Managing Phone Numbers

Phone numbers can be used with Booking Calendars and Booking Hubs to handle inbound calls via Phone Booking. By assigning a phone number to your booking links, you can automate scheduling through your voice channels.

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Accessing Phone Numbers

1. Click the gear icon in the top right.
2. Select Phone Numbers from the dropdown.

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Prerequisites for Generating a Phone Number

To generate phone numbers, you need to:

• Have the appropriate number of phone number licenses.
• Have the Account Owner enable AI Agent.

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Enabling AI Agent on Your Account

1. Click the gear icon in the top-right corner.
2. Select Account Permissions from the menu.
3. Toggle on AI Agent.

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How to Generate New Phone Numbers

To generate a new phone number, click the gear icon in the top-right corner, select Phone Numbers, and click Generate phone number.

Provisioning behavior depends on the country selected:

United States/Canada & United Kingdom (Instant Provisioning)

Use this method for instant setup when selecting numbers for the United States/Canada (+1) or United Kingdom (+44).

1. In the country dropdown, select United States/Canada (+1) or United Kingdom (+44).
2. Optional: Use the Starts with search field to filter by starting digits.
3. Select your preferred phone number and click Select and assign.
4. Optional: Select a Booking Calendar or Booking Hub from the Assign to dropdown.
5. Click Assign.

Caution

Member Users can also generate and assign available phone numbers directly from within their Booking Calendars, Booking Hubs, and Routing Forms.

Australia (Verification-Based Provisioning)

Due to ACMA regulatory requirements, Australian phone numbers require business verification before provisioning.

Important Notes for Australian Numbers

• Voice Only: Phone numbers are for voice calls only and do not support SMS functionality.
• Processing Time: Business verification takes at least 2 business days. Numbers are not reserved during verification; if your selected number becomes unavailable, an alternative number from the same area code will be assigned.

1. Select Australia (+61) from the country dropdown and pick your preferred phone number.
2. Click Next to open the Business Verification Required form.
3. Complete each prompt sequentially by clicking Next after each entry:
   • Full Name of Authorized Representative
   • Email of the Authorized Representative
   • Registered Business Name
   • State or Territory
   • Zip Code
   • Business Address
4. On the confirmation screen, click Close.

Note

Our team will review your submission and notify you via email once setup is complete or if further information is required.

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How to Manage Existing Phone Numbers

Existing numbers can be reassigned to different booking links or marked for deletion as your business needs change.

Assigning Phone Numbers

1. Click the 3 dots to the right of the phone number.
2. Select Assign from the dropdown.
3. Use the Assign to dropdown to select the Booking Calendar or Booking Hub that will use the number.
4. Click Assign.

Tip

You can also unassign Phone Numbers at any time and then assign them to a different Booking Calendar or Booking Hub.

Deleting Phone Numbers

1. Click the 3 dots to the right of the phone number.
2. Select Delete number from the dropdown.
3. Click Confirm to mark the number for deletion.

Note

Numbers marked for deletion will only be deleted at the end of your current billing cycle.

Keeping Phone Numbers Marked for Deletion

You are able to cancel the deletion process of any phone number that was marked for deletion within your current billing cycle using the following steps:

1. Click the 3 dots to the right of the phone number.
2. Select Keep number from the dropdown.