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How to set up your receptionist, section by section
Your receptionist is set up in one place: the Set up page, with four sections. Open one, fill it in and save it, then press Next step.
Once you have your number, everything about how your receptionist works is on one page. It is called Set up, and its heading reads Set up your receptionist. It has four sections. Open one and fill it in.
The steps
- In your dashboard, open Set up.
- Open Your business: who you are, when you are open, where you work and what you charge. Press Save.
- Open How calls are answered: your receptionist's name and voice, and what she asks callers. Press Save.
- Open Bookings and alerts: how callers book, and where you hear about what she took. Press Save.
- Open What it should know: answers to common questions, and what she should be careful about. Press Save.
- Press Next step at the top of the page to go to the next section that still needs filling in.
Good to know
- Each Save button saves only the part above it.
- When there is nothing left to fill in, the Next step button changes to Hear your receptionist.
- You can come back to any section later and change it.
- Business Profile and Knowledge are no longer separate menu items. They are sections of Set up, and their old addresses open it.
Setting up bookings has its own steps, on the Booking system page. Follow how to set up bookings.
Where did Business Profile and Knowledge go?
They are now sections of the Set up page, so the old links open it. The menu is Overview, Set up, Calls, Numbers and Assistant, with everything else under More.
What does each Save button do?
It saves only the part above it, so you can fill in one section and come back to the others.
Related reading
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