Step 1: Access ticket settings
Navigate to Settings.
Select Tickets.
Click + Add to create a new ticket type.
Step 2: Define basic ticket information
Enter a name for your ticket type.
Choose a category to organize your ticket types.
Select the level for the ticket type:
Container level - For containers without property
Property level - For properties without containers
Container on a property level - For containers with property
This defines where you can use this ticket type.
Decide where this ticket type can be used:
Portal
Platform
Navigation app
Step 3: Add custom fields
In the Custom Fields section, you can add Ticket Custom Fields to capture the specific data you need. This is where customization shines, letting you tailor ticket details exactly to your requirements.
Step 4: Submit and configure automation
Once you have configured your ticket type, click Submit. Afterwards, you will have access to the powerful Ticket Automation features.
Step 5: Set up ticket automation
Ticket Automation lets you define actions based on ticket statuses, helping optimize your workflow by automating routine steps and highlighting when human intervention is necessary.
Define what happens when a ticket reaches certain statuses.
Assign permissions to roles to control who can access or act on tickets.
Add actions triggered by status changes, such as sending messages to related customers.
This level of customization allows you to tailor ticket handling perfectly to your operational needs. Learn more about Ticket Automation here.