Setting up your Recipients

Three translucent arrows pointing right in blue, pink, and orange colors on a dark background.

Once you've done this, you'll find managing your calls so easy.

We like to make our apps do most of the work and the recipient tool is no exception. It's simple and takes just minutes to set-up and, to make it completely clear, we've outlined the different steps for you here:

Initial set-up

First things first, Recipients are people or departments. To set-up your recipients, you'll need to go to 'Call settings' and then 'Recipients' where you'll find the option to add a new employee or department. Select this and follow the below instructions:

1. Input the name and email address of a person or department.
2. Input up to three number for each recipient to receive calls on. Your Pocket Phone System will try all of the number either in order or at random, or you can send straight to voicemail or a Moneypenny PA.
3. Input an alias for them e.g. John, Johnny or Jonathan. Please note, Alias is only applicable on our Fly package.
4. Decide where the call should end up if they don't answer: voicemail or a Moneypenny PA.

Amending your recipients

User interface window titled 'Recipient details' showing fields for entering Name with 'Jill Harper', Alias, and Email filled as jillharper@taylorsarch.co.uk. There are three call forwarding options: forwarding calls to a list of numbers, sending calls to Pocket Phone voicemail, or sending calls to Moneypenny. The first forwarding number 01234 567890 is entered, with an option to add a second number. Below, there is a choice to direct unanswered calls to Voicemail or Moneypenny, with Voicemail selected. Buttons to Cancel or Save recipient appear at the bottom.

Amend settings such as call path, ring time and voicemail options by clicking the 'Settings' button for that recipient. Here is what you'll find:

A list of numbers
Input three numbers for each recipient for them to receive calls on.

Another recipient
Send calls to another person or department.

Straight to voicemail
Send calls straight to Pocket Phone voicemail.

Straight to Moneypenny
Send calls to a Moneypenny PA.

Toggles
Turn this switch off to skip a number during the call process without deleting it.

Ring time
Control how long the call rings for.

In what order should the numbers be called?
Choose whether numbers are dialled either in order or random.

If there's no answer, where should the call end up?
Determine where the calls should go if there is no answer.

Advanced call settings

Advanced call settings with options to show caller’s number or business number and how Jill Harper handles calls.

You choose what number should be shown. Dialled number display allows you to see either the caller's number or your business number - perfect if you have multiple numbers.

You can also select which voicemail greeting you wish to use by choosing from one of two options.

1. Standard greeting - listen to see if it is suitable.

2. Record your own voicemail greeting.

Lastly, you can also add an alias for each recipient in the Advanced call settings section, used for speech recognition.

We know that once you get your recipients set-up, the way you manage your calls will be completely transformed. But if there's anything you need to ask or need help with our technical team are here to help - just give them a quick call on 0333 202 1005 whenever you need.

Topics
Pocket Phone System
Portal
Business telephone numbers
Phone answering service
Outsourced live chat

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