Phone System Onboarding

Business Information

Company Name*

Primary Location*

Street Address City State / Province / Region ZIP / Postal Code

Time Zone

Main Phone Number*

Desired Go-Live Date*

Business Hours

Days of Operation*

Opening Time *

Opening Time (Hours)*

Opening Time (Minutes)*

Closing Time *

Opening Time (Hours)*

Opening Time (Minutes)*

Do hours vary by day*

Yes
No

Explain*

Holiday Schedule

Please check all holidays observed*

Other Holidays

Call Flow

Business Hours Call Handling*

Ring Group
Auto Attendant
Receptionist

If unanswered*

Voicemail
External Forward
Disconnect

Ring Group*

Ring to ALL

If you would like only a specific group of extensions to ring during business hours, please list the extensions to be included below:

List

Users	Extension

Auto Attendant Scripts

Please script your greeting in your desired language below

Main Greeting Verbiage*

After-Hours Greeting Verbiage*

Holiday Greeting Verbiage*

Receptionist*

After-Hours / On-Call

Do you have an on-call phone?*

Yes
No

On-Call Phone Number*

After-hours behavior*

Forward
Menu Option
Voicemail First

Forwarding Number*

Voicemail Preferences

Voicemail delivery*

Email
System Only
Both

Custom greeting needed?*

Yes
No

Provide script*

Failover / Emergency Routing

If internet or power is down*

(if different from On-Call Number)

Voicemail
On-call phone
Forward to backup number

If internet or power is down*

(if different from On-Call Number)

Voicemail
Forward to backup number

Backup Number*

Final Approval

I confirm the above information is accurate.

Name*

First Last

Email*

Date*

Signature*

Phone System Onboarding

Business Information

Business Hours

Holiday Schedule

Call Flow

After-Hours / On-Call

Voicemail Preferences

Failover / Emergency Routing

Final Approval

Contact

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