Connect telephony to identify incoming calls and quickly open the guest profile.
Who this guide is for: owners and managers. Before making changes, make sure the correct establishment is selected.
Before you begin
- Sign in to the appropriate workspace and check the establishment name at the top of the page.
- Prepare the information you will enter. Payment and integration settings also require the provider's connection details.
- If an option is missing, check your plan and your role's permissions.
Setup steps
- Obtain PBX settings. You will need the address, key and allowed events.
- Set the phone number format. Use a consistent Russian phone number format.
- Configure the incoming webhook. Add the provider's signature or shared secret.
- Make test calls. Call from a known number and a new one.
Check the result
A known number opens one guest profile, a new number does not create a profile without staff action, and events are signed.
Troubleshooting
- Refresh the page and select the establishment again. Some data is only shown for the selected establishment.
- Check required fields, phone number format, dates and numeric values. Save errors appear on the right below the header.
- Do not create a duplicate just because a response is slow. Open the list first and check whether the record has already been created.