Support Centre

Setting up the 3CX Softphone

Matthew Fletcher

Please Note: While this guide is public, this assumes that you are a customer of Yamo for your VoIP solutions. As such, some information may not be accurate if you are not a customer. Yamo provides low-cost and powerful phone systems for businesses of all sizes.

If you are not using Yamo as your VoIP provider and would like to arrange a quote or demonstration, please reach out to us here for a chat.

Once your extension has been created, a welcome email is sent to your email address. This contains important information such as your:

  • Extension number
  • Voicemail Password
  • Your 3CX server's URL

Once you have logged on, you should see a screen similar to the below screenshot. To install the 3CX softphone please follow the below steps:

Downloading the 3CX Softphone

  1. After logging into the Web Client, navigate to the bottom left and click on "Apps"
  2. Next, you can select the appropriate application from the apps menu. For this demonstration, I'll use the Windows App.
  3. Now, click "Get from Microsoft" to launch the Microsoft Store where this can be downloaded for free.
  4. After you've installed the application, click on the blue "Provision" button in the above screenshot. This will download your extension's configuration and load it into the application.

From here, you should now be able to make and receive calls using the standalone Windows application.

Please Note: The screenshots above were taken from 3CX version 20. If you have a version below this you'll also have access to the "3CX Desktop App" and can use this application if you prefer. However, the desktop application has been removed in version 20.

Additional Assistance

If the steps listed above do not resolve your issue and you are a Yamo customer, please click here to raise a support case with us.

If you are not a Yamo customer and would like to have a chat to see how your business can benefit from our expert support and advice, please click here to book an obligation-free consultation and quote where we can discuss your business needs with one of our experts.

If you have any suggestions to improve this article please let us know in the comments below.

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