GET STARTED WITH 3CX

Your Quick Reference Guide

www.3cx.com/user-manual/

01 Your Communications Dashboard - The 3CX Web Client

Logging in
1 Retrieve your credentials from your
Welcome Email.
2 Go to your Web Client URL, e.g.
https://mycompany.3cx.com/webclient/
3 Log in using your extension and password.

Make, Receive & Transfer Calls Manage your Status

1 Make a call by clicking on an extension or enter 1 Set your status and status message by
name/number in the search box. clicking on the drop down menu next to your
avatar.
2 Toggle the phone icon to trigger a call on your
smartphone, deskphone or web client. 2 Click on the pencil to add a status message.

3 Transfer a call by clicking “Transfer” or “Att. 3 Set status temporarily to time limit your
Transfer”, enter the extension or name. status automatically.
a. If Att. Transfer announce the call and 4 Green means available, yellow on a call, red
click “Transfer”. is busy - calls will be diverted to voicemail.
b. To blind transfer click “Transfer” and
hang up.

Call numbers from web pages Chat with your Colleagues

The Click2Call Extension
1 Click on the “Chat” function.
1 Install the Chrome or Firefox extension. 2 Click on the “Compose” icon to search and
2 Configure it and refresh your browser. add people for one-on-one or group chat.

3 Clicking on a number will launch the 3CX dialer. 3 Select the extension(s) and click “OK” to
start chatting.

02 Your Office Anywhere - The 3CX Apps

Download the iOS or Android Apps Download the Windows or Mac Apps
Open your welcome email. Open your welcome email.
Open the app on your device, tap on the menu (top left) and Download the attachment and double click on it.
then “Scan QR Code”.
The app will then automatically configure itself.
Now scan the QR code from your welcome email - done.

To transfer a call
Click “Transfer” or “Att. Transfer”.
Enter the extension or search by name, tap “Transfer”
and hang up.
If Att. Transfer announce the call and click “Transfer”.

SEE THE ONLINE VERSION HERE:

 GET STARTED WITH 3CX
Your Quick Reference Guide
www.3cx.com/user-manual/

03 Using Your Deskphone

To make a call To transfer a call

1 Dial the number on the keypad and hit the send 1 For blind transfer: Press “Transfer”, dial the extension,
or enter button. press send/dial and hang up.
2 OR select a contact or extension from your 2 Attended transfer Yealink: Press “Transfer”, dial number
Web Client or a number from a web page, or select extension, press “Send”, announce the caller,
hit call. press “Transfer” and hang up.
3 The Web Client triggers the call on your 3 Attended transfer Snom: Press the “Hold” button and dial
deskphone if selected via the phone selector the extension you want to transfer to. Announce the call and
toggle. press “Transfer” followed by send/dial and hang up.

04 Voicemail

Setting your Voicemail Greeting To Playback Voicemail

1 By phone: 1 By phone:
a. Dial the voicemail number as indicated in a. Dial your voicemail number or hit "Voicemail/Message"
your welcome email. b. Enter your PIN, press “#” and then “*” to play
b. Enter your PIN and then press “#”. your messages.
c. Select option “9”, then “8” and then “0”
2 Web Client: Click on "Voicemail" and click the playback
to record.
icon to listen to the message on your selected phone.
d. Press "#" to end recording and "0" to save.
3 Android & iOS App: Tap on the burger menu, select
2 From the Web Client:
"Voicemail", tap on the voicemail and select "Play" to
a. Go to "Settings" > "Greetings".
listen to the message.
b. From here you can set a greeting according
to your status.

05
03 Scheduling an Audio/Web Conference

Creating an Audio Conference

1 Tap or click on “Schedule Conference”
(in the top menu for smartphones).
2 “Enable Announcements” to get notified when
participants join.
3 Add the “Subject” and “Notes”.
4 Specify the preferred time.
5 Hit “Create Meeting” (Web Client) or “Done” (Android
Creating an ad-hoc Web Conference & iOS) and add participants.
a. Participants will receive an invitation email with an
external dial-in number and a PIN.
1 Click on “WebMeeting” in the web client.
b. Internal participants will receive an email with an
2 Allow WebMeeting to use the camera and microphone. extension and PIN or be called.
3 Click on "Invite People" on the right panel to add participants.

SEE THE ONLINE VERSION HERE: