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Phone system setup

Numbers

Get phone numbers for your shop and choose where each one sends its calls.

A number is what your customers dial. Each number sends its calls to one place, usually your main menu.

Sidebar → Phone system setup → Numbers

The Numbers screen showing a phone number, its area, and the menu it routes to

What you'll see

ColumnMeaning
NameAn optional label, such as "Main" or "Catering". Staff see it on the handset when a call comes in, so they know which number was dialled.
NumberThe phone number itself.
AreaThe city and state the number belongs to.
Routes toWhere calls to this number go, or Not routed if nowhere yet.

The banner above the table shows how many numbers your plan includes at this location and how many you've used, including any still being moved across.

Get a new number

Select + Add numbers.
Choose a State, then narrow by area code or city to find a number you like.
Select the number and confirm. It appears in your list straight away, ready to route.

Choose where a number sends calls

Select the pencil on the number's row.
Under Routes to, choose what should answer: a Menu, a Line, a Phrase, or Forward to send the call to another phone number.
Save.

Forward calls to another phone

Choose Forward as the route type and enter the number to send calls to — a mobile, or the phone you use today. Callers dial your RetailPhone number and the call rings wherever you said.

This is the quickest way to start: point your number at your existing phone, then build your menu at your own pace.

Move a number to another location

Select the two-arrows icon on the row to move a number to a different shop in your organization.

A number has to be set to Not routed before it can be moved. Moving a routed number would leave it pointing at a menu or line that belongs to a different shop, so the button stays switched off until you clear its routing.

Give a number back

Select the bin on the row to release a number you no longer need. Releasing is permanent — the number goes back into circulation and cannot be recovered.

Keep a number you already have

Select Number porting to move a number from your current phone company. See Move an existing number.

Need more numbers than your plan includes? Add extra numbers on the Billing tab.

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