3CX Phone System Help

With the 3CXPhone app you can easily create, manage, and join conference calls from your Windows or Mac computer or Android or IPhone device.

With the 3CXPhone app for Windows you can easily create, manage, and join conference calls from your desktop or laptop computer. Enjoy the benefits of a multi-participant telephone call by following the steps below:

Steps to Create an Ad-Hoc Conference Call in Windows

  1. Click on the "Conference" button.
  2. Click "Create Conference".
  3. Select contacts by clicking the checkbox next to their name.
  4. To add numbers not in your contact list click "Add Number". Type the number of your external participant in the entry field and click the "Plus" button. To remove a number click the "Trash can" button.
  5. Click the "Back Arrow" to go back to the internal user list.
  6. Click "Start Conference" to start the conference. You will receive an incoming call from 3CX Phone System. Answer the call to enter the conference.
    • The conference starts when at least one more person joins.
    • Other participants you have invited may join the conference at any time.

Add More Participants to an Ongoing Conference

  1. Click the "Conference" button, and then select "View Conferences".
  2. Click the "Pencil" button.
  3. Select contacts by clicking the checkbox next to their name. To add numbers not in your contact list click "Add Number". Type the number of your external participant in the entry field and click the "Plus" button. To remove a number click the "Trash can" button.
  4. Press the "Back Arrow". The new participants will then be contacted to join the conference call.

    Within the conference call you will also have various other options available.
    • Click to disconnect a participant from your conference.
    • Click to reconnect a participant to your conference.
    • Click to mute a participant.
    • Click to terminate the conference.

Create a Scheduled Conference Call

  1. Click on the "Conference" button .
  2. Click "Schedule Conference".
  3. Fill in the Conference Name, Description and the DID number that external participants will need to dial in order to access your conference.
  4. Set the start and end date and time.
  5. Check "Enable announcements" to hear an announcement when a participant enters the conference. Click "Next" to continue.
  6. Click "Next" to add external participants. Type the emails of the external contacts and press the "Plus" button to add the emails to the list.
  7. To include contacts from your Company Phonebook, click on the "Contact" button.
    Select contacts and click the "Schedule" button.
    • All participants will be sent an email with the conference phone number and the conference PIN they need to use to access your conference.
  8. Click "Schedule" to schedule the conference.
  9. To view, edit or delete the scheduled conferences go to the conference tab and click "Scheduled Conference".
    • Click to edit the conference.
    • Click to delete the conference.

Steps to Create an Ad-Hoc Conference Call with Android

  1. Tap on the conference button.
  2. Select "Create Conference".
  3. Select contacts by tapping the checkbox next to their name and/or add numbers not in your contact list by tapping "Add Number". Type the number in the entry field and press . To remove a number press.
  4. Tap "Start conference" to start the conference. You will receive an incoming call from 3CX Phone System. Answer it to enter the conference.
  5. The conference starts when at least one more person joins. Other participants you have invited may join the conference at any time.
  6. To add more participants to an ongoing conference, press the "Add more people" button, select contacts, or add numbers and tap "Add".
  7. To disconnect people from your conference tap the red phone button . To reconnect people to your conference tap the green phone button .
  8. To mute a participant tap .
  9. Terminate the conference by tapping at the top of the conference tab.

Create a Scheduled Conference Call with Android

  1. Tap the conference button .
  2. Select "Schedule Conference".
  3. Fill in the Conference Name, Description and the DID number that external participants will need to dial in order to access your conference.
  4. Set the start and end date and time.
  5. Check "Enable announcements" to hear an announcement when a participant enters the conference.
  6. Tap "Edit Moderators" to select your moderators for the current conference. Moderators can see, edit and delete conferences.
  7. Select the moderators by using the check-boxes next to each contact entry and tap "OK".
  8. Tap "Next" to continue.
  9. Choose the participants of the conference by checking the boxes next to the contact names and tap the "Next" button.
  10. You can add the email addresses of external participants. Type the participant's email address in the text box and press the button to add them. Tap "Done".
  11. All participants will be sent an email with the conference phone number and the conference PIN they need to use to access your conference.
  12. You will be taken to the Scheduled Conferences screen where you can, "Edit" , or "Delete" your Scheduled Conference.

Learn More

Call our Specialist. He can be reached at:

Picture of Dar ZuchDar ZuchBusiness IT Specialist - CalgaryHelia Technologies(403) 698-0700

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