Calling setup

Downloading the Mac/Windows Application

To make calls, you’ll need to download our Mac/Windows application; you cannot make calls through the web version of Close.

Once you’ve installed the native application, simply log in with the username and password you set up earlier.

Adding a Phone Number

To add a phone number in your desired country/area code, go into Settings > Communication > Phone & Voicemail. You’ll see your number listed with the option to “Change Number.”

Enter your desired country/area code and we’ll go fetch a new number for you.

Changing Your Phone Number

Depending on the country and area code, you may be required to submit proof of address paperwork to our support team. You’ll see a message indicating this with instructions on what to send.

Close has two features related to voicemail.

1. An inbound voicemail greeting for each number you have set up,
2. The ability to drop a pre-recorded voicemail when making outbound calls.

To set these up, look for the Voicemail Greeting and Pre-Recorded Voicemail Drop options in Settings > Communication > Phone & Voicemail. Simply record your message and you’re done!

If you have a pre-recorded MP3 you can also use the select a file option and upload that.

Recording Your Voicemail Greeting and Voicemail Drop

Adding Additional Numbers + Setting Up Call Forwarding

Close allows you to add additional numbers, mask your Caller ID and forward incoming calls to a different number.

Adding an external number to use for Caller ID

To add a verified caller ID number, click the + add button in Settings > Communication > Phone & Voicemail, and follow the instructions. In this case, the phone number type will be external.

Verifying an External Number

Once this number is verified, you'll be able to select it from your available numbers when calling out of Close.

Call forwarding

Now let’s set up call forwarding. If you want any call you miss, or any call that comes into Close when Close is not open, to go directly to your cell phone number, you can set up Call Forwarding. Under the phone number, click Call Forwarding and enter the desired number - that’s it!

Enabling Call Forwarding