About Time Master

Time Master is our Engineer Scheduling Tool that simplifies the appointment booking process for end users and is integrated into the PSA.

Pre-requisites

Time Master requires an Azure AD connection configured for the partner and the client.

Summary of How It Works

Here's how it works:

• Access Time Master via ITControlPanel.
• Go to the Time Master Icon
• Insert your PSA Ticket Number.
• Select attendees
• Select a day OR a two (2) month range for the user to book a time.
• Select Teams, Zoom or Outlook.
• Either Email the link (templated with your branding) or copy the URL to send to the user.
• When the user selects a time, they get a meeting invite and the Engineer has a meeting placed in their calendar and a confirmation email of the meeting.
• The ticket is updated in the PSA.

Tickets Logged by ITSupportPanel

When tickets are logged via ITSP you will get a NOTE in the ticket asking whether you want to book a meeting. The link will open up ITControlPanel on the Time Master section.

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Detailed Instructions

Step 1: Access ITControlPanel

Log into ITControlPanel and select Time Master option from the left panel, as shown below.

Step 2: Enter Your Ticket Number

The following screen appears. You must enter the ticket ID or number of the ticket for which you wish to schedule a meeting.

After entering a valid ticket ID or ticket number, click OK, and the following screen will appear.

Step 3: Scheduling a Meeting

There are two types of meetings:

(1) “Propose Time”: Allows the engineer/service desk agent to propose up to four times. 
(2) “Share My calendar”. Allows the end user to select freely the slot within a 60 day window 

Option 1 - “Propose Time”

The engineer/service desk agent can propose up to four times. 

Option 2 - “Share My calendar”

Allows the end user to select freely the slot within a 60 day window.

Select the “share my calendar” option from the Calendar Type field. This will bring up the following screen, where you can select the adjacent two months for the meeting.

Step 4: Send Booking URL Link to the User

Option 1 - Email User the URL Link

If you selected SEND MAIL, an email will be sent to allow the user to choose a preferred time from the proposed timings for the specified date when the send mail button is clicked on the screen above.

Option 2 - Email User the URL Link

Alternatively, the engineer/service desk agent can use the “Generate Meeting URL” option and send it through any other means. 

Step 5: User Selects Time

In both cases, the end user will be redirected to the following screen that allows the user to select a particular date and time slot for the meeting.

Share Day and Four (4) Time Selection

Share Calendar Time Selection

The following confirmation message is displayed when a particular date and time slot is selected.

Step 5: Calendar Appointment Sent

The User will have a calendar appointment sent which they will accept. 

The Engineer will have the appointment automatically put in their calendar and will get a confirmation email with all the appointment details.

Step 6: Ticket Updated

The ticket will be updated with a NOTE with all the 

Help

If you need further assistance please email [email protected].

Enjoy!