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Getting Started With HostedSuite

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Getting Started with HostedSuite Version 3

Getting Started HostedSuite is a specialized web-based application crafted specifically for business centers, coworking spaces, virtual offices, and serviced office providers. Tailored to meet the unique needs of these industries, HostedSuite offers a complete array of tools designed to streamline operations, maximize resource efficiency, and elevate client services. By harnessing cutting-edge virtual office software solutions, HostedSuite empowers businesses to optimize their workflows and deliver exceptional experiences to their clients. This guide will give you a general understanding of using HostedSuite for the first time. You will learn how to log in, navigate the basic interface and its functions, and fully utilize HostedSuite for yourself, your team, or your organization. Creating Your Account To begin, please contact us. We will create an account for you and provide you with the necessary login credentials. Logging In for the First Time Once you receive your account information, you can log in to the HostedSuite web portal. 👉 For detailed login instructions, refer to: 🔗 Logging in to HostedSuite Topics to Learn To make the most out of HostedSuite, we recommend exploring the following topics: - Learn About Using the HostedSuite Website Understand the interface and navigation of the web portal. 🔗 Understanding the HostedSuite V3 Interface - Set Up Some Users Add and configure user accounts to manage roles and permissions. 🔗 How to Add a New Contact - Start Answering Calls Get acquainted with managing incoming calls through the web-based operator console. 🔗 Complete Console Guide - Start Entering Your Clients Begin adding and managing client information and preferences. 🔗 Managing Client Settings - Start Scheduling Your Meeting Rooms Learn how to schedule and manage meeting room bookings. 🔗 Scheduler Overview - Generate Some Reports Explore how to create and export reports for analysis and decision-making. 🔗 Reports Overview For detailed guides and tutorials on each topic, please click on the corresponding item above or visit our HostedSuite Help Center. If you have any questions or need further assistance, don’t hesitate to contact our support team.

Last updated on May 08, 2025

Understanding HostedSuite v3 interface

To begin your journey with HostedSuite v3, it's essential to familiarize yourself with the basic interface and its key functions. The interface serves as your gateway to efficient communication and management within your business environment. Console The phone system console is integrated into the HostedSuite portal, allowing easy access and call management. The console is broken down into several components: | Component | Description | | --- | --- | | Call boxes | The call boxes along the top of the screen show the active calls on the active phone. | | Greeting bar | Displays the greeting for the currently selected client. | | Phone Toolbar | Provides buttons for all call control functionality. | | Search boxes | Allow you to quickly search for a client or contact. | | Client Information | Displays information for the selected client. | Main Menu Overview The main menu in HostedSuite v3 provides easy access to various features and settings to streamline your workflow. Here's a clear breakdown of each section: Main navigation menu | Menu | Description | | --- | --- | | Organization | Manage clients, centers, contacts, and team-related settings. | | Billing | Handle services and charges within your organization. | | Scheduling | Organize schedules, meetings, and resources. | | Phones | Access and manage phone systems, speed dials, and call history. | | Reports | Generate and manage account-wide reports. | | Security | Control user access and permissions. | | Settings | Customize global account settings, including email, billing, and branding. | Client Info The Client Info area provides details about the selected Client: - Left Side: Shows information about the selected Client and Contact. - Right Side: Lists all contacts within the selected Client. Moreover, the associates section on the right displays an entry for every Contact in the selected Client. Clicking on a Contact's name activates that Contact, affecting the toolbar, visible phone numbers, etc. Other sections User account logout link Dark mode toggle Enable or disable the dark mode.

Last updated on Jan 14, 2025

Logging in to HostedSuite

Logging in To access HostedSuite, your Evo Technologies account manager will provide you with login details and a URL. The login URL follows the format: subdomain.hostedsuite.com Upon your initial login, you'll need to enter your Customer name, Username, and Password. This will grant you access to the HostedSuite dashboard, where you can also access the Console. Logging in for the First Time EvoTech assists with setting up new hosted accounts, including extension numbers for your reception staff. The first time you log in, you'll be prompted to choose a phone: - For Live Call Handling: Select your phone or extension from the provided list. If your extension isn't listed, it might not be set up yet. In such cases, contact our Evo Support team for assistance. - For Administrative Tasks: If you'll only be making changes in settings or performing administrative tasks, choose "No Phone". Logging out To log out of your hosted account: 1. Click your account name in the left-side menu. 2. In the dropdown menu, select "Logout".

