Every onboarding process is a little different. At net2phone Canada we always strive to give the best service possible, so we have outlined exactly what you can expect!
DOCUMENTATION
After your onboarding agent has gone over your organization's needs, you must complete some documentation, which will be sent through email.
To start setting up your account, you will need to fill out the forms listed:
Please Submit Forms within 48 Hours
After emails have been sent with the required forms, please fill them out completely and return them to your onboarding agent within 48 hours.
Account Set Up Form is an online input form created to list all your extension information and specify any call flow needs.
with user emails (as voicemails will go to the email provided), and extension numbers (which should be 3-4 digits long).
Contact Assignment Form allows you to designate authorized contacts for your account. Please note that Admin contacts can request any changes made on the account, and Billing contacts will receive your invoices by email.
Online Porting Form lists the phone numbers you want to be transferred to our system (if applicable). Before you do so, please review this Number Porting Information.
Once your onboarding agent has received the completed documents, they will create your account, users, and an approximate call flow based on the initial conversation. Hardware is ordered to your desired location if applicable.
TRAINING
Once the account is created, your onboarding agent will reach out to schedule a training session on our web portal, SONAR. During this session, you can ask questions and see exactly how to manage your system and configure your call flow to meet all your business needs.
Once training is completed (and any requested hardware is received) you will test the system using our recommended Deployment Test Plan. If you also received phones, you must connect them to the appropriate locations around your office; phone extensions will display on the screen after booting. We recommend that you, or your IT contact, review our Optimization Guide for Enterprise Networks for our recommended network settings.
NUMBER PORT AND BILLING
After testing the system for a week, we will submit the Number Port request. This typically takes 5-7 business days to complete depending on the information provided on the form.
Your onboarding agent will notify you once the number is transferred and you are live on our system!
