1. Getting Started & Logging In

Initial Password Setup

When your account was created, you received an email with a link to set your password.

Note: This link expires after 24 hours. If it has expired, please contact support@nextsteptsp.com to request a new link.

Signing into the Web Client

You can access your phone system via a web browser (Chrome or Edge recommended).

Direct Link:

https://nstsp.my3cx.ca

Standard Login: Use your email address as the username and the password you set initially.

If you encounter issues, contact support@nextsteptsp.com.

2. Setting Up Your Voicemail & Greeting

To function correctly in the company directory, you must record a self-identification message.

Record Self-Identification

Used for the "Call by Name" directory feature.

Dial 999 (Voicemail Menu)
Enter your Voicemail PIN
Press 9 for options menu
Press 5 to record self-ID
Record name only (e.g., "Sarah Jones")

Record Personal Greeting

What callers hear when you don't answer.

Dial 999
Enter your Voicemail PIN
Press 9 for options menu
Press 8 to record greeting

3. The Mobile App (Android & iOS)

Take your extension with you anywhere.

Installation & Configuration

1
Download: Search for "3CX" in the Google Play Store (Android) or Apple App Store (iOS) and install the app.
2
Open the Welcome Email: Locate the email titled "Your User Account on your New 3CX System".
3
Scan QR Code:
- Open the app on your phone and allow camera permissions.
- Scan the QR code located in the email or in the top right corner of your Web Client.

Your extension is now active and "Ready for calls".

4. Making and Managing Calls

Making a Call

Web/App

Enter the number in the dial pad or search for a contact by name/extension, then press the Call/Handset icon.

Desk Phone

Dial the number and hit "Send" or "Enter".

Transferring Calls

1. Blind Transfer (Direct)

1. Press the Transfer button.

2. Enter the extension number.

3. Press Transfer again.

Result: Connects immediately.

2. Attended Transfer (Announce)

1. Press Hold to pause caller.

2. Press New Call and dial extension.

3. Speak to recipient to announce.

4. Press Transfer and select held call to merge.

Checking Voicemail

From Office Phone: Dial 999 or press the Voicemail/Message button. Enter PIN + #.

From Mobile App: Open App > Keypad > Dial 999 > Enter PIN + #.

From Web Client: Click three dots (...) in left menu > Select Voicemail > Click playback icon.

5. Advanced Features

Conferencing

Ad-Hoc (During Call)

Click Conference button.
Search contact or dial number.
They are added automatically upon answering.

Scheduled

Go to menu > Schedule (or "Meet").
Set date/time & Audio/Video preference.
Add participants & save to calendar.

Managing Status

Let colleagues know if you are free.

Change: Click Avatar (Web) or Green Box (Mobile) in top right.
Options: Available, Away, Do Not Disturb, Lunch, Business Trip.

Note: Your line automatically switches to yellow (Busy) when on a call.

Company Directory (Digital Receptionist)

Callers can find you using the "Call by Name" feature if you have recorded your self-identification.

Callers enter the first 3 letters of your first or last name using the keypad.

* Users without a recorded self-ID are not accessible via this feature.