How to set up Caller ID?

This service is provided by a third party company. We don’t take any responsibility for any changes in how this service operates or works. Any issue with this service you need to discuss directly to company which provide it.

Caller ID is use to provide booking history of the customer who is currently calling on the company phone number.
This information are automatically presented in a popup on incoming call so the operator knows exactly who is calling and can take action much quicker.
This system minimalize time spend on communication and at the same time it brings better customer support.
All saved time can be used for more important task serving the business rather than asking the customer the same questions all over again.
Please see attached screenshots below to see this system in action.

All supported Caller ID integrations can be found in Admin -> Settings -> Integration tab.
Detail information about how to set up each of them can be found in one of the sections below.
Please note that first you have to configure and activate Caller ID in admin panel in order to be able use it.
The Caller ID feature has been introduced in version 3.7.0.
If you are currently running on older version and would like to take advantage of this functionality than you need to upgrade first.

RingCentral is one of the most popular platforms on the market which provide this kind of service.
Here is a list of all steps that are required in order to make this integration work.

Please note that RingCentral SMS option is only available in United States and it is not working in United Kingdom.

  1. Go to RingCentral website and register new account or use an existing one.
    Please note that you must have a paid subscription in order to use this integration.
  2. Once you have created and activated your account, please navigate to booking admin panel Admin -> Settings -> Integration and in Caller ID section set Caller Type to RingCentral. Save all changes.
  3. Refresh admin page and now you should be able to see RingCentral widget in the bottom right coroner, please open it and click Sing In button.
  4. Next, login with your RingCentral Username and Password and grand the app all required permissions by clicking in Authorize button that will be display during login process.
  5. That’s all, you are ready to go.

 

In case you would like to use desktop app (Softphone) instead of Browser to manage your calls please go RingCentral widget, settings section and update Calling -> Make my calls using option to RingCentral for Desktop. This option will force the widget to manage all calls via Softphone instead of limited browser based widget (At the moment it only works in Google Chrome browser). You can download the desktop app from here, just select the platform that you would like to use it on. The app has loads of features that you can adjust to your needs. For information how to use/configure any of the RingCentral products please visit this section here.

 

If you see this error message “Web Phone Unavailable” in RC widget, please follow the steps below.

For desktop:

  1. Type in this URL in your Google Chrome browser “chrome://settings/content/siteDetails?site=https%3A%2F%2Fringcentral.github.io”.
  2. Set microphone option to Allow.
  3. Close the setting tab and go back to admin panel and refresh the page.
  4. That’s all, now you should be able to make and receive calls.

For mobile:

  1. Click on the “Web Phone Unavailable” error message.
  2. Now your should be asked to grand permission to use microphone, choose Allow.
  3. That’s all, now you should be able to make and receive calls.

 

RingCentral service is optional and its setup is not included as a part of software installation agreement.
We provide this tutorial to make this process as easy as possible so that you can do it yourself.
In case you don’t want to do it yourself then we can do it for you for some additional fee. Please contact us for more details.