SocietyLedger
Help & support

Handling support tickets

Answer your members' tickets, leave internal notes, and contact or escalate to SocietyLedger support.

Association adminsWebMobile

Members' support tickets come to your association's admins and officers. This page covers answering them, and what to do when the problem needs SocietyLedger's help.

Before you start

You need the support permissions that come with the admin role: viewing all tickets, responding and managing them. Contacting SocietyLedger needs a separate permission, held by admins.

Answer a member's ticket

On the web

Go to Help & SupportSupport Tickets. You see every member ticket in your association.
Open a ticket and read the conversation.
Write your reply and select Send Response. Tick Internal note first if it's for your team — the member won't see it.
Use Move to to change the status, or Assign to me to take the ticket. Select Suggest a reply for a draft you can edit, when the AI service is available.

In the mobile app

Go to ManageSupport tickets. Need a reply counts the tickets waiting on you.
Open a ticket, then choose Reply to member or Internal note at the bottom.
Tap Send reply. Use Assign to me or the status buttons (such as Resolve) above the conversation, and Suggest a reply for a draft.
Screenshot pending: Support tickets in the mobile app: a member ticket with the reply box, the Reply to member / Internal note switch and the status buttons

The member is notified of every reply — an in-app notification, a push notification and an email. Internal notes notify no one.

Contact SocietyLedger support

When the problem is with the platform — billing, a bug, a module, a data correction or a feature request — send SocietyLedger a ticket of your own.

On the web, go to Help & SupportSupport Tickets, switch to Contact SocietyLedger, then select Contact SocietyLedger. In the app, go to ManageSupport ticketsTo SocietyLedger and tap Contact SocietyLedger.
Choose a category (Access & Login, Billing, Data, Technical, Bug Report, Feature Request or Other), describe the problem, and optionally attach up to three files.
Send it. SocietyLedger's team answers on the same ticket and you're notified of each reply.

Only you can see a ticket you send to SocietyLedger — other admins in your association don't.

Escalate a member's ticket

If you can't solve a member's problem yourself, you can pass it on without sharing the member's ticket.

Open the member's ticket and select Escalate to SocietyLedger (on the web, next to Close Ticket; in the app, below the status buttons).
Write the subject and a summary in your own words, choose a category and priority, and attach files if they help.
Send it. A new ticket opens with SocietyLedger, and a staff-only note on the member's ticket records that it was escalated.

What SocietyLedger sees

Only what you write in the escalation. They never see the member's ticket, name or messages, and the member isn't told you escalated it.

What happens next

You follow an escalated or direct ticket under Contact SocietyLedger — the same screen as a member's ticket thread. You can reply, attach files, close and reopen it, and you're notified when SocietyLedger's team replies or marks it resolved.

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Last updated 22 October 2026

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