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RingCentral Mobile App Getting Started Guide

RingCentral Mobile App · 2020. 9. 25. · RingCentral App Ge ttin g S ta r te d Gu ide | 4 RingCentral app components This seamless transition between calls, meetings, and chat is

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    RingCentral Mobile App  Getting Started Guide  

       

     

  • RingCentral App Getting Started Guide | 1  

       

    Table of contents  

    Introduction 3  

    About the RingCentral app 3  

    Requirements 3  

    RingCentral app components 4  

    Message 4  

    Video 5  

    Phone 5  

    Getting started 6  

    About downloading and installing the RingCentral app 6  

    Downloading and installing the app on your mobile device 6  

    Log in to the RingCentral app 7  

    About logging in to the RingCentral app 7  

    Logging in to the RingCentral mobile app 7  

    Logging in using your prefered login method 7  

    Logging in using the RingCentral login form 7  

    Logging in using your Google account 7  

    Logging in using Single Sign-on 8  

    Navigating the RingCentral app for mobile 9  

    Intro to navigating the mobile app 9  

    Navigating the RingCentral mobile app 9  

    Bottom menu bar 9  

    Top header bar 9  

    Hamburger menu 10  

    Center section 10  

    New actions 11  

    Adding a new user 12  

    Using RingCentral Message 12  

    Sending a message 12  

    Creating a team 12  

    Using RingCentral Video 13  

    Starting a meeting 13  

    Scheduling a meeting 13  

    Joining a meeting 14  

    Using RingCentral Phone 15  

    Making a call 15  

    Taking a call 15  

    Sending a text message 15  

    Sending a fax 16  

     

    © 2020 RingCentral, Inc. All Rights Reserved  

  • RingCentral App Getting Started Guide | 3  

       

    Introduction  

    About the RingCentral app  

    The RingCentral app's intuitive and unified user interface allows you to seamlessly transition between  

    phone calls, video meetings, and team chat without losing track of what you’re working on. Less toggling  

    between communications applications and solutions means your projects move forward, your teams stay  

    connected, and your productivity increases.  

    The RingCentral app is available on three platforms: web, desktop, and mobile (Android and iOS). This  

    availability makes it easy to switch between devices and take or make calls, check voicemail messages, and  

    connect and collaborate with teams wherever you are, whether that’s at work, home, or on the go.   

     

    Requirements  

    Operating systems  

    ● Android Marshmallow (version 5.0) and later  ● iOS 10.0 and later  

     

    NOTE : Since the RingCentral app mobile is updated regularly, it is best to check these app pages for the most  

    up-to-date information:  

    ● Google Play: https://play.google.com/store/apps/details?id=com.glip.mobile   ● App Store: https://itunes.apple.com/us/app/ringcentral/id715886894?mt=8   

       

    © 2020 RingCentral, Inc. All Rights Reserved  

    https://play.google.com/store/apps/details?id=com.glip.mobilehttps://itunes.apple.com/us/app/ringcentral/id715886894?mt=8

  • RingCentral App Getting Started Guide | 4  

       

    RingCentral app components  

    This seamless transition between calls, meetings, and chat is made easy by the bottom menu bar , which you  can use to navigate between the following main RingCentral app components: Message, Video, and Phone.   Let’s review what you can do with each of these main components.    RingCentral mobile app for Android   

     RingCentral mobile app for iOS   

    © 2020 RingCentral, Inc. All Rights Reserved  

  • RingCentral App Getting Started Guide | 5  

       

     

       Message  

    The Message menu option allows you to work and collaborate seamlessly with other people in your  company, no matter where you are. The ability to communicate with others, either one on one or in a team  environment, allows you to better streamline your workflow with fewer meetings, quicker decisions, and  more productivity.    Using the Message menu option, you can communicate with anyone, be that someone on your team or  someone you need to bring in from outside your company. The RingCentral app lets you invite guest users  for free in order to collaborate with them on a particular project or topic.    With the RingCentral app, you can use the Message option to do the following:  

    ● Create teams for specific projects, topics, or departments  ● Share links and files with no size limits  ● Create tasks for yourself or others to complete  ● Share any important events to keep your team members informed of your activity   

     

    Video  

    With the Video menu option, you can increase customer engagement and improve team collaboration by  using integrated online meetings. RingCentral app meetings broadcasts in HD quality to your computer or  mobile device.   

