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Connect TimeZest to create scheduling requests after client tickets, display appointments in MSPortal calendars and tickets, and provide secure appointment management links.
TimeZest is currently a beta integration. If the integration is not available in Settings > Integrations, contact support@msportal.ai.

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Prerequisites

  • A TimeZest account with permission to create API keys
  • A TimeZest API key with read and write access
  • MSPortal.ai integration management permission
  • Client roles or company groups if you plan to restrict scheduling access
Use a read/write API key. MSPortal tests read access during setup, but it does not test write access because doing so would create a real scheduling request.

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Connect TimeZest

1

Create an API key

In TimeZest, create a dedicated read/write API key for MSPortal and copy it to a secure location.
2

Open the setup page

In MSPortal, go to Settings > Integrations, find TimeZest under Add integration, and click Connect. If TimeZest is already connected, click Configure on its row instead.
3

Test the connection

Enter the key in the API Key field and click Test Connection. MSPortal verifies read access and reports how many appointment types and scheduling resources it found. Resolve any access error before you continue.
4

Save the connection

After the test succeeds, click Create Integration. MSPortal stores the key securely and does not display it again. A successful test on its own does not save the key.

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Configure Scheduling Capabilities

Enable each capability independently in the Configure step: For each capability, you can optionally select Client security roles and Company groups. Leaving a list empty means all client roles or all company groups. When both restrictions are set, a client must match both rules. MSP staff retain access to enabled capabilities. Click Save All after changing the capabilities or their audience restrictions. Switches and selections do not save until you click it.

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Turn On Scheduling in a Ticket Template

Connecting TimeZest does not turn on scheduling for any template. Turn it on in each request template that should offer it.
1

Open the template

Open the ticket template that clients use to request the appointment.
2

Enable scheduling

In TimeZest appointment scheduling, turn on Offer Schedule Appointment for this template.
Webhook-only templates cannot offer scheduling, because they do not create a PSA ticket.
3

Choose the appointment details

Select the TimeZest integration, an Appointment type, and up to four Scheduling resources. Selecting more than one resource requires TimeZest Professional.
4

Save the template

Save the template. Clients who use it create the ticket first and then continue to TimeZest to pick a time. The appointment is booked only when the client finishes the TimeZest step.

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Review Connection Status

The Status step lists the active and inactive appointment types, their durations, and the schedulable users or teams returned by TimeZest, with the time they were fetched. Use this page to confirm the API key can see the resources you expect to use in ticket templates.

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Managing the Connection

  • Reopen the Configure step to change capabilities or audience restrictions, then click Save All.
  • To replace the API key, open the Connect step, enter the new key, click Test Connection, then click Update API Key.
  • Delete in the wizard footer opens a confirmation. Confirming deletes the stored key and TimeZest configuration from MSPortal. It does not remove or cancel appointments in TimeZest.

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Troubleshooting

Ticketing

Learn how clients create and manage tickets

Calendar

Review appointments in MSPortal calendars

Request Templates

Turn on TimeZest scheduling for a template