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19 Aug, 2020 | Phone Support, internet phone, customer support, phone systems, phone services, voip phone, ip phones, pbx, phone installation

Getting Started with Your New RingPlan Phone System — Step by Step Guide

Register your organization and start making calls in as little as 15 minutes

From Our Knowledge Base

Create a free account or take advantage of advanced tools with a paid plan. Regardless of which plan you choose, the process starts the same way. Follow the steps outlined below to access your company portal.

Learn about the steps it takes to register your organization, and download a softphone app to your mobile device. A valid email and mobile phone are required for the individual managing the company's phone system.

Registration Instructions

  1. Visit my.ringplan.com and select a plan to get started.
  2. Easily register using your company email address, Google account, Microsoft account, or favorite social media account. Your account will pre-populate information provided by your social media account. If you register using these steps, jump directly to these instructions.
  3. If you prefer to sign up with an email address, click on the link “sign up now” at the bottom of the page and follow the next few steps to sign in.
    Register your organization for a central phone system by signing in or signing up.
  4. Create a new account and a verification email will be sent to your inbox. Visit your email to verify your email address.

Account Settings

  1. Create a new password, provide your personal information, and company information to create your business account.
    1. Your new password needs to be 8-50 characters, containing 3 out of 4 of the following: Lowercase characters, uppercase characters, digits (0-9), and one or more of the following symbols: @ # $ % ^ & * - _ + = [ ] { } | \ : ' , ? / ` ~ " ( ) ; .
  2. Sign In using your login and password. Once inside, you’ll see a welcome window. Click on the START button and accept our Master Service Agreement and set your time zone.
Get started with your central phone by logging in

 

Users of our phone system need to agree to our master service agreement

 

Set up your phone system with the correct time zone

 

Phone Provisioning - Service Address and E911 Settings

Register your business address and set up emergency contact information.

  1. Set your service address to set up E911.Every business using an internet phone should make sure to set up emergency service
  2. Add your billing address.Provide us with your business address and billing address
  3. Select your first phone number. Start by searching for available phone numbers using your desired area code. Select from the available numbers that appear and click on the NEXT button.Select a phone number from the options provided. You can add more numbers later.
  4. Create your first extension. Select an extension number, assign an employee name and add a descriptionUse ringplan to create a multi-line phone system with multiple extensions.
  5. Allow 5-10 minutes for your phone system to auto provision. Watch the video and keep an eye on the status bar above the video to track your progress. Your phone system is being set up. Watch the video and watch the progress above.

Installing the Softphone Application

We will send you a link to your cell phone so you can install the application. Use the soft phone app to make VoIP calls from your cell phone. Once installed, use the soft phone to scan your personalized QR code. We will provide you with your own personal qr code during your setup process.

  1. Click on the link sent to your mobile device. You can also download the app directly from the app store on your mobile device by clicking on this link.
  2. Open the app and tap on SettingsMake sure you configure your phone settings on your softphone
  3. Tap on Account SettingsMake sure your account settings are configured to work with your phone
  4. Click the Plus Sign to add an accountAdd an account to sync your mobile and desk phones
  5. Select UCM Account (SCAN QR CODE) Your camera will open, please scan the QR code we sent you for your extension.
  6. Finalize the set-upcomplete the setup of your desktop and mobile phone
  7. If successful you will see a green dot replace the red dot next to your extension number on the top of your mobile's screen inside the app. This green light indicates your mobile device is connected.
Get confirmation that your phone is working

Receiving Your First Test Call

  1. You will receive a test phone call to confirm the setup process worked. If it did not work, try again. If you are still having trouble, click on ‘help.’
  2. Continue to your dashboard to add new lines, new extensions, to buy new phones and add toll-free numbers using the navigation on the left. If you are having trouble, set up a call with a project manager. Once successfully completed, you will be asked to sign in.

 

 

 

 

Further Questions?

See the RingPlan Knowledgebase for further training including video training, and questions on how to contact customer support and billing.

 

 

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