Last updated on Jan 14, 2025

HostedSuite Integration

HostedSuite Integration Introduction: This guide illustrates the process of connecting HostedSuite to the Evo Voice platform for seamless communication. Create Users: 1. Begin by creating an Evo Voice User for each operator in HostedSuite. Ensure users are set in Soft Phone mode. 2. Configure user details including email address and password. Login to HostedSuite: 1. Access HostedSuite as an administrator. 2. Proceed with the following steps within HostedSuite. Create a Phone System: The settings which are important for Evo Voice are described in the following table | Setting | Description | | --- | --- | | Phone System Type | Choose Voice | | IP Address | Generally left blank unless instructed otherwise | | Devices: User Name | Set to the email address chosen during Evo Voice operator user(s) creation | | Devices: Password | Set to the password chosen during Evo Voice operator user(s) creation | 1. Navigate to Phones > Phone Systems and select New Phone System. 2. Specify Phone System Type as Voice. 3. Enter User Name and Password for each Evo Voice operator user. 4. Save the phone system configuration. Screen Pop Settings: - Default screen pop settings are recommended. Check the Allow Partial Match box. Client Screen Pops: Configure screen pops using the Endpoint Name in Evo Voice, such as phone numbers or chat endpoint names. | Endpoint Type | Screen Pop | Example | | --- | --- | --- | | Phone Number | 10 digit number | 15556667777 | | Web Chat | webchat:endpointName | webchat:Home Page | | Facebook | facebook:endpointName | facebook:My Facebook Page | | Slack | slack:endpointName | slack:My Slack Channel | | Skype | skype:endpointName | skype:My Skype Bot | Application Data Usage: - Utilize Application Data field on the Dial Node for various purposes: - Set Call Notes for incoming calls. - Override Caller Number displayed in the console. Conference Calls: - Perform 3+ way calling from the console: 1. Ensure an active call. 2. Type the number to add to the conference and click the green + button. 3. Participants will be connected into a conference. Troubleshooting: - Double-check user email addresses and passwords entered in the Devices list to resolve user dropdown list issues.

Last updated on Jan 14, 2025

Browser Requirements for HostedSuite Console

To ensure optimal performance and compatibility with the HostedSuite Console, please use one of the following supported web browsers: ✅ Supported Browsers (2025) - Google Chrome (latest stable release and one previous version) - Microsoft Edge (Chromium-based) - Mozilla Firefox (latest stable release and one previous version) - Apple Safari (latest stable release and one previous version; macOS and iOS only) These browsers are widely recognized for their performance, security, and adherence to web standards, ensuring a seamless experience with HostedSuite. ⚠️ Deprecated Browsers Support for the following browsers has been discontinued due to security vulnerabilities and lack of modern web standards compliance: - Internet Explorer 11 and earlier - Legacy versions of Safari, Firefox, and Chrome Using these outdated browsers may result in degraded performance or inability to access certain features of the HostedSuite Console. 🛠 Troubleshooting Tips If you encounter issues accessing the HostedSuite Console: - Update Your Browser: Ensure you're using the latest version of your preferred browser. - Clear Cache and Cookies: Sometimes, outdated or corrupted data can cause loading issues. - Disable Extensions: Browser extensions can interfere with web applications; try disabling them temporarily. - Check Network Settings: Ensure your internet connection is stable and not restricted by firewalls or proxies. For further assistance, please contact our support team with details about your browser version and the issue encountered. By adhering to these browser requirements, you can ensure a secure and efficient experience with the HostedSuite Console.

Last updated on May 02, 2025