What tasks do you need help with?
If you are not sure where to start, please contact customer support at 1-866-939-6662 or use the chat
User Management: Adding & removing users, extensions, credentials and more
Access
- How to add a new shared external line [Pro Plus]
- How to assign a Conference Bridge to a User
- How to let users add numbers to shared lists (EAP)
- How to manage user access to the auto dialer (Pro+)
- How to pin and unpin users during an Ooma Meeting
- How to turn Ooma Meetings on for all users (Pro)
- How to add users to your Ooma Office account in bulk
- How to determine the location of a user or a device
Add or Remove Devices
- Adding your IP phone to the company’s Wi-Fi
- How to add a new device to your Ooma Office account
- How to add a new user external line as one of user devices
- How to assign a device to a user
- How to remove a device from a user
- How to remove a device from your user account
- Selecting the most appropriate IP phone for a user
Credentials
- Enter your Ooma IP phone’s Wi-Fi credentials manually
- How to reset a forgotten password
- How to reset a user’s password
- How to reset a user’s voicemail PIN
- How to update a user’s personal information and preferences
- How to update user profile information
Extensions
- Choosing which phone number an extension’s outgoing caller-ID will show
- How to add a new user extension
- How to add a user to the Virtual Receptionist menu
- How to add or remove an extension from the Company Directory
- How to add Virtual Fax to a user’s extension
- How to assign a phone number to an extension
- How to change a user extension’s location
- How to change a user’s extension or direct access phone number
- How to contact an individual user from a call list (Pro+)
- How to remove a user’s extension
Ooma Office Manager
- Checking calling activity for the Prepaid Account
- How to add a new location
- How to add a toll free calling plan
- How to add IP phones to your Ooma Office account in bulk
- How to add Ooma Office and Ooma Telo on the same network
- How to buy hardware from Ooma
- How to delete a location
- How to disconnect an integrated external contact site [PRO]
- How to downgrade your Ooma Office subscription
- How to log in to and out of the End User Portal
- How to log in to Ooma Office Manager
- How to sign out of Ooma Office Manager
- How to update a location’s information
- How to upgrade your Ooma Office account
- How to use Ooma Office Manager to configure Wi-Fi for a single device
- Updating administrator information
- Using the Dashboard page
- Using the Settings page
- Using the Store page
Making & Returning Phone Calls
- Returning a call with Click to Call as an account admin
- How to access the Company Directory and Shared Speed Dial
- How to direct incoming calls
- How to answer a phone call
- How to dial an internal number
- How to make a call with the End User Portal
- How to make a local phone call
- How to make an international phone call
- How to use last call return
Call Management: Call forwarding, call holds, paging groups, call waiting, transfer music and more
Autodialer
- How to adjust the call wrap up time between autodialer calls (Pro+)
- How to set custom dispositions for the auto dialer (Pro+)
Call Blocking
- How to add a single number to the call block list
- How to add numbers to the call block list in bulk
- How to block anonymous calls
- How to block calls from suspected spammers (PRO)
- How to block outgoing caller-ID
- How to enable the call block list
- How to prevent spam labeling and blocking for legitimate business calls
- How to remove a number from the call block list
Call Flip
Call Forwarding
- How to forward calls
- How to forward calls when devices are offline
- How to turn call forwarding on and off
- How to turn call forwarding on or off for a user
Call Hold & Call Wait
- How to place a new call with a call on hold
- How to put a call on hold
