* Joonto 14 Day Trial ACCOUNT CREATION + Primary ADMIN Set-up | Scribe

* Joonto 14 Day Trial ACCOUNT CREATION + Primary ADMIN Set-up

  • Brenda Jensen |
  • 27 steps |
  • 57 seconds
  • JoontoJoonto
  • GmailGmail
  • StripeStripe
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Navigate to [[https://dashboard.joonto.com]]
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Select Create New Account
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You will add the email address of the PRIMARY ADMIN, and click on Create Account. Feel free to review the Terms of Service highlighted in blue.
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Enter the fields for: Your Name Company Name Number of Users Personal Mobile Number The Primary CRM that you will be integrating with Joonto.
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Click "Create Account"
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If you are prompted to schedule a meeting, please exit that page and navigate to your email and confirm your account. A member of our sales team will reach out to you.
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Find the email from [[email protected]](mailto:[email protected]) asking you to confirm your Joonto account. Click on Confirm My Account, or by clicking on the link.
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You will be taken to [dashboard.joonto.com](http://dashboard.joonto.com) where you will create a password to confirm your account
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You will see notifications by the bell icon. Click the bell icon, then select **Verify your current mobile number** from the drop down.
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You are going to enter your current mobile phone number, and select **Send Verification Code**
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A verification code will be texted to your mobile number. Enter it into the **Verification Code** field, click **Verify.** The **Verify** button will turn green, now says **Verified.** Cancel out of that field and move onto the next 3 steps.
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The next 3 boxes are optional during your initial set-up, and we will cover them during your team ADMIN set-up call. If you would like to purchase and activate your new MOBILE number, please do so. - This might be a temporary number, where you can forward your calls until the porting process of your existing number is complete.
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**Purchase and activate your new mobile line** You can search by **Area Code**, **State**, or **City**. Fill out the required input box(s) and **Search Available Numbers**.
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Pick your preferred number and click **Select,** then **Purchase Number**.
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You will return to your **Profile and** **Preferences** page where you will complete your User Profile. Please make sure to select your **Time Zone, Outbound Caller ID, and Internal Extension** (if applicable).
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**Complete your user profile.** There are several steps to completing your user profile. Some might be set at an administrative level. **Upload Profile Picture** **Ring Settings (Push notifications)** - Sell all Ring Settings to **ON** which will allow your calls and text to come through on your Joonto phone number **Caller ID** - Best practice -set this as a company phone number, or your Joonto direct dial phone number **Voicemail Options** **Call Handling / Schedule** **Time Zone** \- Select your time zone from the dropdown menu, directly below your name
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**Upload your Profile Image** Click on your initials on the top left under **Settings**, upload your profile picture, select crop, then upload. The blue circle will then update with your picture.
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**Call Settings** You will be asked if your calls are to be recorded and if you need call transcription. If so, please slide the button to the **ON** position then select **Next**.
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**Call Handling and Schedules** If you do not create a schedule, your phone will always ring through to you. **Best Practice:** on the top right corner - leave the toggle set to ON Hours, unless someone else will be taking your calls for you (i.e.: going on vacation, extended leave, etc.). **Off-Hours Forwarding:** When you create a personal schedule, this is where your calls forward during your "OFF" hours. Select **Send to Mobile Voicemail** unless your calls need to be routed to another line, main number, etc. **Busy/Unavailable Forwarding:** If you are unable to take a call, where will your calls to route (i.e.: fellow team member, corporate number, voicemail). Select **Send to Mobile Voicemail** if all calls route directly to you.
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**Create a New Schedule** On your Profile Page, under **Call Handling** - select **New Schedule** Create a name for your schedule (Work Hours, 8-5, Holiday Hours, etc.). From the dropdown, select your start and end time each day. Select **Next**.