Requirements:

  • Work Station
  • Account hosted in Zoom Phone
  • Latest version of Zoom

Overview:


This article will walk you through accessing your phone settings on the web portal for Zoom.

These include the following

  • Accessing Phone Settings
  • Call Handling

Accessing Phone Settings:


  1. First Open this link: Settings: https://zoom.us/pbx/page/telephone/myZoomTelephony#/my-cloud-phone/settings
    • This should open your web browser on your current device which you will be prompted to sign in. 
    • NOTE: Once signed in it may prompt you to setup a pin to access voicemail if you haven't already. Set a PIN that you WILL REMEMBER
  2. You will know you are in the correct dashboard if it looks similar to the screenshot below
  3. There are different features that you can edit within your Phone Settings on Zoom that range from Call Handling, Delegation, and many other features. I will go over a few in the steps below


Call Handling:

  1. Call Handling can be found within the Phone Settings and should look like the following

           


- Here you can change your Business Hours, Closed Hours, and Holiday Hours.

  • Business Hours - Click Edit to change the times when you can answer calls. 
    • Call Handling - Click Edit to customize how calls are routed during the specified Business Hours. 
    • Max Wait Time - The maximum wait time before the call is handled as specified in the setting below (When a call is not answered)
    • When a call is not answered - Select how unanswered calls are handled during business hours. 
  • Closed Hours - These are hours outside of the Business Hours  
    • Call Handling - Click Edit to customize how calls are routed during Closed Hours
      • NOTE: If you turn on call handling your Zoom Phone will ring, so leave it off for calls to follow the When a call is not answered settings instead of ringing.
    • Greeting & Leave voicemail instruction -  Zoom Voicemail : SH Technology Systems (smith-howard.com) 
  • Holiday Hours - You can add the dates for Holidays and adjust the call handling for each holiday.

Should you run into any issues or need assistance, please contact the help desk. You can submit a ticket HERE , by emailing the help desk at [email protected], or by calling 404.879.3434/ x3434.