Getting Started with Your LeanPBX Account

Welcome to LeanPBX

LeanPBX is a cloud-based business phone system that lets you manage calls, extensions, voicemail, and more — all from your browser. No hardware to install, no software to download. Every new account starts with a 7-day full-feature trial and a $5.00 calling credit to get you started.

Your Trial Period

For your first 7 days, every premium feature — CRM, SMS, call recording, advanced routing, workflow automation, voice agents — is unlocked so you can try the full system. There is no credit card on file, so nothing happens automatically when the trial ends.

After 7 days

Your account moves to the free Starter plan automatically. Your phone numbers, extensions, voicemails, and call history all stay intact. Premium features turn off until you upgrade — but nothing is deleted, and upgrading at any time brings them right back.

You can upgrade to a paid plan at any time, even before your trial ends. If you upgrade mid-trial, you'll be charged a prorated amount for the remainder of the current calendar month.

Set Up Your Phone System in 4 Steps

After creating your account, your dashboard shows an onboarding checklist. Follow these steps to go live:

1

Get a Phone Number

Pick a local or toll-free number for your business. This is the number your customers will call. You can search by country, state, and area code.

2

Create Your First Extension

An extension is a phone line for a person or device. Choose a display name and caller ID — the system generates your SIP credentials automatically. Enable the web phone to make calls from your browser.

3

Set Up Voicemail

Configure voicemail so you never miss a message. Voicemail recordings are delivered to your email inbox as audio attachments.

4

Make Your First Call

Open the built-in web phone by clicking the phone icon at the bottom of your screen. Place a test call to confirm everything is working.

Your Dashboard at a Glance

Once set up, your dashboard gives you a real-time overview of your entire phone system:

✓ Account balance & estimated next bill
✓ Active extensions & registration status
✓ Live call activity in real time
✓ Recent inbound & outbound calls
✓ Quick actions for common tasks
✓ Call volume & peak hours charts

Getting Help

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Contextual Help

Look for the question mark icon in the top navigation bar — it shows help articles related to the page you are currently on. A small dot appears on the icon when help is available for that page.

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Email Support

Browse the full Knowledge Base from the Support menu, or reach our team anytime at support@leanpbx.com.