Connect a shared receptionist

Open Settings → Funeral home → Shared receptionist to review pending and active links. A receptionist administrator who belongs to the firm requests the link; only a firm owner approves it.

Approve the scope

Review the receptionist and select the coverage regions it may send calls to, then Approve. A link does not grant general access to every firm's cases. Use Change regions when the agreed receiving areas change.

Assign and test a line

Select Assign a line, choose an active line at an accessible location that is not already assigned, and confirm Assign line. The receptionist needs a published configuration before it can answer. The number, provider service and bill remain with the firm.

Test calls under Settings → Funeral home → Phone settings after assignment, including the intended region and fallback. A saved link or successful configuration test does not establish that a real caller can reach the firm. Coordinate published routing and staffing with the receptionist administrator.

End or change coverage

Use Return line to put new calls back onto the firm's settings; current calls finish through their existing route. Review the confirmation before End link and arrange replacement coverage. Reassignment requires owner approval.

Received reports still need review in First calls. A receptionist connection does not automatically accept a case. Use Phone setup and On-call cover for the firm's separate line and rota settings.