Complete the Initial Setup Wizard
The VoIP Configuration Wizard guides you through setting up your entire phone system in 8 comprehensive steps.
This wizard is accessed immediately after registration or from the VoIP Management section of your customer portal.
Step 1: Number Porting
- • Choose whether to port existing numbers from your current provider
- • Enter each number to port along with current provider details
- • Mark your main billing number (the number on your current bill)
- • Note: Porting typically takes 5-10 business days and requires a Customer Letter of Authority (CLoA)
Step 2: New Numbers
- • Select UK regions for your new phone numbers (England, Wales, Scotland, Northern Ireland)
- • Choose area codes for each region (e.g., 0118 for Reading, 0207 for London)
- • Specify quantity needed per area code
- • Numbers are allocated from your purchased allocation
Step 3: General Setup
- • Choose extension format: 3-digit (100-999), 4-digit (1000-9999), or 5-digit (10000-99999)
- • Define extension range start and end numbers
- • Enable voicemail transcription and email delivery
- • Configure business hours for each day of the week
- • Set call routing for during-hours and after-hours scenarios
Step 4: User Extensions
- • Add user details: first name, last name, email address
- • Assign extension numbers (auto-incremented based on your range)
- • Grant reporting access to specific users if needed
- • Extensions can be added, edited, or removed later from VoIP Management
Step 5: Call Routing
- • Configure where each phone number routes incoming calls
- • Set up IVR menus for professional call handling
- • Create call queues for departments
- • Configure ring groups for simultaneous or sequential ringing
Step 6: Phone Hardware
- • Register phones purchased from BusinessVoIP or bring your own
- • Assign each phone to a user extension
- • For purchased phones: provide shipping addresses
- • For customer-owned phones: enter manufacturer, model, serial number, and confirm release from previous provider
Step 7: Holidays & Phonebook
- • Add business holidays with special call routing (Christmas, Easter, bank holidays, etc.)
- • Set holiday actions: voicemail, announcement, or forward to external number
- • Mark holidays as recurring yearly
- • Create company phonebook contacts available to all users on their phones
Step 8: Final Configuration
- • Enable Microsoft 365 integration if you use Entra ID (formerly Azure AD)
- • Sign Customer Letter of Authority (CLoA) for number porting
- • Review configuration summary
- • Submit to begin provisioning (our team starts setup immediately)
💡 Tip: You can save and exit the wizard at any time. Your progress is saved, and you can return later to complete remaining steps.