Before your first call
- Sign in with the exact email address that received your invitation.
- Add and verify the phone where Schedule to Call Me should reach you.
- Complete approval for the displayed caller ID that recipients should see.
- Open Personal settings and save your callback phone, displayed caller ID, and recording default.
- Review Billing. Confirm your plan or trial is active and that enough wallet balance is available.
- Schedule a test call to a number you control and verify the result in Upcoming and History.
Important: A callback phone and displayed caller ID are different. We call the callback phone first; the recipient sees the separately approved caller ID.
What happens during a call
- At the scheduled time, your verified callback phone rings first.
- Press 1 to connect now, press 9 to cancel, or use Phone Snooze when entitled.
- If you do not press a key within the documented three-second window, the call connects by design for hands-free use.
- The recipient is not called before your callback leg reaches the connection step.