1 QUICK START GUIDE Quick Start Guide Version 1.0, October 2011
2 Contents Login Procedure...3 Home...4 Phone and Fax Lines...4 Edit Phone and Fax Lines... 4 Number Transfer... 6 Billing...12 Statements Billing Profile Reporting Orders...18 Check Order Status Buy New Services Upgrade Services Support...29 Cases Check Number Transfer Status Software Downloads
3 Login Procedure 1. Go to 2. Click Sign-In. 3. Select Account Manager. 4. Enter your 8x8 login and password. 5. Select Residential as your account-type. 3
4 Home The home page provides access to various account information and quick links to the most frequently asked questions. For more details about any of your account updates, just, click the appropriate link. Phone and Fax Lines The Phone and Fax Lines tab provides access to necessary details on your active phone and fax lines. Edit Phone and Fax Lines Edit Phone and Fax Lines allows you to set parameters on your active phone and fax lines. 1. Click Phone and Fax Lines on the top navigation bar. 4
5 2. Click Edit Phone Line next to the phone number you would like to edit. 3. Use the Expand and Collapse icons to edit: General Call Settings: enable or disable features such as Caller ID display, international calling, and E911 service. Voic Settings: set your password, timezone/timestamp, and notification options. Call Forwarding Settings: set up rules forwarding calls to different destinations, either sequentially or simultaneously. Call Blocking: enter incoming and outgoing blocked numbers. 4. Click Save Changes at the bottom of the screen when you are finished. 5
6 Number Transfer You can transfer your existing phone numbers over to 8x8 service. Using the Account Manager, you can check the status of phone number transfers, continue or cancel current number transfer requests, and begin the number transfer process for additional phone numbers. Check Number Transfer Status 8x8 makes tracking your Number Transfer Status easy and convenient. We offer several options to view your status. Option 1 1. Log in to the 8x8 Account Manager. 2. Pending number transfers are displayed on the home page. 3. Click View All to see all pending number transfers. 4. Click the highlighted case number to see details about a submitted case. Option 2 1. Click Phone and Fax Lines on the top navigation bar. 2. Under the Phone and Fax Lines menu on the left, click Number Transfer. 6
7 3. Click Check Transfer Status on the right side of the screen. 4. Click View to see details about a submitted case. The View Case reveals details on your selected case, including it s current status. Cancel or Continue a Number Transfer Request 1. Click Phone and Fax Lines on the top navigation bar. 2. Under the Phone and Fax Line menu on the left, click Number Transfer. This is the Number Transfer main page. 7
8 3. To cancel a number transfer request, click Cancel. If you started but did not complete a number transfer request and now want to continue, click Continue. Request a Number Transfer 1. Click Phone and Fax Lines on the top navigation bar. 2. Under the Phone and Fax Line menu on the left, click Number Transfer. This page provides an overview and links for phone number transfers. 3. Review the onscreen instructions and the 8x8 Number Transfer Checklist to ensure you have all required information ready before you request the number transfer. 4. When you have gathered all required information, click Begin Number Transfer. 8
9 5. Answer the four questions on the Begin Number Transfer page. These four questions determine if 8x8 or any service provider can transfer your specific number. There are several conditions that must be met in order to transfer a phone number: Phone number being transferred must be active The phone number being transferred should not have DSL service on it Phone number with special features, like Centrex, Distinctive Ring, Ring Mate, Hunting, CustoPak or ISDN cannot be transferred until all special features are removed The phone number being transferred cannot have any pending service orders with your current service provider. 9
10 6. Click Continue. 7. Enter the number of service address locations for the phone numbers. 8. To continue, click Next. Note: If you want to complete the number transfer request later, click Save for Later. 9. Enter all required information for the number you want to transfer. 10. To continue, click Next. Note: If you want to complete the number transfer request later, click Save for Later. 10
11 11. Enter or cut and paste the numbers you want to transfer. Note: you must separate the numbers using commas, tabs or line breaks. 12. To continue, click Next. Note: If you want to complete the number transfer request later, click Save for Later. 13. Click the drop-down arrow to select a temporary number for each of the numbers you are transferring. Use the and the buttons to add and delete phone numbers. Be sure that the Number Type displayed is correct. You can reveal and change number types by clicking the drop-down arrow. 14. To continue, click Next at the bottom of the page. Note: If you want to complete the number transfer request later, click Save for Later. 15. Review the information you provided to ensure it is correct. To edit any of the information, click Back. 16. To continue, click Next. Note: If you want to complete the number transfer request later, click Save for Later. 11
12 17. Review the letter of authorization carefully. We recommend you print it for your records using the button provided. If you agree to all terms in the letter, click I Agree. Note: If you want to complete the number transfer request later, click Save for Later. Your number transfer request is now active. Billing Using the Account Manager, you can view your billing statements for the past 18 months, and edit your billing profile. Statements 1. Click Billing on the main navigation bar. 2. Locate the monthly statement you want to see and click View. 12
