If you're the person setting up ReliaRing for your business, this checklist gets you from a brand-new account to a working phone system in about a week. You don't have to do it all at once — spread it across a few short sessions.
ReliaRing also shows a Welcome to ReliaRing setup checklist inside the portal that tracks your progress automatically. This article mirrors that flow and adds the admin-only tasks.
Day 1 — Get the basics working
- Complete your profile. Add your name and contact details in Settings.
- Turn on two-step verification (2FA). In Settings → General → Security & Privacy, enable two-factor authentication to protect the account.
- Add your first phone number. Go to Phone Numbers → Buy Numbers, or use Phone Numbers → Porting to transfer an existing number.
- Make a test call. Open the softphone from the top bar and call your mobile to confirm audio works.
See the Quick Start Guide for step-by-step help.
Day 2 — Emergency calling (do this early)
- Register your E911 address. In Emergency Dialing → Locations & Registrations, add your street address and register each number to it. This is required for 911 to work.
- Set up a Kari's Law notification group. Under Emergency Dialing → Notification Groups, choose who gets alerted when anyone on your account dials 911.
- Run a 933 test call. Use Emergency Dialing → Test Calls (933) to safely confirm your address is registered correctly.
Important: Until an address is registered, emergency calls may not reach the right dispatcher. Don't skip this step.
Day 3 — Shape how calls are handled
- Set your business hours. In Organization → Business Hours, define when you're open so after-hours calls can go to voicemail or another destination.
- Record your voicemail greeting. In Settings → Voicemail, set a PIN and record a professional greeting.
- Build a voice menu (auto-attendant), if you need one. In Phone System → Voice Menus (IVR), create a menu like "Press 1 for Sales, Press 2 for Support." See the voice menus help category for details.
Day 4 — Add your team
- Invite team members. In Organization → Team Members, send invitations by email. See Inviting team members.
- Create extensions. In Phone System → Extensions, give each person an internal number.
- Set roles. In Account → Users & Roles, assign Admin, User, or Limited access as appropriate.
Day 5 — Money, mobile, and polish
- Review your plan and balance. Check Billing → Overview, and add a prepaid balance under Billing → Wallet if your account uses prepaid funds.
- Install the mobile app. So your team can take calls on the go.
- Set outbound caller ID. In Settings → General → Caller ID, choose the number and name shown when your team calls out.
Before you call it done
- Made a test call in and out
- Left yourself a voicemail and retrieved it
- Registered E911 for every number and ran a 933 test
- Business hours and after-hours handling set
- Team invited with the right roles
- Payment method or prepaid balance in place