Set Up Revafone in Under 5 Minutes: The Complete Getting-Started Guide
From your first login to your first booking — the exact steps to go live with Revafone today. No tech skills needed.
Before you start
Grab your business name, your service area, and a rough idea of your business hours. If you have a Google Calendar or Outlook calendar, keep it handy. That's all you need.
Step 1 — Invite your team
Open Settings and head to Team. Add the people who'll need access to calls, bookings, and reports. Set their roles so the right people can manage the right things.
Step 2 — Choose your number
Go to Phone numbers and pick a local or 1300 number for your business. Bring-your-own-number is coming soon, so for now every account chooses a Revafone number to get started.
Step 3 — Build your receptionist
In Receptionist, set your receptionist's name, knowledge, and voice. Add your services, service area, and business hours so every caller gets accurate, on-brand answers.
Step 4 — Design the caller experience
Choose what callers hear before your receptionist picks up. A short, clear greeting builds trust and sets the tone for the rest of the call.
Step 5 — Set your booking rules
In Bookings, connect your calendar and control confirmations and appointment behaviour. Set available hours, travel buffers, and services so Revafone only offers slots that are truly free.
Step 6 — Configure call transfers
Use Call transfers to route callers to a human when they need one. Set rules by department, person, or schedule so urgent calls always reach the right team member.
Step 7 — Add billing details
Under Billing, set up your subscription, usage limits, and payment method. No contracts, no setup fees — just the plan that fits your call volume.
Step 8 — Test and go live
Hit the test call button in your dashboard. Talk to it like a customer, make a booking, and check that it lands in your calendar and inbox. Once you're happy, turn on live answering and get back to work.
Ready to put this into practice?
Try Revafone free for 30 minutes. No credit card, no setup fees, no lock-in.
Set up Revafone free for 30 minutes