- How to set up Music on Hold
- How to use call waiting
Call Lists & Logs
- How to download a CSV of a call list (Pro+)
- How to start or resume automated dialing for a call list (Pro+)
- How to upload a call list (Pro+)
- How to check call logs in the End User Portal
- How to review the company’s call logs
- How to use last call return
Call Parking
- How to retrieve a parked call
- How to update the Call Park ring back time (Pro)
- How to initiate a Call Park
Call Queue
- How to add a new Call Queue (Pro Plus)
- How to change your Call Queue availability [Pro Plus]
- How to edit a Call Queue (Pro Plus)
- How to manually toggle a Call Queue member’s availability [Pro Plus]
- How to toggle whether Call Queue members can manage their own Call Queue status [Pro Plus]
- How to view a Call Queue’s live statistics (Pro Plus)
- How to view Call Queue reports (Pro Plus)
Call Recording
- How to download a recorded call (PRO)
- How to play a recorded call (PRO)
- How to play a recorded call as an admin (PRO)
- How to turn call recording off for a user (PRO)
- How to turn call recording on for a user (PRO)
Call Transfer
- How to change an audio file for Music on Hold or Transfer Music
- How to perform a blind transfer
- How to perform an attended transfer
- How to set up Transfer Music
Caller ID
- Adding a Dynamic Caller ID entry [PRO]
- How to access caller-ID preferences
- How to use Dynamic Caller ID to change your caller ID on the fly [PRO]
Conference Calling
- How to add a new Conference Bridge
- How to change the Conference Line extension or direct access phone number
- How to create the Conference Line
- How to manage existing Conference Bridges
- How to remove a Conference Bridge
- How to use the Conference Bridge
- How to conference calls together and break apart a three-way call conference
Extension Monitoring
- How to check an extension’s status with Extension Monitoring
- How to disable Extension Monitoring
- How to see and answer incoming calls for another extension with Extension Monitoring
Paging Groups
- How to add a new Paging Group
- How to add and remove members from a Paging Group
- How to configure a Paging Group’s options
- How to delete a Paging Group
- How to manage a Paging Group’s extension
- How to page a Paging Group
- How to page the overhead speakers
- How to remove a device from the multicast paging group
- How to select devices to play multicast paging announcements
- How to toggle Intercom and Paging Barge on and off
- How to update Intercom and paging preferences for an IP phone
Ring Groups
- How to add a distinctive ringtone to a Ring Group or Call Queue
- How to add a new Ring Group
- How to add a Ring Group greeting
- How to add and remove members from a Ring Group
- How to configure a Ring Group’s options
- How to delete a Ring Group
- How to manage a Ring Group’s phone number and extension
- How to prepend the Ring Group name to incoming caller-ID
Desktop & Mobile Applications
Desktop App
- How to conference two calls together with the Desktop Application (Pro)
- How to enable Call Park in the Desktop App(Pro)
- How to log into the Desktop Application (Pro)
- How to manage volume in the Desktop Application (Pro)
- How to send a fax with the Desktop Application (Pro)
- How to start a conference with the Desktop Application (Pro)
- How to use Do Not Disturb with the Desktop Application (Pro)
- Setting microphone permissions for the Ooma Office Desktop App (Pro)
- Setting microphone, video, and screen sharing permissions for the Ooma Meetings desktop application (Pro)
- Updating to the newest version of the Ooma Office Desktop App or the Ooma Office user portal
- Using the Ooma Office desktop application to dial numbers on webpages (Pro)
- How to make a phone call with the Desktop Application (Pro)
Mobile App
- How can I listen to voicemail with the mobile app?
- How do I enable the mobile app for a user?
- How do I make a call with the mobile app?
