Step 1 – Install & Activate the plugin
First, make sure to install and activate the main plugin and any of the add-ons you intend to use. Don’t forget to activate the licenses too!
Step 2 – Accept tickets from users
There are three ways to accept tickets from users.
On your website, you can setup the Submit Ticket Form shortcode on one of your pages.
If you need more complex needs for your form that the built-in form cannot handle, you can use Ninja Forms to integrate with WPHelpDesk via the Ninja Forms add-on (click here for instructions).
Finally, you can import tickets from your email account using the Inbox add-on (click here for instructions).
In addition to the above, you can also create tickets manually (click the Add New button in the Tickets page), or convert a comment to a ticket.
Step 3 – Setup the Client Portal
To allow your users to view their tickets and reply to them from your website, create a new page and setup the Client Portal shortcode.
Step 4 – Configure outgoing email and notifications
To allow WPHelpDesk to send emails, you need to configure the Outgoing Emails section in the configuration. This will automatically handle sending email notifications.
To modify the templates, you need to edit them via the Email Templates section in the configuration.
Good to go!
WPHelpDesk is now ready to be used. If you haven’t done already, have a look at the rest of the configuration options and the rest of the concepts in the Documentation page. If you encounter any issue or have questions, please contact us.
Thank you for using WPHelpDesk!