    © 2020 RingCentral, Inc. All Rights Reserved  

  • RingCentral App Getting Started Guide | 6  

       

     With the RingCentral app’s Video feature, you can  

    ● Begin, join, or schedule online meetings directly within the app. Joining meetings is made easier  with the ability to join audio either through your computer or by dialing in using domestic and global  numbers  

    ● Share your screen during a meeting, record the meeting for later review, and use the chat feature to  chat with other meeting attendees  

    ● Integrate your Outlook or Google calendar with the RingCentral app so you can join and manage  your meetings without ever having to leave the app  

     

    Phone  

    You can use the Phone menu option to make or take calls at any time. Using Cloud PBX with  enterprise-grade reliability and quality, RingCentral provides advanced calling capabilities globally, with  service in over 100 countries.    With the RingCentral app’s reliable and high-quality phone service, you can   

    ● Make and receive calls with your carrier minutes, Wi-Fi, or cellular data without ever dropping a  call. Your data is also kept available and secure through RingCentral’s highly encrypted and  redundant data networks  

    ● Provide a single number for HD VoIP calling, SMS/MMS, and online fax   ● Review missed calls and call recordings  ● Listen to voicemails  ● Send and receive faxes  ● Send and receive individual and group text messages   ● Access advanced call controls such as Call Flip, Switch, Transfer, and Park

     

     

     

    © 2020 RingCentral, Inc. All Rights Reserved  

  • RingCentral App Getting Started Guide | 7  

       

    Getting started  

    About downloading and installing the RingCentral app  

    The first step to getting started in the RingCentral App is to download the app on your mobile device. You  can download the app on your Android or iOS device. Let’s learn more about how you can install the app on  either of these devices below.    

     

    Downloading and installing the app on your mobile device  

    To install the RingCentral app on your Android or iOS mobile device, follow the steps below.

    For Android:  1. Open the Google Play Store   2. Search for the RingCentral app or navigate to this link  3. Select Install to begin installing the app  

     For iOS:  

    1. Open the Apple App Story   2. Search for the RingCentral app or navigate to this link  3. Select Get to begin installing the app  

       

    © 2020 RingCentral, Inc. All Rights Reserved  

    https://play.google.com/store/apps/details?id=com.glip.mobilehttps://apps.apple.com/us/app/ringcentral/id715886894

  • RingCentral App Getting Started Guide | 8  

       

    Log in to the RingCentral app  

    About logging in to the RingCentral app  

    Once you’ve downloaded and installed the RingCentral app, you can begin using it by logging in. There are  several methods to logging in, and you may choose to login either on the RingCentral desktop app, your web  browser, or mobile device. Let’s discuss each of those methods below.  

     

    Logging in to the RingCentral mobile app  

    If you’d like to log in to the RingCentral mobile app, follow these steps:   

    1. Launch the RingCentral app on your mobile device  2. Click the Sign in button  3. Select your preferred sign-in method from the login page. Options include signing in using either the  

    RingCentral sign-in form, Google, or Single Sign-on (we’ll discuss signing in using each of these  methods below)  

     

    Logging in using your prefer r ed login method  

    As we discussed earlier, when you’re logging in to the RingCentral app, you’ll be presented with several  methods for logging in. These options include the following:   

    ● RingCentral login form: Sign in using your RingCentral credentials  ● Google: Sign in using your Google account credentials  ● Single Sign-on: If Single Sign-on has been enabled for your account, use this login method to sign in  

    using your Single Sign-on credentials  

    Logging in using the RingCentral login form  

    To login using the RingCentral login form, follow these steps:   

    1. Enter your RingCentral email or phone number   2. Select the Next button  3. If you logged in using your phone number, enter your extension number in the Extension (optional)  

    field. Please note: You may need to specify your extension if you are sharing the same phone  number in your account and to avoid logging in as a different user  

    4. Enter your password  5. Click the Sign in button to sign into the app  

    © 2020 RingCentral, Inc. All Rights Reserved  

  • RingCentral App Getting Started Guide | 9  

       

    Logging in using your Google account  

    If you’d like to login using your Google account, follow these steps:   

    1. Select the Google button to navigate to the Google login page  2. Sign in with your Google account using one of the following methods:  

    a. If you have logged in before using your Google account credentials, select your Google  account to log in automatically  

    b. If this is your first time logging in  i. Enter your Google email address or phone number   ii. Click the Next button  

    iii. Enter your password  iv. Click Next to navigate to a page requesting access to your Google account  v. Select Allow to finish signing in to the RingCentral app  

     Please note: If your Google account has been provisioned with Google G Suite, you may be redirected to the  Google G Suite login page. Enter your login credentials, and then click Sign In .    

