In your Welcome Email you’ll find your credentials and a link to the web client. If you’ve lost your Welcome Email, not to worry. You can have it resent via the smartphone app (iOS, Android), or from the desktop client.

1. Retrieve your credentials from your Welcome Email.
2. Go to your Web Client URL, e.g. https://mycompany.3cx.com/webclient/
3. Login using your extension and password.

The 3CX Web Client is easy to use and combines all the features you need to efficiently communicate, collaborate and connect with colleagues, partners and customers, straight from your browser.

The Web Client at a Glance From this one interface, you can easily make calls, view the status of colleagues, send chat messages, and hold a video conference. Here’s a quick look at the great things you can do with the 3CX Web Client. Let’s get started: Logging on In your Welcome Email you’ll find your credentials and a link to the web client. If you’ve lost your Welcome Email, not to worry. You can have it resent via the smartphone app (iOS, Android), or from the desktop client.

Once you’re in the Web Client, you’ll see “Install 3CX Google Extension” in the top left. The Google Extension gives you immediate access to calls with a mini, pop-out web client so that there’s no need to keep the full Web Client open in your browser, allowing you to work more efficiently across all apps. The Web Client Google Extension is fully integrated and works with your CRM, opening customer records and showing you caller IDs. What’s more, the extension offers Click to Call functionality by automatically detecting phone numbers on web pages and in CRMs.

No need to dial any extension numbers here. Quickly and easily find who you need to call by searching with name, number or email address. Click the phone icon and voilà, you’ve just made your first call. Once you’re in a call, you can seamlessly perform a number of actions with just a few mouse clicks.

1. “Transfer” will transfer the call without the need for you to speak to the receiver, a “Blind Transfer”.
2. “Att.transfer” will transfer the call after you first speak to the receiver to see if they accept the call, an “Attended Transfer”
3. “Conference” allows you to create an ad hoc conference call, adding more participants to join the conversation.

The Web Client can be used for more than browser-based communications. Using the “Phone Selector”, you can easily select your preferred device and seamlessly control calls using the Web Client interface.

1. Click on the phone selector and choose your device, e.g. your smartphone.
2. Place your call as normal - a call notification will appear from “Make Call”.
3. Click “Answer” to call the contact.

Additionally, you can personalize your Web Client and Chrome Extension audio and video options to assign the “Speaker” and “Ringer” outputs to the devices you choose. This allows you to hear your extension ringing through speakers, but listen to call audio through a headset. You can configure these audio options in “Settings” > “Personalize” > “Audio/Video”.

Make the most of the Status feature to save time and increase efficiency by seeing which colleagues are available to take calls. Avoid distractions and set your own status to let others know when you’re away or you don’t want to be disturbed.

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

Further, Customise your status in “Settings > Call Forwarding”. Here you can:

1. Set a custom message
2. Rename “Lunch” and “Business Trip” profiles
3. Click “Answer” to call the contact.
4. Set the number of seconds to activate forwarding of unanswered calls for “Available” and “Lunch” profiles
5. Override forwarding rules based on Caller ID and time of the call

For job roles where advanced call management is a daily task, the 3CX Switchboard is a powerful and user-friendly tool that offers a concise yet comprehensive view on call and queue activity.

There are various Switchboard views to choose from depending on your job role, which allows for quick and efficient call answering and transfers, monitoring, queue statistics and more. Choose from:

1. “All” - extension and queue calls
2. “Queue Calls” - Queue call activity
3. “Wallboard” - Call queue analytics
4. “Per Queue” - calls and agents for each queue
5. “Reminders” - View and manage all set “Reminders”

To perform an action on a call simply right click on it to open the actions menu. You can even Customise your view by clicking the pop-out icon to display them in a separate browser window. To set custom messages in the Wallboard, head over to “Settings > Personalize > Wallboard”.

For the many people, there’s nothing like the feel and functionality of a physical phone. That’s why 3CX supports a number of IP Phone models. Below is a list of guides that will help you setup a conference, transfer a call, check your voicemail and make a call from your deskphone.

Remember! Using the web client for these functions is much easier, and a wide range of our supported devices seamlessly work with the web client so you can control your deskphone with a few simple clicks. You can make and receive calls, chat with colleagues, organize audio and video conferences, check status, access voicemail and more.

