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Setting up

Initial Setup

  1. Create a new WordPress page (e.g. titled “Support”) and add your chosen shortcodes to its content:
    • [[user_credits_display]] — credit balance + Buy Credits button
    • [[support_ticket_form]] — ticket submission form
    • [[user_tickets]] — customer’s ticket list
    • (or use [[css_customer_dashboard]] for all three in one block)
  2. Go to Support System → Settings and configure:
    • Support Page URL — paste the URL of the page you just created
    • Credit Price — how much one credit costs in your chosen currency
    • Credits Per Hour — how many credits equal one hour of work
    • Minimum Credits per Purchase — optional floor for the Buy Credits popup
    • Buy Credits Preset Packages — the three quick-buy amounts shown on the popup (default 10 / 50 / 100)
    • Currency — USD, EUR, GBP, etc.
    • Terms of Service URL — optional; if set, customers must sign before accepting an estimate
  3. Configure at least one payment gateway:
    • Stripe — enter your Publishable Key and Secret Key, set mode to Test or Live
    • PayPal — enter your Client ID and Secret, set mode to Sandbox or Live
  4. Optionally configure:
    • Attachment Max Size — maximum upload size in MB
    • Allowed File Types — comma-separated list (e.g. pdf,jpg,png,docx,zip)
    • Ticket Statuses — add, rename, or remove statuses to match your workflow
    • Welcome Message — enable and write your welcome text using the TinyMCE editor
  5. Go to Support System → Email Templates and customise the subject and body of each notification email. Available placeholders are listed at the bottom of the page.

Testing Before Going Live

  • Set Stripe to Test mode and use Stripe’s test card 4242 4242 4242 4242 (any future expiry, any CVC) to verify credit purchases
  • Set PayPal to Sandbox mode and use a PayPal sandbox buyer account to test PayPal purchases
  • Submit a test ticket, create an estimate as admin, and accept it as the customer to walk through the full flow
  • Switch both gateways to Live when you are satisfied everything works