    Logging in using Single Sign-on  

    To login using Single Sign-on, follow these steps:   

    1. Click the Single Sign-on button  2. Enter your Email to confirm your identity   3. Click Submit to redirect to the RingCentral Single Sign-on page  4. Enter your Username and Password  5. Select the Sign in button  

     

                     

    © 2020 RingCentral, Inc. All Rights Reserved  

  • RingCentral App Getting Started Guide | 10  

       

    Navigating the RingCentral app for mobile  

    Intro to navigating the mobile app  

    Navigating the RingCentral app for mobile is pretty straightforward, with all the same major components  you’ll find in the app for desktop and web. However, there are some navigational differences between these  two platforms. Let’s discuss some of the major layout and navigation features you’ll need to know to get  started on the RingCentral mobile app.    

    Navigating the RingCentral mobile app for Android  

    The RingCentral app for mobile is divided into several sections: the top  header bar, the center section, and the bottom menu bar.     Please note that each of these sections may differ depending on which  part of the app you’re in. Let’s review what you’ll commonly find with  each of these main navigation elements.      

    Bottom menu bar  

    As we discussed in Intro to the RingCentral app, you can seamlessly  transition between messaging, calls, and meetings within the app for  desktop, web, and mobile. This seamless experience in mobile is due to  the bottom menu bar, which you can use to easily navigate between the  following menu options:   

    ● Message : Use this interface to send and receive messages,  create and collaborate in teams, share files, create tasks, and  more   

    ● Video : Use this interface to start, schedule, and join meetings,  manage recordings, view recent meetings, and more  

    ● Phone : Use this interface to make and receive phone calls, send  and receive text messages, manage your call history, listen to  your voicemails, and more  

    ● Contacts : Use this interface to add, view, and manage all your company contacts, including  administrators, company users, and guest users. You can also create, view, and manage teams via  this interface  

      

     

    Top header bar  

    The top header is always available at the top of the app and contains the main features and navigational  options of the Message, Video, Phone, or Contacts menu option. The options in this header bar differ  depending on which mobile app menu you’re in.   

    © 2020 RingCentral, Inc. All Rights Reserved  

  • RingCentral App Getting Started Guide | 11  

       

     For example, when you’re in the Message menu, the top bar will contain  the following: a hamburger menu, a search bar, and a kabob menu, with a  series of tabs beneath. Clicking on these tabs takes you to one of these  active conversation lists: all conversations, direct messages, team  messages, and favorited messages.    The hamburger menu at top left appears in several locations throughout  the app, including in every RingCentral app menu option. Let’s review  below what you can access when you click on the hamburger menu.   

    Hamburger menu  

    When you click on the hamburger menu, a panel will slide out from the  left-hand side of the app containing the following options:   

    ● Profile: Your profile appears at the top of the app with your                        name, email address, and profile picture. Tap your profile picture                    and choose to view the picture, take a new picture, or select a                          new picture from your mobile image gallery  

    ● Presence: Your current RingCentral app presence appears              below your name and email address. Tap on your current                    presence and make a new selection from a list of options  

    ● Status: Select Share status to share a new status. If you already                        have a status created, click on your current status to make any changes  

    ● Accept queue calls: Only available to admins, tap the Accept queue calls toggle to enable or disable                                  this option  

    ● Tasks: Tap Tasks to visit a list of tasks assigned to you from all your active conversations  ● Team events: Tap Team events to view a calendar of team events and tasks from all your active                                    

    conversations   ● Admin tools: Only available to admins, tap Admin tools to view your company call logs, phone                                

    system, analytics, and billing  ● Settings: Tap this option to navigate to a page of in-app settings. This is where you can configure                                    

    your notification, Message, Video, and Phone settings    

    Center section  

    The center section is the primary part of the app where you will spend most of your time, and it will differ  depending on where you are within the app. For example, while in Message, the center section will contain  your list of conversations. When you select a conversation, this center section becomes the message thread.    If you’re in the main pages of Message, Phone, and Contacts, you will also have access to the new action  button, which is located in the lower right-hand corner of the center section. Let’s review what you’ll find  when you select this button.    

    © 2020 RingCentral, Inc. All Rights Reserved  

  • RingCentral App Getting Started Guide | 12  

       

    New actions  

    Selecting the new actions button reveals a dropdown menu of actions you can perform associated with that  menu. These actions may differ depending on where you are in the app.    For example, when you’re in the Contacts menu, selecting the new actions button allows you to create a  team, invite a user, or add a new contact. In Phone, this button differs depending on the page you're on. In  the Calls and Voicemails page, selecting this button opens the dial pad on your screen.                               

