Get started in ten minutes

The five things to do on day one.

Video tutorial, 1:20 · English captions · Download the video

Owners and admins see Get set up after they sign in, until every step is done. A step that is not done yet carries the button that does it: the 9-1-1 address form, choosing your number, the guided receptionist setup or the test call.

In this video

Step by step

1
Get set up is your first-week checklist. Until it is finished, owners and admins land here after they sign in.
2
The bar shows how far along you are. Hide this page removes the checklist, once you no longer need it.
3
Each card is one step, with what it is for and where you stand. Your account comes first.
4
Emergency address: the law requires a 9-1-1 address before any line can make calls.
5
Your new phone number comes with your plan. Your receptionist answers on it.
6
Create your receptionist: the guided setup takes about five minutes, and builds it for you.
7
Make a test call: hear your receptionist yourself, before any customer does.
8
Your current number: choose how the number your customers already know reaches your receptionist.
9
Phone orders with Clover, and Reservations, are optional. Skip them, or bring them back with Do it later.
10
Go live shows the number your receptionist answers. Dashboard takes you to Home.

Phone orders with Clover and Reservations are optional. Skipped steps stay skipped until you press Do it later.

In short

Your account: you sign in with your own password.
Emergency address: the 911 address. The law requires it before any line can make calls.
Your new phone number: one number comes with your plan, and your receptionist answers on it.
Create your receptionist: the guided setup takes about five minutes and builds it for you.
Make a test call: hear your receptionist yourself before any customer does.
Your current number: choose how the number your customers already know reaches your receptionist.
Phone orders with Clover and Reservations are optional: skip them, or bring them back with Do it later.

Then invite your team (see Add a teammate) and install the app on your phone (see Install the apps).

Record a voicemail greeting before you give your number out. Until you do, callers hear a spoken greeting with your company name.

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