How to Use 3CX

3CX is packed with advanced Unified Communications features that help users increase their productivity and mobility. Integrated softphone for Windows, Web client as well as smartphone apps for iOS and Android offer users all the features they need to carry out their work efficiently. Website Live Chat, Click2Call, easy call transfers, straightforward audio and web conference setup with the click of a button, integrated wallboard and switchboard, and much more. Take a look at our short how-to videos to get an idea of just how easy 3CX is to use and what you’re missing out on! Watch Our Training and Introductory Videos Below

For more step-by-step guides on how to use 3CX and all of its features take a look at our Quick Reference Guide

Using your Deskphone

  • Make a call
    • Dial the number on the keypad and hit the send or enter button.
    • OR select a contact or extension from your Web Client, or click to call from a web page, and hit call.
    • The Web Client triggers a call on your deskphone if selected via the phone selector toggle.
  • Transfer a call
    • For blind transfer: Press “Transfer”, dial or select extension, press send / dial and hang up.
    • Attended transfer Fanvil: Press “XFER”, dial the extension and press “Dial”. Press “XFER” to transfer the call.
    • Attended transfer Yealink: Press “Transfer”, dial or select extension, press “Send”, announce the caller, press “Transfer” and hang up.
    • Attended transfer Snom: Press “Hold” and dial or select the extension. Announce the caller, press “Transfer” followed by send / dial and hang up.
Web Client, Windows Desktop App and Deskphone Images

Voicemail

  • Set your voicemail greeting Web Client / Windows Desktop App
    • Go to “Settings > Greetings”.
    • Record a new greeting, upload pre-recorded messages, and change greetings for individual statuses.
  • Set your voicemail greeting via Deskphone
    • Dial the voicemail number as indicated in your user account information email.
    • Enter your PIN and then press “#”.
    • Select option “9” then “8” and then “0” to record.
    • Press “#” to end the recording and “0” to save.
  • Listen to your voicemail messages
    • From your smartphone app, open the menu and tap on “Voicemail”.
    • From the Web Client / Desktop App, go to “Voicemail” and click on the playback icon.
    • From your deskphone, dial your voicemail number or hit “Voicemail / Message”, enter your PIN, press “#” and then “*” to play your messages.

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Web / Audio Conferencing

  • Create an ad-hoc conference
    • Open the Web Client or Windows Desktop App and click on the “Video Conference” icon in the side menu.
    • Allow 3CX to access your camera and microphone and click “Join Now”.
    • Click on the “Add Participants”  button to invite by email or WhatsApp, or get your shareable meeting room link.
  • Schedule a conference
    • In the Web Client or Windows Desktop App click the “Schedule Conference” icon in the side menu.
    • In the smartphone apps, open the menu from the top left and tap “Schedule” and fill in the details.
    • Click the “+” button.
    • Fill in the details, select your calendar and click “Create Meeting”. Learn more.
  • Turn any call into a conference
    • During the call, select “Conference” in the dialer of your Web Client, or desktop / smartphone app.
    • Search by name or extension, or add a phone number.
    • Select your participant/s and they will be automatically dialed.

Learn more about Video Conferencing

CX includes a powerful video conferencing solution 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

By default, the WebMeeting profile is selected. If you would like to create a webinar, read our Advanced Web Conferencing guide.

Creating a new audio or video conference is simple and takes just seconds. To get started, go to schedule conference buttonSchedule 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.
  3. 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.

Create an ad hoc video conference

In the “Schedule Conference” feature of the web client, you can select “Now”, or “Start Now” in the Windows app, and follow the steps above to create an instant meeting. Alternatively, you can enter the meeting room and follow these steps to add participants:

video conference in 3CX
  1. Click on WebMeeting” in the web client’s sidebar, or the “Start a WebMeeting Now” start webmeeting button button in the Windows app. Then click “Join Now” to enter the meeting room.
  1. Click on the meeting link button icon to copy the meeting link to share with colleagues and contacts via email or chat.
  2. Alternatively, click the “Invite People” invite people button button to invite participants directly by email.
  3. Participants can then open the meeting link to join you in the video conference.

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 button in the top left corner.
  2. Select “Schedule”.
  3. Add your Subject, Notes and choose a date and time to schedule your conference.
  4. Tap “Save” and a new calendar entry will open.
  5. Add participants in “Invitees” by selecting existing contacts or enter their phone or email address.
  6. Tap “Done”.

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

Elevate a current call to a conference/ad hoc audio conference

With the web client and browser extension, it’s easy to invite additional participants to an ongoing call.

Elevate a current call to a 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.

Your personalized Click2Meet URL

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.

Troubleshooting

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…”.
3CX video conferencing screenshot

Getting Started by Plugging in Your Phone