Getting Started for Small Businesses (3-10 Employees)

This guide is designed for you, the small-but-mighty business owner! As your business grows, so will your need for a scalable phone platform. Below, you’ll find a complete setup guide for your small business, including the following features:

  • A combination of desk phones and computer softphones to make and receive calls
  • A toll-free number for your dedicated business line
  • A customizable menu (IVR) system
  • Custom voicemail greetings and inboxes for each employee
  • The ability to set schedule hours so that you only receive calls during your business hours
  • The ability to get voicemail notifications by email or text message
  • A dedicated toll-free number to send and receive faxes
  • A free conference-bridge number for conference calls

Who Should Use This Guide?

As a small business owner, we assume you have between three and ten employees.

If your business has grown beyond this, we suggest you use Getting Started for Growing Businesses. If you just started your business consider use Getting Started for Entrepreneurs.

Setting Up Your Account and Devices

The phone features listed in this guide are interdependent. We recommend following the setup steps in the order they are presented.

Phone Numbers


Mobile Apps







Outbound Calls

Call Recording

Minute Upgrades

Congratulations! After following this guide, you’re ready to do business using