Prepare for Install – Online Checklist and Configuration Worksheet

Your name
All contact information is kept confidential, used only if we have additional questions about the information provided here.
Do you have the "admin" login credentials for your Firewall and Router?
For example: Most popular routers can be accessed by a web browser on http://192.168.1.1 or http://192.168.0.1 or http://10.0.0.1

Installation Checklist

If you purchased any desk phones or our hybrid-premise server, please review and complete the following checklist requirements. If not, you may skip this section.
Desk phone connection requirements (Must check all 2)
Hybrid On-Site Server Gateway connection requirements (Must check all 3)

User Extension Programming

Provide us the information necessary to allow us to help customize your new phone system with personal details and preferences that work best for your office.

User #1

Must be four-digits long and unique for each user. For example: 1011, 1012, 1013… or 2011, 2012, 2013…
User's Name
Features

Call Ringing / Routing Programming

Tell us when and where calls should go throughout the day, and what you would like to happen when calls aren’t answered. Be as detailed as possible — the more information you provide, the better we’ll understand.
For example: Monday-Thursday 9am-5pm, Friday 8am-2pm, Sat 10am-3pm, Closed on Sundays.
For example: Will an announcement menu answer and what should the announcement say, or what phone extensions should ring immediately then what should happen if no one answers the call?
For example: Answer with a menu that says, press 1 for our on-call doctor (Mary’s mobile app at extension 1012) or press 2 to leave a message (Sara’s voicemail at extension 1011).
For example: We need a button to manually turn on during Lunch (which could be different times every day) to send all calls to voicemail with a “closed for lunch” message.

Special Instructions

Are there any other custom settings, notes, or programming requirements we should include?
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