Client Onboarding Complete this form to help us configure and deploy your Edgeless UC phone system. Step 1 of 6 16% Company InformationTell us about your business and service location. Company Name(Required)Primary Service Location(Required) Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Main Business Phone NumberTime Zone(Required)CentralMountainPacificEasternDesired Go-Live Date MM slash DD slash YYYY Anything else we should know? Primary Contact InformationPrimary Contact Name First Last Primary Contact Email Primary Contact PhonePrimary Contact RoleOffice managerIT/ MSPAdministratorOtherBilling Contact InformationIs the billing contact the same as the primary contact? Yes No Unsure Billing Contact Name(Required) First Last Billing Contact Email Billing Contact PhoneFax NumberWould you like E-Fax?(Required) Yes No Unsure Fax Email AddressPlease include the Email address you’d like to receive the fax’s. Users & ExtensionsAdd each user or phone extension that should be created. Click the + button to add more rows. Extension ListExtension NumberUser Name / Extension NameEmail AddressVoicemail to Email? Yes or NoPhone Type, Desk or Soft or BothDo you have a Direct Number? Yes or No Add RemoveNotes or Special Instructions for Extensions Ring GroupsRing groups allow multiple users to ring at the same time or in sequence (e.g., Sales, Support). If you’re unsure, you can skip this section.Do you need any ring groups?(Required) Yes No Unsure Ring Group ListRing Group NameRing Strategy (Ring All / Round Robin / Unsure)Extensions Included (e.g. 101,102,103)Ring Group Notes or Special InstructionsOver Flow Destination (Voicemail box or Extension) Add RemoveNotes section catches edge cases like: “Ring sales first, then support” “Overflow to answering service” “Only ring during business hours” Auto Attendant (Main Menu)An auto attendant answers incoming calls and routes callers based on key presses. Example: “Press 1 for Sales, Press 2 for Support.” Do you want an auto attendant?(Required) Yes No Unsure Should your auto attendant behave differently during business hours?(Required) Yes (Day and Night Menus) No ( Same Menu ALL The Time) Unsure Day or ALL Script.(Required)Please include your greeting.DAY or ALL ROUTING–Please list option destinations.(Required)Option 1Option 2Option 3Option 4Option 5Option 6Option 7Option 8Option 9OperatorNo Choice Made Add RemovePlease add, extension number – voicemail extension – AA for Auto attendant – Ring Group NameNight Script(Required)Please include your CLOSED greetingNight Routing(Required)Option 1Option 2Option 3Option 4Option 5Option 6Option 7Option 8Option 9OperatorNo Choice made Add RemovePlease add, extension number – voicemail extension – AA for Auto attendant – Ring Group NameBusiness Hours – Please select your operation times below.Enter your normal business hours. If a day is closed, mark it as Closed.Monday Status(Required) Open Closed Open Hour(Required)000102030405060708091011121314151617181920212223Open Minutes(Required)00153045Closed Hour(Required)000102030405060708091011121314151617181920212223Closed Minute(Required)00153045Tuesday Status(Required) Open Closed Open Hour(Required)000102030405060708091011121314151617181920212223Open Minute(Required)00153045Closed Hour(Required)000102030405060708091011121314151617181920212223Closed Minute(Required)00153045Wednesday Status(Required) Open Closed Open Hour(Required)000102030405060708091011121314151617181920212223Open Minute(Required)00153045Closed Hour(Required)000102030405060708091011121314151617181920212223Closed Minute(Required)00153045Thursday Status(Required) Open Closed Open Hour(Required)000102030405060708091011121314151617181920212223Open Minute(Required)00153045Closed Hour(Required)000102030405060708091011121314151617181920212223Closed Minute(Required)00153045Friday Status(Required) Open Closed Open Hour(Required)000102030405060708091011121314151617181920212223Open Minute(Required)00153045Closed Hour(Required)000102030405060708091011121314151617181920212223Closed Minute(Required)00153045Saturday Status(Required) Open Closed Open Hour(Required)000102030405060708091011121314151617181920212223Open Minute(Required)00153045Closed Hour(Required)000102030405060708091011121314151617181920212223Closed Minute(Required)00153045Sunday Status(Required) Open Closed Open Hour(Required)000102030405060708091011121314151617181920212223Open Minute(Required)00153045Closed Hour(Required)000102030405060708091011121314151617181920212223Closed Minute(Required)00153045Operation Times Notes:Please include any notes or thoughts. Line Number Porting (LNP)Here you will enter all your phone numbers, fill in all current account info and attach a phone bill. Do you want to port existing phone numbers?(Required) Yes No Unsure Carrier InfoCarrierAccount Number Add RemoveShould ALL numbers be ported Yes No Unsure Number(s) to be ported(Required)Phone NumberNotes Add RemoveNumber NOT to be portedPhone NumberNotes Add RemovePlease attach most current phone bill.(Required)Max. file size: 512 MB. NOTE* Please be sure this bill shows the phone numbers. If its doesn’t you may need to call your carrier and ask for a CSR, then attach it as well.CSR- Customer Service Record ( If needed)Max. file size: 512 MB. Account Holder Name- Authorized Signer(Required)Service Address(Required)Any commits about Porting? Yes No Examples: Numbers must port together After-hours port Old system must stay livePlease include any notes about number portingPreferred Port Timing(Required) ASAP Specific Date Unsure Desired Porting Date(Required) MM slash DD slash YYYY This is the date we will request from your carrier to release your numbers to EdgelessI certify that I am an authorized representative of the company listed above and authorize Edgeless UC to act on my behalf to port the telephone numbers included in this request. I understand that submitting this request may result in service changes with my current carrier. Authorized Signer Name (Printed)(Required) Type Name Here Date MM slash DD slash YYYY
