Equity & Help Inc

Overview

The Zoom Phone quick start guide assists end users with setting up your Zoom Phone account and using essential features like making calls and checking voicemail. Read this quick start guide for a quick summary of the features and click the embedded links to learn more.

Note:

• Not all features are available across all platforms, see our Zoom Phone features comparison for more information.
• Zoom supports secure voice calls across all supported devices, desktop, and mobile clients. Learn more about Zoom Phone encryption.

Initial setup 

If your Zoom Phone admin assigned you a Zoom Phone license, you will get an email notification with a link to set up Zoom Phone.

1. Click the link at the bottom of the email notification. If you didn't get an email, sign in to the Zoom web portal and click Phone.
2. Enter the required information to set up Zoom Phone:
    
   • Country and area code: The area code is used when you dial local numbers.
   • Timezone: Make sure you set the correct timezone. It will affect several Zoom Phone features including your business/closed/holiday hours and desk phones assigned by your admin.
   • PIN: Enter a voicemail PIN used to check your voicemail on desk phones assigned by your admin. You will not need the PIN to check voicemail using the Zoom desktop, mobile app, or web portal.
3. Click Setup.

Phone settings

After the initial setup, you should adjust your Zoom Phone settings in the web portal.

1. Sign in to the Zoom web portal.
2. Click Phone, then click the Settings tab.
    Here are a few essential settings you may want to change:
3. Emergency Address: Displays the address provided to first responders when dialing an emergency number. Make sure this address is correct.
4. Business/Closed/Holiday Hours: Change the times when you can answer calls. 
5. Voicemail Greeting: Audio that plays before Zoom Phone routes calls to your voicemail. You can customize this by recording audio directly in the web portal or uploading an audio file.

Contacts

By default, you can call the contacts directory in the Zoom desktop client or mobile app to call people in the same organization. Follow these articles to add contacts from third-party services:

• Zoom Desktop client: Sync your contacts with Google, Office 365, or Exchange. After syncing your contacts, you can add synced contacts using your call history or voicemail.
• Zoom mobile app: View your phone's contacts in the Zoom Phone mobile app.

Phone calls

After setup, you can start making and receiving calls using Zoom Phone. Make calls using the dial pad or search through your internal, external or synced contacts. For incoming calls, you can decline a call to route it to your voicemail.

In-call controls

While in a call, you can:

• Access in-call controls like hold, record, and transfer.
• Start a Zoom meeting with the other person on the call.
• Use call flip to switch the device you are using for the call.

Voicemail

Zoom Phone forwards all unanswered and declined inbound calls to your voicemail. You can use the Zoom desktop client, mobile app, or web portal to play and manage your voicemail messages.

Call history and recordings

After making, receiving, or recording calls, you can check your call history and recordings on the Zoom desktop client, mobile app, or web portal.