shoretel phone manual

Initial Configuration and Software Setup

After connecting your ShoreTel phone to the network, access the phone’s web interface to configure settings like IP address, subnet mask, and gateway. Install the latest firmware from the ShoreTel website to ensure all features function correctly. Use the administration portal to set up user credentials, voicemail, and call handling preferences. Follow the on-screen instructions carefully to complete the setup and ensure proper integration with your communication system. Regular updates are essential for optimal performance and security.

Basic Operations

ShoreTel phones enable seamless communication with intuitive call handling, voice messaging, and easy navigation. Users can efficiently manage calls, access voicemail, and utilize essential features.

Making and Receiving Calls

To make a call, simply lift the handset or press the call key, then dial the desired number. For hands-free communication, press the speakerphone button. Receiving calls is straightforward—answer by lifting the handset or pressing the call key. The phone signals incoming calls with a ringtone and a blinking light on the call key. Internal calls produce a double ring, while external calls ring once. The display screen shows the caller’s name and number for easy identification.

Understanding Call Handling Modes

ShoreTel phones offer customizable call handling modes to manage incoming calls efficiently. Modes include Busy, No Answer, and Do Not Disturb. Each mode allows users to define how calls are routed, such as forwarding to voicemail or another extension. These settings can be configured through the phone’s menu system, ensuring calls are handled according to individual or organizational preferences. This feature enhances productivity by allowing users to manage their availability and call routing effortlessly.

Using Function Keys and Soft Keys

ShoreTel phones utilize function keys and soft keys for efficient navigation and call management. Function keys, located on the side, provide quick access to features like voicemail, directories, and call forwarding. Soft keys, displayed on the screen, change depending on the phone’s state, offering context-specific options such as transferring, parking, or conferencing calls. These intuitive controls streamline operations, enabling users to manage calls and settings effortlessly. Proper use enhances productivity and user experience.

Advanced Features

ShoreTel phones offer advanced features like call forwarding, transfer, conferencing, and voicemail management, enhancing communication efficiency and user productivity.

Voicemail Setup and Management

To set up voicemail on your ShoreTel phone, press the Voicemail button (typically marked with an envelope icon) and follow the voice prompts to create a PIN and record your greeting. You can access voicemail by dialing your own extension or using the Voicemail soft key. Messages are stored securely, and notifications can be enabled for new voicemail. Use the navigation keys to manage messages, delete, or save them as needed.

Call Forwarding and Transfer

Call forwarding on ShoreTel phones allows you to redirect incoming calls to another extension or external number. Activate it by dialing the forwarding code and entering the target number. For call transfer, press the Transfer soft key during a call, dial the recipient’s number, and confirm the transfer. Blind transfer sends the call immediately, while attended transfer allows you to announce the caller before transferring. These features enhance call handling efficiency.

Intercom and Paging Features

The ShoreTel phone supports intercom for direct communication between users. To use intercom, lift the handset and dial the intercom code followed by the recipient’s extension. For paging, dial the paging code and the group number to broadcast a message to multiple phones. These features enable quick and efficient communication within an organization, ideal for announcements or urgent notifications.

Conferencing and Multi-Party Calls

ShoreTel phones support conferencing and multi-party calls, enabling seamless collaboration. To initiate a conference, call the first participant, then use the Confrnc soft key to add others. You can include up to 8 participants. For multi-party calls, the phone allows group discussions, ensuring efficient communication. This feature is ideal for team meetings or client discussions, enhancing productivity and collaboration within your organization.

User Interface and Navigation

The ShoreTel phone features an intuitive interface with a clear display screen showing your name, extension, and call handling mode. The screen provides easy access to call appearances, programmed buttons, and menu options, ensuring smooth navigation and efficient operation of the device.