GET STARTED WITH 3CX

Your Quick Reference Guide

Your communications Dashboard -The 3CX Web Client

Logging on

  1. Retrieve your credentials from your Welcome Email.
  2. Go to e.g. https://mycompany.3cx.com/webclient/
  3. Enter your extension and password.

Make, Receive & Transfer Calls

  1. Make a call by clicking on an extension or enter name/number in the search box.
  2. Toggle the phone icon to trigger a call on your smartphone, deskphone or web client.
  3. Transfer a call by clicking “Transfer” or “Att. Transfer”, enter the extension or name.
    1. To blind transfer click “Transfer” and hang up
    2. If Att. Transfer announce the call and click “Transfer”.

Manage your Status

  1. Set your status and status message by clicking on the drop down menu next to your avatar.
  2. Click on the pencil to add a status message.
  3. Set status temporarily to time limit your status automatically.
  4. Green means available, yellow on a call, red is busy – calls will be diverted to voicemail.

Chat with your Colleagues

  1. Click on the “Chat” function.
  2. Click on “+” to create a new chat or “new group” for group chat.
  3. Select the extension(s) and click “OK” or tap “Done” to start chatting.

Call numbers from web pages The Click2Call Extension

  1. Install the Chrome or Firefox extension.
  2. Configure it like so and refresh your browser.
  3. Clicking on a number will launch the 3CX dialer.
More Click2Call tips here

Check out the HELP page

Find out what else you can do with your Web Client

Your Office Anywhere – The 3CX Apps

Download the iOS or Android Apps:

  • Open your welcome email.

  • Open the app on your device, tap on the menu (top left) “Scan QR Code”.

  • Now scan the QR code from your welcome email – done!

See more iOS tips
See more Android tips

Download the Windows or Mac Apps

  • Open your welcome email.

  • Download the attachment and double click on it.

  • The app will then automatically configure itself.

See more Windows tips
See more Mac tips

To transfer a call:

  • Click “Transfer”or “Att. Transfer”.
  • Enter the extension or search by name, tap “Transfer” and hang up.

  • If Att. Transfer announce the call and click “Transfer”.

Using your Deskphone

To make a call:

  1. Dial the number on the keypad and hit the send or enter button.
  2. OR select a contact or extension from your web client or a number from a web page, hit call.
  3. The web client will trigger the call on your deskphone if the toggle is correctly set.

To transfer a call:

  • For blind transfer: Press “Transfer”, dial the extension, press send/dial and hang up.

  • Attended transfer Yealink: Press “Transfer”, dial number or select extension, press “Send”, announce the caller, press “Transfer” and hang up.

  • Attended transfer Snom: Press the “Hold” button and dial the extension you want to transfer to. Announce the call and press “Transfer” followed by send/dial and hang up.

See detailed Transfer,

Voice Mail & Conference guides for all IP Phones

Voicemail

Setting your Voicemail Greeting


  1. By phone
    1. Dial “999”– if 999 is an emergency number dial “666”.
    2. Enter your PIN and then press “#”.
    3.  Select option “9” then “5” and then “0”.
  2. From the web client:
    1. Go to Settings > Greetings
    2. From here you can set a greeting according to your status.

To Playback Voicemail


  1. By phone:
    1. Dial “999” or hit “Voicemail /Message” –  if 999 is an emergency number dial “666”.
    2. Enter your PIN, press “#” and then “*” to play your messages.
  2. Web Client: Click voicemail. Select the message and click “Play”.
  3. Android & iOS App: Tap on the burger menu and select Voicemail.

Scheduling an Audio/Web Conference

Creating an ad-hoc Web Conference


  1. Click on “WebMeeting” in the web client.
  2. Click “Invite People” in the central navigation bar.
  3. Now click allow the use of the camera and microphone!

Creating an Audio Conference


From the Web Client, Android & iOS Apps:

  1. Tap or click on “Schedule Conference” (in the top menu for smartphones).
  2. Add the “Subject” and “Notes”.
  3. Specify the preferred time.
  4. “Enable Announcements” to get notified when participants join.
  5. Add participants and hit “Create Meeting” (Web Client) or “Done” (Android & iOS).
    1. Participants will receive an invitation email with an external dial-in number and a PIN.
    2. Internal participants will receive an email with an extension and PIN or be called.

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