3CX Getting Started Tutorials (Detailed)

How to Locate your 3CX QR Code

There are two ways to find your unique QR code:

1. In your Welcome Email as an attachment. If you can’t locate yours, with the subject “Welcome to 3CX!”, you can ask your administrator to resend it.

2. In your Web Client go to “Settings > Scan QR Code”

3. And that’s it! Let’s get started.

Placing a Call with the 3CX Android App

Making a call with the Android app is quick and easy. In “Contacts” or "People" search by name, number or email address, click the phone icon next to the contact and hey presto. You’re now using your office phone system from your smartphone.

Once you’re in a call, you can seamlessly perform a number of actions, including:

• “Transfer” will give you the option to “Blind Transfer” without the need for you to speak to the receiver, or “Attended Transfer” will transfer the call after you first speak to the receiver to see if they accept the call.

• “Conference” allows you to create an ad hoc conference call, adding more participants to join the conversation.

• “Rec” allows you to record your conversation.

• “Video” add video to your call for face to face communication.

Effortlessly Schedule a Conference Call

Press the menu icon to open the sidebar menu and find the Conference option. Here you can easily schedule a conference call and invite participants from your contacts or by email.

Set your Status and Avoid Distractions

Using the Status feature will let your colleagues know if it’s OK to call you, saving you from being distracted and them from wasting time.

Choose from Available, Away, Do Not Disturb, Lunch, Business Trip, and Set Status Temporarily.

You can further customize your status and call forwarding rules by entering the status profile menu.

Customize your 3CX App

Personalize your app experience to suit your preferences in the Advanced Settings, which offer a number of options including Car/Bluetooth Support, Silence Detection, Battery Optimization and Ringtone customization.

To access Settings, simply press the menu icon at the top. From here you can also:

• Add, edit and switch between accounts

• Choose your theme

• Configure audio options

• Request a new Welcome Email.

How to set up your extension in the 3CX app for iOS

If you haven’t already, install the iOS app; it’s free and available from the App store.

Note: Your company PBX must be running 3CX V16 Update 5 or above to use the 3CX iOS app, which uses the latest Apple technology for a more reliable experience. Check with your administrator if you are not sure of the version you are using.

1. Open the app, read and accept the license agreement and authorize the various permissions the app needs (camera, microphone).

2. Scan the QR code from your Welcome Email or the Web Client to automatically configure your extension. You’re now “Ready for calls”.

How to locate your 3CX QR code

There are two ways to find your unique QR code:

1. In your Welcome Email as an attachment. If you can’t locate yours, with the subject “Welcome to 3CX!”, ask your administrator to resend it.

2. In your Web Client go to “Settings > Scan QR Code”

3. And that’s it! Let’s get started. 

Making a call on your iOS device

Using the iOS app to make a call is as straightforward as making a call from your smartphone’s native call function. Simply enter a number via the dialpad and press call, or view contacts and search by name, extension number or email address. Press on the contact to enter the contact menu and select “Call”. Congrats! You just made your first call with the 3CX iOS app.

You can easily perform a number of actions on an active call including:

1. “Transfer” will allow you to perform two types of transfers.

   1. “Blind Transfer” - transfer the call directly without addressing the receiver.

   2. “Att. Transfer” - transfer the call after first speaking to the receiver.

2. “Conference” allows you to add more participants to the call.

3. “Rec” enables you to record the conversation.

4. “Video” let’s you take your call up a notch by adding video to the mix.

5. “New call” places the current call on hold to make a new one.

Schedule a conference call in moments

Press the menu icon and select the Conference option. Here you can view scheduled conferences or create a new one and invite participants from your contacts or by email.

Create video meetings on the go

With integrated video calling, you can join meetings from wherever you are with your smartphone device. Simply press the video button to add it to a call or, for a scheduled video conference, go to “Settings > Conference”, select the meeting and press join.

Share your availability with Status

The status feature is a great way to inform your colleagues whether or not it’s OK to call you. Not only does this enable you to create a distraction free zone, it also helps your colleagues to handle calls more efficiently.

Choose from Available, Away, Do Not Disturb, Business Trip and Set Status Temporarily.

3CX iOS app settings

From the Settings menu you can easily switch between accounts and view their details as well as add a new extension.

Access Settings by pressing the menu icon at the top. From here you can also:

• Create a conference.

• View and manage voicemails.

• View audio and troubleshooting settings.

• Scan a QR code.

Effortlessly Create an Audio Conference with the 3CX Web Client

With greater volumes of companies and employees opting for remote working arrangements, it’s essential that users are able to communicate quickly and effectively and collaborate without difficulty.

The 3CX Web Client provides users with the ability to effortlessly create and schedule conference calls with just a few clicks of the mouse. Here’s how easy it is to use the 3CX conferencing feature.

Create an ad-hoc conference call

Because we can’t plan for every idea, suggestion or emergency, the 3CX Web Client allows you to easily create an audio meeting and invite all participants without needing to call up and add in each extension.

• In the Web Client, click on “Schedule Conference”.

• Choose your conference type (Audio or Video) and select “Now” to begin the meeting right away.

• Fill in all the details including “Subject” and “Notes to Participant” and select the calendar you wish to use to send out the invitations, or select 3CX.

• Choosing 3CX will allow you to add participants at this step. Once added, click “Create Meeting”. The call will be initiated and participants will connect.

• If you choose a calendar to schedule the conference, the calendar entry form will open to allow you to further customize the meeting details and invite participants. Each participant will receive an email invitation with details on how to connect.

Scheduling a conference for a later date

To schedule a conference for a later date, simply select “Later” when entering the conference details. You will then be able to choose the time and date for the conference to be scheduled.

An email invitation will be sent to all participants; those who accept will be automatically called at the scheduled time. Participants outside the organization will need to follow the steps in the email invitation.

You can view and edit scheduled conferences by clicking on “Schedule Conference” in the Web Client.

Elevate a current call to a conference

Just as you might need to create a conference call on the fly, there are often times when we need to add certain voices to a call we’re already on. Luckily with the 3CX Web Client and browser extension for Chrome and Edge, this couldn’t be easier.

1. While on a call, simply click the “Conference” button in the dialer pop-up in the Web Client or in the browser extension.

2. Search who you want to add to the call by name or extension, or enter their phone number.

3. Press enter and that’s it! They will be automatically dialed.

See also

• Creating Conference Calls from your IP Phone – Step by step guides for your model of phone

• Creating audio conference calls from Android

• Creating video conference calls from Windows