13 If you want to see your account activity since your last payment, click the View Activity link instead. 3. A detailed billing summary appears. You can review the statement on screen or download and print a PDF version by clicking on the Download PDF Bill button at the bottom of the screen. Billing Profile This feature allows you to update your payment details and select whether you receive a consolidated or unconsolidated bill for your phone and fax numbers. Update Billing Profile 1. Click Billing on the main navigation bar. 2. Under the Billing menu on the left, click Billing Profile. 13
14 3. Click Update Billing Profile. 4. Update your payment-type, debit bank account (ACH), credit card information, and/or billing information in the fields provided. Note: If you pay by credit card you must have at least one active credit card on file. You will not be able to delete a credit card unless you first select the Make Active checkbox by adding or editing another card. 5. When you are finished entering your changes, click Save. 14
15 Change to Consolidated/Unconsolidated Billing 1. Click Change to Consolidated/Unconsolidated. 2. When the dialog box appears, click Save. 15
16 Reporting The Reporting section allows you to run reports on your inbound and outbound call activity. Run Reports 1. Click Reporting on the main navigation bar. 2. Set the Start Date, End Date and Time Zone for the report. 3. Select the phone numbers for which you want to run a report. 4. Click Run Report. A dialog box appears confirming how many lines your report has. 5. Scroll down to view your report. If you want to send it or save it as a PDF, click Report or Download Report. 16
17 Create Report Template 1. Click Reports on the main navigation bar. 2. Select the phone numbers for which you want to run a report. 3. Click Save Template. 4. Enter a name for the template and click Save. 5. When the dialog box appears, click OK. 17
18 6. The report template you created now appears in the Report Templates drop-down menu, where you can select it whenever you want to run that report. Orders Check Order Status 1. Click Orders on the main navigation bar. 18
19 2. To search for orders by date: Select the start date. Select the end date. Click Search. All orders placed during your selected start and end dates will be displayed. Simply click View to see specific order information. 3. Check Orders Placed in the last 90 days: Locate the order in the list. Note: Orders placed in the last 90 days are displayed on the Orders main page. Click View to see specific order details. 19
20 Buy New Services 1. Click Orders on the main navigation bar. 2. Under the Orders menu on the left, click Buy New Services. 3. Select Add Services or Equipment. 4. Select the Service Type Residential. 5. Click Next. 20
21 6. Select the type of number you want to purchase and click Next. Note: you can only purchase one number at a time. 7. Select a plan for the number you are purchasing and click Next. 8. If you are purchasing a Residential Virtual Number: Select a state, area code, and city for the number you are purchasing. A list of available phone numbers appears. Select the one you want and click Add to Cart. 21
22 9. If you are purchasing an International Virtual Number: Select a country and region for the phone number. A list of available phone numbers appears. Select the one you want and click Add to Cart. 10. If you are purchasing a residential toll-free number: Select Residential as your service type. 22
23 Select Residential Toll-Free Number Click Next Select from the list of available toll free numbers. Click Add to Cart. 23
24 11. Once you have added selected services or equipment to your cart, your cart info is displayed. 12. To modify or cancel your order, click Edit Number or Delete. If you are ready to check out, click Continue to Step 2. 24
25 13. The window for step 2 displays with your shopping cart information. 14. Enter a new service location or select your current E911 service information. Click Continue to Step 3. 25
26 15. Enter or select your billing and shipping information. Click Continue to Step Review and confirm your purchase. 26
27 Upgrade Services 1. Click Orders on the main navigation bar. 2. Under the Orders menu on the left, click Upgrade Services. 3. Select the account type you want to upgrade 4. Click Continue. 27
28 5. Select the service plan or equipment you want to upgrade. 6. Click Continue. 7. Select from the available upgrade options and click Continue to Step Review and confirm your order. Click Complete Order when you are ready to purchase. 28
29 Support The Account Manager Support home page provides immediate information about your account. At a glance you can see network and maintenance alerts. It also provides comprehensive contact information for 8x8 customer support. 29
30 Cases When you need help with an issue, create a support case. Create a Case 1. Click Support on the top navigation bar. 2. Under the Support menu on the left, click Cases. 3. Click Create Case to create a new case.. 30
31 4. Enter or select the case information and click Submit Case. View a Case 1. Click Support on the top navigation bar. 2. Under the Support menu on the left, click Cases. 31
32 3. Locate the case you want to see and click View. A screen appears that displays details about that case. 4. If applicable, you can: Reply to the case and/or attach a file to it Close the case. Check Number Transfer Status 1. Click Support on the top navigation bar. 2. Under the Support menu on the left, click Number Transfer. 32
33 3. Locate the number transfer you want to see and click View. 4. Details on the selected number transfer is presented. 33
34 Software Downloads Software, firmware, documentation, FAQ, demos and product information from 8x8 can be downloaded from this page. 1. Click Support on the top navigation bar. 2. Under the Support menu on the left, click Software Downloads. 3. An 8x8 customer support page appears. Under the Residential menu, select downloads, FAQ, documentation, or other information you want to access. 34
35 NASDAQ: EGHT The 8x8, Inc. logo is a registered trademark of 8x8, Inc. 8x8, Inc. is a publicly traded company. PM The Champion For Business Communications
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