     

     

     

     

     

     

     

    © 2020 RingCentral, Inc. All Rights Reserved  

  • RingCentral App Getting Started Guide | 13  

       

    Navigating the RingCentral mobile app for iOS  

    The RingCentral app for mobile is divided into several sections: the top header bar, the center section, and  the bottom menu bar.     Please note that each of these sections may differ depending on which part of the app you’re in. Let’s review  what you’ll commonly find with each of these main navigation elements.      

    Bottom menu bar  

    As we discussed in Intro to the RingCentral app, you can seamlessly transition between messaging, calls, and  meetings within the app for desktop, web, and mobile. This seamless experience in mobile is due to the  bottom menu bar, which you can use to navigate between the following menu options easily:    

     ● Message : Use this interface to send and  

    receive messages, create and collaborate  in teams, share files, create tasks, and  more   

    ● Video : Use this interface to start,  schedule, and join meetings, manage  recordings, view recent meetings, and  more  

    ● Phone : Use this interface to make and  receive phone calls, send and receive text  messages, manage your call history, listen  to your voicemails, and more  

    ● Contacts : Use this interface to add, view,  and manage all your company contacts,  including administrators, company users,  and guest users. You can also create,  view, and manage teams via this interface  

    ● More : Tap the three-dot icon to navigate  to the Tasks interface to manage your  tasks, and Team events interface to view a  calendar of events and tasks from all your  conversations. Administrators can tap  this icon to navigate to Tasks , Team events ,  Analytics to view company reports, and  Admin tools to access the company call  logs, the account’s phone system, and  billing information.    

     

     

         

      

    © 2020 RingCentral, Inc. All Rights Reserved  

  • RingCentral App Getting Started Guide | 14  

       

     

    Top header bar  

    The top header is always available at the top of the app and contains the main features and navigational  options of the Message, Video, Phone, or Contacts menu option. The options in this header bar differ  depending on which mobile app menu you’re in.    For example, when you’re in the Message menu, the top bar will contain the following: your profile picture, a  search bar and a new actions plus sign button with a series of tabs beneath. Clicking on these tabs takes you  to one of these active conversation lists: all conversations, direct messages, team messages, and favorited  messages.    Your profile picture at top left appears in every RingCentral app menu option. Let’s review below what you  can access when you select your profile picture.    

     

    © 2020 RingCentral, Inc. All Rights Reserved  

  • RingCentral App Getting Started Guide | 15  

       

    Profile picture  

    When you select your profile picture, the app will navigate to the interface that contains the following  options:   

    ● Profile: Your profile appears at the top of the app with your name, email address, and profile picture.                                    Tap your profile picture and choose to view the picture, take a new picture, or select a new picture                                      from your mobile image gallery  

    ● Presence: Your current RingCentral app presence appears below your name and email address. Tap                            on your current presence and make a new selection from a list of options  

    ● Status: Select Share status to share a new status. If you already have a status created, click on your                                      current status to make changes  

    ● Accept queue calls: Only available to admins, tap the Accept queue calls toggle to enable or disable                                  this option  

    ● Notifications: Tap Notifications to enable or disable mobile and email notifications for missed calls,                            voicemails, faxes, and texts  

    ● Message: Tap Message to select your preferred shortcut for sending a message and to enable or                                disable link previews and flags to show hints and visual cues in conversations with guests outside                                your company  

    ● Video: Tap Video to configure settings related to the video meetings feature  ● Phone: Tap Phone to configure settings related to placing or receiving calls. You can configure                              

    settings such as your incoming call ringtone, the Caller ID you’d like to show when you make                                  outbound calls, and more  

    ● Contacts: Tap Contacts to sync your iPhone, Microsoft, or Google contacts to the RingCentral                            mobile app  

    ● Calendar Sync: Tap Calendar Sync to connect your iCloud or Google calendar to the RingCentral                              mobile app  

    ● Help and feedback: Tap Help and feedback to view help articles, Siri & CarPlay commands guide,                                and new features. This section also allows you to report issues, share ideas, rate the app, view                                  RingCentral’s legal policies, and view the RingCentral mobile app’s current version number  

    ● Sign out: Tap to sign out of the app   At the top right, you’ll see the new actions plus sign button. The new actions button appears in several  locations throughout the app, including in every RingCentral app menu option. Let’s review below what you  can access when you select this button.   

    New actions  

    Selecting the new actions button reveals a dropdown menu of actions you can perform associated with that  menu. These actions may differ depending on where you are in the app.    For example, when you’re in the Contacts menu, selecting the new actions button allows you to create a  team, invite a user, or add a new contact. In Phone, this button differs depending on the page you're on. In  the Calls and Voicemails page, selecting this button opens the dial pad on your screen.     

