Phone System Configuration

Help us understand how you'd like your phone system to work. Complete this form and we'll configure your system exactly to your needs.

3CX Yeastar

Business Info

Users & Extensions

Ring Groups

IVR Menu

Call Flow

Business Information

Let's start with the basics about your business.

Company Name *

Primary Contact Name *

Contact Role

Contact Email *

Contact Phone

Number of Staff Using Phones

Porting Existing Numbers?

Existing Phone Numbers - main numbers and any DIDs we should know about

Add each person who will have an extension. Extensions are typically 3–4 digits (e.g. 100, 101, 102).

Group extensions together so they ring as one (e.g. "Sales Team", "Reception"). Optional — skip if not needed.

Create your automated phone menu — "Press 1 for Sales, Press 2 for Support…"

Enable IVR Menu Callers hear a menu and can press a number to be routed.

Greeting Message - what the caller hears first

Menu Options

How should calls be handled during and outside business hours? Pick the optional features you need.

Business Hours - when your phones should ring normally

After Hours Handling

After Hours Destination - mobile or number, if applicable

Holiday Handling - e.g. public holidays, Christmas shutdown

Voicemail Greeting - standard message for unanswered calls

Additional Features

Call Recording Record inbound/outbound calls

Call Queues Hold music + position-in-queue

Conferencing Multi-party audio bridges

Mobile/Desktop App Take calls anywhere

Fax to Email Receive faxes as PDF

Additional Notes

Thanks — we'll review your details and reach out shortly to confirm next steps.