Navigate to [[https://dashboard.joonto.com]]

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. 

Enter the fields for:

Your Name

Company Name

Number of Users

Personal Mobile Number

The Primary CRM that you will be integrating with Joonto.

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.

Find the email from [support@joonto.com](mailto:support@joonto.com) asking you to confirm your Joonto account. Click on Confirm My Account, or by clicking on the link.

You will be taken to [dashboard.joonto.com](http://dashboard.joonto.com) where you will create a password to confirm your account

You will see notifications by the bell icon.

Click the bell icon, then select **Verify your current mobile number** from the drop down.

You are going to enter your current mobile phone number, and select **Send Verification Code**

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.

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.

 

**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**.

Pick your preferred number and click **Select,** then **Purchase Number**.

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).

**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

**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.

**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**.

**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.

**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**.

Joonto

Gmail

Stripe

This is the beginning to end process of creating a JOONTO account and PRIMARY ADMIN user set-up

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