    © 2020 RingCentral, Inc. All Rights Reserved  

  • RingCentral App Getting Started Guide | 16  

       

    Center section  

    The center section is the primary part of the app where you will spend most of your time, and it will differ  depending on where you are within the app. For example, while in Message, the center section will contain  your list of conversations. When you select a conversation, this center section becomes the message thread.    If you’re in the main pages of Message, Phone, and Contacts, you will also have access to the new action  button, which is located in the lower right-hand corner of the center section. Let’s review what you’ll find  when you select this button.    

    Adding a new user for Android  

    To invite new users to the RingCentral app, follow these steps:  

     

    1. Navigate to Contacts via the bottom bar  

    2. Tap the new actions plus button at lower right  

    3. Tap Invite  

    4. Choose to send an invite in one of the following ways:  

    a. Send an invite to an email address by providing an email address in the To field  

    b. Send an invite to someone in your mobile contacts via Invite from contacts  

    c. Send an invite to the messaging app of your choice via Invite via link  

    5. Configure the appropriate settings based on the option you selected in the previous step   

     

    When you choose one of the options under Invite, additional actions are required in order to successfully  

    invite a user. Let’s review those options next.   

     

    Adding a new user for iOS  To invite new users to the RingCentral app, follow these steps:  

     

    6. Navigate to Contacts via the bottom bar  

    7. Tap the new actions plus sign button at upper right  

    8. Tap Invite  

    9. Choose to send an invite in one of the following ways:  

    a. Send an invite to an email address by providing an email address in the To field  

    b. Send an invite to someone in your mobile contacts via Invite from contacts  

    c. Send an invite to the messaging app of your choice via Invite via link  

    10. Configure the appropriate settings based on the option you selected in the previous step   

     

    When you choose one of the options under Invite, additional actions are required to invite a user  

    successfully. Let’s review those options in the next section.   

     

    © 2020 RingCentral, Inc. All Rights Reserved  

  • RingCentral App Getting Started Guide | 17  

       

    Using RingCentral Message for Android  

    Sending a message  

    To send a message in the RingCentral mobile app, follow these steps:   

     

    1. Navigate to Message via the bottom bar  

    2. Tap the new actions plus button in the lower right-hand corner of the app  

    3. Select New message  

    4. Enter the names or email addresses in the To field  

    5. Tap Next at upper right   

    6. Type the body of your message in the Message field  

    7. Tap the airplane button to the right of the message field to send the message  

     

    This is just one way you can send a message, but keep in mind there are several other methods you can use  

    to send a message. To learn more, visit Send a Message in the RingCentral Mobile App .  

     

    Once you’ve sent a new message, that conversation will appear at the top of your conversations list.  

     

    Creating a team  

    A team can be used in the RingCentral app to communicate with a group of people, from connecting with  

    co-workers in your department to collaborating on a project with others in your company.   

     

    To create a team in the RingCentral mobile app, follow these steps:  

     

    1. Navigate to Message or Contacts via the bottom menu bar  

    2. Tap the new actions plus button located in the lower right corner  

    3. Select Create team from the menu   

    4. Provide a name for your team in the Team name field  

    5. Choose either Private (invite only) or Public (visible to any co-worker) from the Team type dropdown  

    menu   

    6. Tap Members , then enter a list of names or email addresses in the To field  

    7. Tap Next at top right  

    8. Tap the check mark at top right to finish creating the team  

     

    This is just one way you can create a team in the mobile app, but keep in mind there are several other  

    methods you can use to create a team. To learn more, visit Create a New Team in the RingCentral Mobile  

    App .  

     

    Once you’ve created a team, that team conversation will appear at the top of the list under the Teams tab in  

    the Message interface.  

     

    © 2020 RingCentral, Inc. All Rights Reserved  

    https://support.ringcentral.com/s/article/Send-Message-RingCentral-Mobile-App?language=en_UShttps://support.ringcentral.com/s/article/Create-New-Team-RingCentral-Mobile-App?language=en_UShttps://support.ringcentral.com/s/article/Create-New-Team-RingCentral-Mobile-App?language=en_US

  • RingCentral App Getting Started Guide | 18  

       

    Using RingCentral Message for iOS  

    Sending a message  

    To send a message in the RingCentral mobile app, follow these steps:   

     

    1. Navigate to Message via the bottom bar  

    2. Tap the new actions plus button in the upper right-hand corner of the app  

    3. Select New message  

    4. Enter the names or email addresses in the To field  

    5. Tap Next at upper right   

    6. Type the body of your message in the Message field  

    7. Tap the airplane button to the right of the message field to send the message  

     

    This is just one way you can send a message, but keep in mind there are several other methods you can use  

    to send a message. To learn more, visit Send a Message in the RingCentral Mobile App .  

