Before you begin

Access the Receptionist Client from the Calling User Portal. For steps on how to sign in, see Sign In to the Dashboard.


While on an active call, use the dialer or select the contact, to call the person you’d like to transfer to.

Your first call is automatically placed on hold.


(Optional) Announce the call.


To transfer the call without an announcement (blind transfer), click Transfer after dialing the transfer destination.


Hover over the active call, then click Transfer.