Making Calls from Your IP Phone

• Snom M65
• Yealink CP920 Conference Phone
• Yealink CP960 Conference Phon
• T4x
• Yealink T48
• Yealink T53 & T54

Transferring Calls from Your IP Phone

• Snom M65
• Yealink CP920 Conference Phone
• Yealink CP960 Conference Phon
• T4x
• Yealink T48
• Yealink T53 & T54

Checking Voicemail from Your IP Phone

• Snom M65
• Yealink CP920 Conference Phone
• Yealink CP960 Conference Phon
• T4x
• Yealink T48
• Yealink T53 & T54

Checking your Voicemail from Outside Your Office

To check your voicemail from your mobile phone or any external phone when you have no WiFi or 3G connection:

• Pick up your phone and dial the number your administrator provided you with.
• Once connected wait until you hear the prompt “Please enter extension number”, type in your extension number.
• You will be asked for your extension’s PIN number. Type your voicemail PIN number then press ”#”.
• You will be given access to your voicemail. Follow the voice prompts to check, delete or listen to your voicemails.

Create an ad-hoc conference:

1. Open the Web Client and click on “WebMeeting”.
2. Allow WebMeeting to access your camera and microphone and click “Join Now”.
3. Click on the participants button to invite by email or get your shareable meeting room link.

Schedule a Conference:

1. Open the Web Client and click “Schedule Conference”.
2. Select the type of conference; “Audio” or “Video”, then select “Later” and enter the date and time of the conference.
3. Fill in the details, select your calendar and click “Create Meeting”. Learn more.

Turn any call into a conference:

1. During the call, select “Conference” in the Web Client call pop up, browser extension or app call screen.
2. Search by name or extension, or add a phone number.
3. Select your participant/s and they will be automatically dialed.

3CX Video Conferencing

• How to schedule an audio or video conference
• Schedule an audio conference from the Android or iOS app
• Elevate a current call to a conference/ad hoc audio conference
• Your personalized Click2Meet URL
• Troubleshooting

3CX includes a powerful video conferencing feature that allows for effective, face to face communication and collaboration with colleagues and customers no matter where they are. With 3CX, your invitees can seamlessly join meetings with absolutely no login or sign up. All they need is your meeting link, Chrome or Firefox to join in-browser, or one of the free apps for Android or iOS.

How to schedule an audio or video conference

Creating a new audio or video conference is simple and takes just seconds. To get started, go to “Schedule Conference/Conference” in the web client or app then:

1. Fill in the conference details.
2. In the drop-down “Select Email / Calendar to add to”, select “Google”, “Microsoft 365”, “Outlook Online” or “Desktop Outlook (.ics)”.
3. Click “Create Meeting” or “Schedule” and a new tab will open in which you can create the calendar event for your meeting and invite participants.
   1. If you are using desktop Outlook, an .ics file will download. Open the file and a pre-filled calendar entry will open on your desktop.
   2. Click “Invite Attendees” to add your participants.
4. Click “Save” or “Send” to schedule your meeting and invite participants.

Please note: selecting “Email (Legacy, NO RSVP)” will send a bare bones email invitation in which the RSVP function does not work. For this reason, we highly recommend you choose one of the other options - Google, Microsoft 365, Outlook online or desktop.

Schedule an audio conference from the Android or iOS app

Quickly schedule audio conferences from the palm of your hand with the Android and iOS apps. To create a new conference:

1. Tap on the menu app menu button in the top left corner.
2. Select “Conference” then “New”.
3. Add your Subject, Notes and choose a date and time to schedule your conference.
4. Add participants by selecting existing contacts or enter their phone or email address.
5. Tap “Done”.

You can manage your conferences from the “Conference” section in the app, or from the Web Client in “Schedule Conference”.

To elevate a call to a conference:

1. Click the “Conference” button in the dialer pop-up in the Web Client or in the browser extension.
2. Search for 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.

You can manage your conferences from the “Conference” section in the app, or from the Web Client in “Schedule Conference”.

Click2Meet is a unique URL that you can share with customers, partners or colleagues, just like your office phone number, for an easy and free way to contact you. Your shareable Click2Meet URL can be found in your Welcome Email.

When someone requests a WebMeeting via your unique URL, you will be notified by email or chat. All you need to do is click on the URL sent to you to accept the request and enter the meeting.

Note: Your administrator must set the “Notify me” option for your extension or queue for Click2Meet meeting requests to be delivered.

In the unusual event that your video is not working when joining a 3CX WebMeeting, please follow these steps:

1. If the “Could not detect your Webcam” message is displayed, your video device is not connected or not working. Try reconnecting your webcam, or using a different device.
2. Check if you can see your preview image at the bottom right of the screen. If a red camera icon appears beside your name in the Attendees list, this indicates that there is an issue with your webcam.
3. Check if another application is using your webcam by closing all video-related applications, then join the meeting again. This is the most common reason for encountering video issues.
4. Check if your browser is blocking the webcam:
   1. For Chrome check in “Settings > Advanced Settings > Site settings > Camera permissions...”.
   2. For Firefox check in “Preferences > Privacy & Security > Camera Settings…”.