     

    Once you’ve sent a new message, that conversation will appear at the top of your conversations list.  

     

    Creating a team  

    A team can be used in the RingCentral app to communicate with a group of people, from connecting with  

    co-workers in your department to collaborating on a project with others in your company.   

     

    To create a team in the RingCentral mobile app, follow these steps:  

     

    1. Navigate to Message or Contacts via the bottom menu bar  

    2. Tap the new actions plus button located in the upper right corner  

    3. Select Create team from the menu   

    4. Provide a name for your team in the Team name field  

    5. Choose either Private (invite only) or Public (visible to any co-worker) from the Team type dropdown  

    menu   

    6. Tap Members , then enter a list of names or email addresses in the To field  

    7. Tap Next at top right  

    8. Tap the check mark at top right to finish creating the team  

     

    This is just one way you can create a team in the mobile app, but keep in mind there are several other  

    methods you can use to create a team. To learn more, visit Create a New Team in the RingCentral Mobile  

    App .  

     

    Once you’ve created a team, that team conversation will appear at the top of the list under the Teams tab in  

    the Message interface.  

     

    © 2020 RingCentral, Inc. All Rights Reserved  

    https://support.ringcentral.com/s/article/Send-Message-RingCentral-Mobile-App?language=en_UShttps://support.ringcentral.com/s/article/Create-New-Team-RingCentral-Mobile-App?language=en_UShttps://support.ringcentral.com/s/article/Create-New-Team-RingCentral-Mobile-App?language=en_US

  • RingCentral App Getting Started Guide | 19  

       

    Using RingCentral Video  

    Starting a meeting  

    To start a meeting in RingCentral mobile app, follow these steps:  

     

    1. Navigate to Video via the bottom menu bar  

    2. Tap the Start button in the upper left corner  

    3. Invite participants by entering names or email addresses in the To field  

    4. Tap Meet Now in the top right corner  

     

    Depending on the video service you chose when you configured your Video settings, you will have slightly  

    different options for selecting your audio sources from which you’d like to start your meeting.   

     

     

     

    If you’re using RingCentral Video to start a meeting, visit Configure Video Settings for RingCentral Video in  

    RingCentral Mobile App .  

     

    If you’re using RingCentral Meetings to start a meeting, visit Configure Video Settings for RingCentral  

    Meetings in RingCentral Mobile App .  

     

    Scheduling a meeting  

    To schedule a meeting in the mobile app, follow these steps:  

     

    1. Navigate to Video via the bottom menu bar  

    2. Tap the Schedule button at the top  

    3. Make changes to the meeting title (optional)  

    4. Tap Date to choose a date in the calendar modal window  

    5. Set the Start time and End time  

    6. Configure additional settings as needed   

    7. Tap the arrow icon at top right  

    8. Select the calendar to which you want to save the meeting. This opens the meeting invite in the  

    selected calendar  

    9. Add the people you’d like to invite to the meeting  

    10. Add a meeting description (optional)  

    11. Save the calendar event  

     

    Once you’ve scheduled a meeting, that meeting will appear in the Video interface homepage when you’re  

    within a few days of that scheduled meeting date.   

     

    © 2020 RingCentral, Inc. All Rights Reserved  

    https://support.ringcentral.com/s/article/Configure-Video-Settings-RingCentral-Video-RingCentral-Mobile-App?language=en_UShttps://support.ringcentral.com/s/article/Configure-Video-Settings-RingCentral-Video-RingCentral-Mobile-App?language=en_UShttps://support.ringcentral.com/s/article/Configure-Video-Settings-RingCentral-Meetings-RingCentral-Mobile-App?language=en_UShttps://support.ringcentral.com/s/article/Configure-Video-Settings-RingCentral-Meetings-RingCentral-Mobile-App?language=en_US

  • RingCentral App Getting Started Guide | 20  

       

    If you’d like to learn about configuration settings for scheduling a meeting, visit Schedule a Meeting in the  

    RingCentral Mobile App .  

     

    Joining a meeting for Android  

    To join a meeting, follow these steps:   

     

    1. Navigate to Video via the bottom menu bar  

    2. Tap the Join button at the top  

    3. Enter the meeting ID or the meeting link of the meeting  

    you want to join  

    4. Tap the Join button next to the meeting ID or meeting link  

     

    Please note that when joining a meeting, you have the option to  

    mute yourself by toggling on Don’t connect to audio .  

