Where to find Desk Phones: In the left sidebar, click Settings > Desk Phones.
Add a Desk Phone
- Click Add Desk Phone in the top right.
- Enter a Display name — this is how the phone shows up in ring groups and the call log (for example, “Front desk” or “Exam room 2”).
- Choose an Owner:
- Shared (no specific owner) — a phone that isn’t tied to one person. It rings on its own as a member of any ring group it’s added to. Best for front desks and exam rooms.
- A specific staff member — the phone is tied to that person. When they’re added to a ring group, you can attach this phone to their slot so it rings alongside their browser.
- Optionally pick a Location.
- Click Provision.
Save the Credentials
The window shows five values: SIP server, Port, Transport, Username, and Password. Click the copy icon next to any field, or click Copy all to grab everything as a single labeled block to paste into a password manager or a ticket for whoever is configuring the phone. When you’re ready, follow Setting Up a Desk Phone to configure the handset itself.The Desk Phone List
After provisioning, the phone appears in the table on the main page. Each row shows:
Use the search bar at the top of the page to filter by display name, SIP username, owner, or location.
Status
Status is based on the most recent answered call — it’s not a live registration check. A phone can be powered off and still show Active for a few days after its last answered call. The reverse is also true: a brand-new phone shows No calls yet until it answers something, even if it’s already registered correctly.
Edit a Desk Phone
Click the three-dot menu on a phone’s row and pick Edit. You can change the display name, owner, and location. Editing does not affect the phone’s SIP credentials — the handset keeps working without re-configuration.Rotate the SIP Password
Rotate password is only available for manually configured phones (Yealink, Polycom, or Grandstream phones set up without auto-provisioning). Grandstream auto-provisioned phones don’t show this action — remove the phone and provision it again if you need new credentials. Click the three-dot menu and pick Rotate password when:- A phone is lost or stolen.
- A staff member with access to the password leaves.
- You suspect the password has been shared outside the clinic.

