Help · Your front desk
Your phone tree
Add the people Hello can put callers through to, and say what each person handles.
Your phone tree is the list of people Hello can put callers through to. You can have up to 10 active contacts. Only owners can make changes.
Clear descriptions help Hello pick the right person. Use What they handle to say what each person deals with, such as service bookings or accounts.
Add or update a contact
- Open Your front desk.
- Find Phone tree and add a contact, or edit an existing one.
- Enter their First name and number in Mobile.
- Add their last name, title and email if useful.
- Fill in What they handle.
- Choose their transfer alert and select Save.
Mobile accepts any valid NZ mobile or landline.
Keep the list current
Use a contact's switch to turn them on or off. Turn someone off before adding another if you've reached the limit. The arrows change the order. You can also edit or remove a contact.
Avoid transfer loops
Don't enter your Hello number as a contact. Don't use your main number if it forwards to Hello. Use the person's mobile or direct line.
When changes go live
If your phone line is connected, changes go live straight away. Otherwise our team applies them within one business day. The page tells you which, and shows any Pending changes. Test a transfer afterwards.
Still stuck? Ask Riley, or email hello@leadica.io.