     

    There are several other options for joining a meeting, so if you’d  

    like to learn more, visit Join a Meeting in RingCentral Mobile App .   

     

    Joining a meeting for iOS  

    To join a meeting, follow these steps:   

     

    1. Navigate to Video via the bottom menu bar  

    2. Tap the Join button at the top  

    3. Enter the meeting ID or the meeting link of the meeting  

    you want to join  

    4. Tap the Join button next to the meeting ID or meeting link  

     

    Please note that when joining a meeting, you have the option to mute yourself by toggling on Continue  

    without audio .  

     

    There are several other options for joining a meeting, so if you’d like to learn more, visit Join a Meeting in  

    RingCentral Mobile App .   

     

    © 2020 RingCentral, Inc. All Rights Reserved  

    https://support.ringcentral.com/s/article/Schedule-Meeting-RingCentral-Mobile-App?language=en_UShttps://support.ringcentral.com/s/article/Schedule-Meeting-RingCentral-Mobile-App?language=en_UShttps://support.ringcentral.com/s/article/Join-Meeting-RingCentral-Mobile-App?language=en_UShttps://support.ringcentral.com/s/article/Join-Meeting-RingCentral-Mobile-App?language=en_UShttps://support.ringcentral.com/s/article/Join-Meeting-RingCentral-Mobile-App?language=en_US

  • RingCentral App Getting Started Guide | 21  

       

     

     

    Using RingCentral Phone for Android   

    Making a call  

    You can make a call in the RingCentral mobile app by using the dial pad. The dial pad allows you to make calls  

    to other users in the RingCentral app or external numbers so long as telephony has been enabled at the  

    company account.   

     

    1. Navigate to Phone via the bottom menu bar  

    2. Tap the green dial pad icon in the bottom right-hand corner  

    3. Enter a number in the dial pad and dial the number   

     

    You can also change your outbound Caller ID before starting your call. Tap the From dropdown menu to  

    select from the list of available Caller IDs. To change the default Caller ID, navigate to the Settings menu of  

    the RingCentral mobile app.   

     

    This is one of several ways you can make a call in the RingCentral mobile app. If you’d like to learn more  

    about making a call, visit Make a Call in the RingCentral Mobile App .  

     

     

    © 2020 RingCentral, Inc. All Rights Reserved  

    https://support.ringcentral.com/s/article/Make-Call-RingCentral-Mobile-App?language=en_US

  • RingCentral App Getting Started Guide | 22  

       

     

    Taking a call  

    You can easily take a call using the app whenever someone calls  

    your RingCentral number. When you have an incoming call, a  

    pop-up window will appear, from which you can select from the  

    following options:  

     

    ● Answer: Tap the green answer button to answer the  incoming call  

    ● To voicemail: Tap the red voicemail button if you want to  send the caller to your voicemail to leave a message  

    ● Reply with voice message: Tap the Reply with Voice  Message button if you want to message the caller with a  

    preset or custom message  

     

    You can also manage multiple incoming calls at once, such as  

    when you’re on a call and you receive another incoming call. To  

    learn more, visit Take a Call in the RingCentral Mobile App .  

     

    Sending a text message  

    To send a text message in the mobile app, follow these steps:  

     

    1. Navigate to Phone via the bottom menu bar  

    2. Select the Text tab at the top  

    3. Tap the blue chat bubble icon in the lower right-hand side  

    4. Enter a number or type the name of a contact in the To field  

    5. Compose your text message in the Text message field   

    6. Tap the airplane icon to the right of the message field to send your text message  

     

    If you’d like to learn more about sending a text message in the RingCentral mobile app, visit Send a Text  

    Message in the RingCentral Mobile App .   

     

       

    © 2020 RingCentral, Inc. All Rights Reserved  

    https://support.ringcentral.com/s/article/Take-Call-RingCentral-Mobile-App?language=en_UShttps://support.ringcentral.com/s/article/Send-Text-Message-RingCentral-Mobile-App?language=en_UShttps://support.ringcentral.com/s/article/Send-Text-Message-RingCentral-Mobile-App?language=en_US

  • RingCentral App Getting Started Guide | 23  

       

    Sending a fax  

    To send a fax message in the mobile app, follow these steps:  

     

    1. Navigate to Phone via the bottom menu bar  

    2. Select the Fax tab at the top  

    3. Tap the blue fax paper icon in the lower right-hand side  

    4. Tap Select contacts  

    5. Enter a number or the name of a contact in the To field  

    6. Tap Next in the top right corner  

    7. Tap Cover page to select from a list of themes for your  

    cover page (default is Contempo )  

    8. Add any notes in the field Add a note to cover page  

    note (optional)  

    9. Tap the check mark at the top right  

    10. Select the Add attachment and select any files you’d  

    like to fax. The maximum file size you can fax is 50MB  

    11. Tap the airplane icon at top right to send the fax  

     

    Once you’ve sent a fax, the app will navigate back to the Fax tab  

    where you can view the status of the sent fax. You can also  

    perform actions such as downloading the fax, viewing that fax, and  

    more. To learn more, visit Manage a Fax in RingCentral Mobile  

    App .   

