please see this article.