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Before your setup call
- Your hours, and the days you are closed
- The services you book, and about how long each takes
- The questions callers ask most, with your answers
- The cell number urgent callers should ring
- Your phone company or phone system, and whoever can log in to it
- A second phone to test with
- The email address for alerts, with access to it
- Optional: your calendar's private iCal link
On the call with us
- Confirm hours, services and the urgent-call number
- Choose full, busy or no answer, or after-hours forwarding
- Set forwarding together, with the Call Kettle number in front of you
- Test call 1: from the second phone, call your business number
- Test call 2: ask for an appointment and check the booking email
- Test call 3: say something urgent and check the alert
- Write down how to turn forwarding off for your carrier
After the call
- Sign in and choose your own password
- Check the Finish setup card on Home
- Confirm your alert email, and check your spam folder
- Tell your staff what happens to calls now
- Re-test forwarding in a few days (carriers sometimes change settings)
- Note the date you will review your first week of calls with us