- How to choose the best calling mode with the mobile app
- How to log out of the mobile app
- How to transfer a call with the mobile app
- How to turn on Do Not Disturb with the mobile app
Device Management
Ooma Meetings
- Adding a meeting to a calendar
- How to change your video background in Ooma Meetings (Pro)
- How to chat during an Ooma Meeting (Pro)
- How to check speaker stats (Pro)
- How to check your Ooma Meeting attendence logs (Pro)
- How to create a meeting room (Pro)
- How to create a new Ooma Meeting (Pro)
- How to delete a Meeting (Pro)
- How to delete a meeting room (Pro)
- How to edit a Meeting (Pro)
- How to edit a meeting room (Pro)
- How to hide the participant thumbnails in an Ooma Meeting (Pro)
- How to invite participants to an Ooma Meeting (Pro)
- How to invite someone to an Ooma meeting by phone (Pro+)
- How to join an Ooma Meeting
- How to leave an Ooma Meeting
- How to mute and unmute your microphone during an Ooma Meeting
- How to raise your hand or use emoji reactions during an Ooma Meeting (Pro)
- How to start an Ooma Meeting (Pro)
- How to start and stop sharing your screen during an Ooma Meeting
- How to suppress background noise during an Ooma meeting
- How to turn your video feed on and off during an Ooma Meeting
- How to use the whiteboard in Ooma Meetings (EAP)
- How to view an Ooma Meeting’s participants (Pro)
- How to view, download, and delete your recorded Meetings [Pro+]
- Integrating your external calendar with Ooma Meetings [PRO]
- Setting microphone and video permissions for meetings.ooma.com (Pro)
- Using remote control screen sharing
Phone Numbers: Porting, toll free numbers, local numbers
Which features do you want support around?
If you are not sure where to start, please contact customer support at 1-866-939-6662 or use the chat
Contact Us Widget
Faxing
- How to add a traditional fax machine to Ooma Office
- How to add Virtual Fax to a user’s extension
- How to include a cover page on Virtual Faxes
- How to manage a fax machine’s phone number and extension
- How to receive a Virtual Fax
- How to review the company’s Virtual Fax logs
- How to review Virtual Fax logs
- How to send a hardcopy fax
- How to send a Virtual Fax as the account admin
- How to send a Virtual Fax through the End User Portal or Ooma Desktop application
- How to set up Virtual Fax so incoming faxes are received by multiple users
Integrations
- How to access external contacts when integration is turned on [PRO]
- How to enable or disable CRM integration for a specific user (Pro Plus)
- How to enable or disable CRM integration for your account (Pro Plus)
- How to manage tasks in Salesforce from an Ooma Office call (Pro Plus)
- How to set up CRM integration between Ooma and Freshdesk (Pro Plus)
- How to set up CRM integration between Ooma and Salesforce (Pro Plus)
- How to set up CRM integration between Ooma and Zendesk Support (Pro Plus)
- How to set up Microsoft Dynamics 365 for integration with Ooma Office (Pro Plus)
- How to turn external contact integration on [PRO]
- How to update the Salesforce softphone layout (Pro Plus)
- Using the Ooma Office CRM plugin (Pro Plus)
- Contact integration with external apps (Pro)
Online Bookings
Texting
- Changing the phone number you use to text
- How to Add Texting (SMS Messaging) To Your Ooma Office Account [Pro]
- How to manage Ooma Business Messaging for a group phone number like a Ring Group
- How to manage Ooma Business Texting for a Virtual Receptionist [Pro]
- How to send a message with Ooma Business Texting [Pro]
- How to tell if you have received an Ooma Business Texting message [Pro]
- How to turn Ooma Business Texting on for your account [Pro]
Virtual Receptionist
- Creating a multi-level Virtual Receptionist
- Directing incoming calls with a Virtual Receptionist
- How to add a new Virtual Receptionist
- How to delete a custom Virtual Receptionist schedule [Pro]
- How to edit a custom Virtual Receptionist schedule
- How to update a Virtual Receptionist’s key press assignments
- Setting up a custom schedule for your Virtual Receptionist
- Virtual Receptionist greeting options
Voicemail
- How to access a Shared Voicemail Box (Pro Plus)
- How to access voicemail preferences
- How to change your voicemail PIN
- How to check a Call Queue’s voicemail (Pro Plus)
- How to delete a voicemail
- How to enable or disable a user’s emailed voicemail notifications
- How to enable or disable a user’s voicemail
- How to listen to voicemail
- How to manage your voicemail messages
- How to reset a user’s voicemail PIN
- How to set up a Shared Voicemail Box (Pro Plus)
- How to set up your voicemail
- How to transfer directly to an extension’s voicemail
- How to record a new greeting or name
- Navigation guide for Ooma Office voicemail