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:

Phones Numbers (to be transferred in)

Phone Numbers (Port In)

Internal Extensions

User	Extension

Fax Number

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

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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