     

     

     

    Using RingCentral Phone for iOS  

    Making a call  

    You can make a call in the RingCentral mobile app by using the dial pad. The dial pad allows you to make calls  

    to other users in the RingCentral app or external numbers so long as telephony has been enabled at the  

    company account.   

     

    1. Navigate to Phone via the bottom menu bar  

    2. Tap the dial pad icon above the phone icon  

    3. Enter a number in the dial pad and dial the number   

     

    You can also change your outbound Caller ID before starting your call. Tap the From dropdown menu to  

    select from the list of available Caller IDs. To change the default Caller ID, tap your profile picture to  

    navigate to the phone settings menu of the RingCentral mobile app.   

     

    © 2020 RingCentral, Inc. All Rights Reserved  

    https://support.ringcentral.com/s/article/Manage-Fax-RingCentral-Mobile-App?language=en_UShttps://support.ringcentral.com/s/article/Manage-Fax-RingCentral-Mobile-App?language=en_US

  • RingCentral App Getting Started Guide | 24  

       

    This is one of several ways you can make a call in the RingCentral mobile app. If you’d like to learn more  

    about making a call, visit Make a Call in the RingCentral Mobile App .  

     

     

    Taking a call  

    You can easily take a call using the app whenever someone calls your RingCentral number. When you have  

    an incoming call, you have the option to decline or accept the call.   

     

     

     

    © 2020 RingCentral, Inc. All Rights Reserved  

    https://support.ringcentral.com/s/article/Make-Call-RingCentral-Mobile-App?language=en_US

  • RingCentral App Getting Started Guide | 25  

       

    You can also manage multiple incoming calls at once, such as when you’re on a call and you receive another  

    incoming call. To learn more, visit Take a Call in the RingCentral Mobile App .  

     

    Sending a text message  

    To send a text message in the mobile app, follow these steps:  

     

    1. Navigate to Phone via the bottom menu bar  

    2. Select the Text tab at the top  

    3. Tap the plus icon at top right  

    4. Select New text  

    5. Enter a number or type the name of a contact in the To field  

    6. Compose your text message in the Text message field   

    7. Tap the airplane icon to the right of the message field to send your text message  

     

    If you’d like to learn more about sending a text message in the RingCentral mobile app, visit Send a Text  

    Message in the RingCentral Mobile App .   

     

    Sending a fax  

    To send a fax message in the mobile app, follow these steps:  

     

    1. Navigate to Phone via the bottom menu  

    bar  

    2. Select the Fax tab at the top  

    3. Tap the plus icon at top right  

    4. Select New fax  

    5. Enter a number or the name of a contact  

    in the To field  

    6. Tap Cover page to select from a list of  

    themes for your cover page (default is  

    Contempo )  

    7. Add any notes in the field Add a note to  

    cover page note (optional)  

    8. Tap Save at the top right  

    9. Tap Add attachment and select any files  

    you’d like to fax. The maximum file size  

    you can fax is 50MB  

    10. Tap Send at top right to send the fax  

     

     

    Once you’ve sent a fax, the app will navigate back  

    to the Fax tab where you can view the status of  

    the sent fax. You can also perform actions such as  

    downloading the fax, viewing that fax, and more.  

    To learn more, visit Manage a Fax in RingCentral  

    Mobile App .   

     

    © 2020 RingCentral, Inc. All Rights Reserved  

    https://support.ringcentral.com/s/article/Take-Call-RingCentral-Mobile-App?language=en_UShttps://support.ringcentral.com/s/article/Send-Text-Message-RingCentral-Mobile-App?language=en_UShttps://support.ringcentral.com/s/article/Send-Text-Message-RingCentral-Mobile-App?language=en_UShttps://support.ringcentral.com/s/article/Manage-Fax-RingCentral-Mobile-App?language=en_UShttps://support.ringcentral.com/s/article/Manage-Fax-RingCentral-Mobile-App?language=en_US